u/tenfthigher

2 theses · first seen May 23, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000
3d000
1w22150%+0.9%+0.9%
1m000
3m000
6m000
1y000

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

Thesis history

$AMDYOLObearish
u/tenfthigher · 18d ago1 prior · awaiting results
$45k Puts on AMD

$45k Puts on SMH and AMD

Author is taking a large put position on AMD as a bearish hedge, expecting downside movement. The metaphor of 'fire insurance for a burning house' suggests conviction that the stock is in trouble.

At post $503.89Now $452.40-10.2% since postedas of Jun 10, 4:11 PM ET
1d
3d
1w+2.4%
1m
3m
6m
1y
original post →
$SMHYOLObearish
u/tenfthigher · 18d ago1 prior · awaiting results
$45k Puts on SMH

$45k Puts on SMH and AMD

Author is taking a large put position on the semiconductor ETF as a bearish hedge, expecting downside movement. The metaphor of 'fire insurance for a burning house' suggests conviction that the sector is in trouble.

At post $602.14Now $570.91-5.2% since postedas of Jun 10, 4:11 PM ET
1d
3d
1w-0.5%
1m
3m
6m
1y
original post →

End of results.