u/hacking99percent

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.

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.