u/hacking99percent ·
Reddit — r/wallstreetbets
· March 31, 2026 at 04:49
· ⬆ 77 pts
· 💬 48 comments
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AI Summary
Summary
The post reviews the Q1 2026 performance of the top 10 stocks picked by r/wallstreetbets at the end of 2025.
The WSB basket significantly underperformed the broader market, dropping 13.66% YTD compared to SPY's 7% decline.
The author's thesis is that WSB picks are inherently flawed, and the only two stocks currently in the green (NBIS and MU) should be shorted before they inevitably crash.
Quality assessment: Speculation/Noise. The post relies on "inverse WSB" sentiment and hindsight performance tracking rather than fundamental or technical due diligence.
Score77
Comments48
Upvote %91%
▶ Full Post Text
At the end of 2025, there was a thread here in which people picked their stocks to watch for 2026.
10 stocks were picked based on how many times they were mentioned in that thread.
This is how they have performed year to date:
**1 ASTS:** **0.4%**
**2 RKLB: -17.5%**
**3 GOOGL/GOOG: -13%**
**4 AMZN: -12.4%**
**5 NBIS: 7.2%**
**6 RDDT: -46.1%**
**7 MU: 8.7%**
**8 IREN: -17.9%**
**9 TSLA: -21.9%**
**10 PLTR: -24.1%**
If you put 10% of your portfolio into each of those 10 stocks, you would be at-13.66% YTD, while SPY is at -7% YTD.
The only wsb stocks that are still up are NBIS and MU, which are still worth shorting.
WSB is heading for the Wendy dumpster.
NBIS is one of only two WSB picks from 2025 that is still positive YTD (+7.2%). The author believes the WSB consensus is a reliable counter-indicator ("heading for the Wendy dumpster"), implying the remaining green stocks will eventually collapse like the rest of the basket. Short NBIS to capitalize on its delayed convergence with the rest of the failing WSB portfolio. NBIS may have strong underlying fundamentals that justify its outperformance despite retail sentiment.
MU is up 8.7% YTD, making it the best-performing stock in the tracked WSB basket. Because the overall WSB portfolio is performing terribly (-13.66% YTD), the author assumes MU's positive performance is an anomaly that will soon correct downward. Short MU as it is "still worth shorting" before it joins the rest of the WSB picks in the red. MU's gains could be driven by strong semiconductor sector tailwinds or earnings beats, ignoring retail sentiment.
This Reddit post, published March 31, 2026,
features u/hacking99percent
discussing NBIS, MU.
2 trade ideas extracted by AI with direction and confidence scoring.