u/tabrizzi

2 theses · first seen May 25, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	2	2	1	50%	+11.6%	+11.6%
1w	2	2	1	50%	+10.2%	+10.2%
1m	1	1	1	100%	+20.1%	+20.1%
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

$DRAMNewsbearish

u/tabrizzi · 25d ago1 prior · awaiting results

Retail Euphoria Turns Six-Week Fund Into Record-Busting AI Trade

The author draws a parallel between current retail enthusiasm for a newly-launched AI ETF and the irrational exuberance that preceded the dotcom bubble collapse. The implied thesis is that this speculative retail buying is unsustainable and likely to end badly.

At post $49.32Now $57.37+16.3% since postedas of Jun 10, 4:04 PM ET

1d—

3d+0.9%

1w+7.1%

1m—

3m—

6m—

1y—

original post →

$INODGainbullish

u/tabrizzi · 33d ago1 prior · awaiting results

“3 contracts”

$210 to $6100

Author expected INOD to replicate DDOG's recent performance surge and bought 3 option contracts, turning $210 into $6100. The rapid 29x gain suggests the position benefited from significant upside movement.

At post $84.89Now $99.89+17.7% since postedas of Jun 10, 4:04 PM ET

1d—

3d+22.3%

1w+13.2%

1m+20.1%

3m—

6m—

1y—

original post →

End of results.