u/jimmy-smallz

5 theses · first seen May 30, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	0	0%	-17.9%	-17.9%
3d	5	5	3	60%	+0.0%	+4.2%
1w	3	3	2	67%	+2.5%	+4.0%
1m	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$WOLFDDbullish

u/jimmy-smallz · 6d ago4 prior · awaiting results

Long WOLF calls · 40 contracts

Connecting the dots: Wolfspeed is about to get $1.5B from the White House. MAKE WOLFSPEED GREAT AGAIN

Wolfspeed call options positioned for significant upside as DOE funding announcement and debt refinancing catalysts are expected to materialize within 90 days (July/August timeframe), with stock currently trading ~$67.

At post $67.06Now $43.46-35.2% since postedas of Jun 10, 4:12 PM ET

1d-17.9%

3d-17.9%

1w—

1m—

3m—

6m—

1y—

original post →

$WOLFDDbullish

u/jimmy-smallz · 6d ago4 prior · awaiting results

Long 1000 shares of WOLF

Connecting the dots: Wolfspeed is about to get $1.5B from the White House. MAKE WOLFSPEED GREAT AGAIN

Wolfspeed is poised to receive $1.5B in federal funding ($750M DOE DPA + $750M CHIPS Act) for its SiC wafer fab, secured by first-priority liens on Siler City facility. Refinancing high-cost debt (9.875%) with cheaper government financing (~3.5%) will save $83M annually and unlock value as fab utilization increases from current depressed levels.

At post $67.06Now $43.46-35.2% since postedas of Jun 10, 4:12 PM ET

1d-17.9%

3d-17.9%

1w—

1m—

3m—

6m—

1y—

original post →

$WOLFDDbullish

u/jimmy-smallz · 10d ago4 prior · awaiting results

Long WOLF

The MP/Intel setup is here again and you are all too busy pumping SPCE to notice. $CLF and $WOLF DD

Wolfspeed is the only domestic SiC power semiconductor manufacturer, essential for grid infrastructure and solid-state transformers. The restructured balance sheet and capital structure explicitly anticipate $450M+ in government award disbursements. The White House CHIPS funding template (equity stakes rather than grants) mirrors the Intel playbook and will drive stock appreciation.

At post $52.95Now $43.46-17.9% since postedas of Jun 10, 4:12 PM ET

1d—

3d+16.5%

1w+4.0%

1m—

3m—

6m—

1y—

original post →

$CLFDDbullish

u/jimmy-smallz · 10d ago4 prior · awaiting results

“100 CLF Leaps”

The MP/Intel setup is here again and you are all too busy pumping SPCE to notice. $CLF and $WOLF DD

Cleveland-Cliffs is the only US domestic producer of grain-oriented electrical steel (GOES) essential for power transformers. The presidential determination (Section 303 DPA) explicitly names electrical core steel as vital to national security and authorizes direct purchases and financial instruments to expand production. Historical precedent with MP and Intel shows government funding/equity stakes drive massive stock appreciation.

At post $13.58Now $12.40-8.7% since postedas of Jun 10, 4:12 PM ET

1d—

3d+4.2%

1w-0.4%

1m—

3m—

6m—

1y—

original post →

$WOLFDDbullish

u/jimmy-smallz · 11d ago4 prior · awaiting results

Long 1000 shares of WOLF

The ex-meme that went bankrupt and now holds the key to solving AI's grid connection problem: $WOLF DD

Wolfspeed, a formerly bankrupt EV-focused SiC manufacturer, is positioned to dominate the critical solid-state transformer (SST) market needed to solve AI data center grid connection problems. The company's recent 10kV MOSFET breakthrough and partnership with Amperesand unlock commercial viability for SSTs, with a $13B TAM by 2030 and national security tailwinds; the author targets $200 EOY.

At post $52.95Now $43.46-17.9% since postedas of Jun 10, 4:12 PM ET

1d—

3d+15.3%

1w+4.0%

1m—

3m—

6m—

1y—

original post →

End of results.