u/kingforger_

Reddit r/wallstreetbets
· tracked since Jan 2026
Calls
1
Win Rate
100.0%
return
+12.5%
Calls 1 4 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return +12.5% Long Return +12.5% Short Return -
Average Return
7d -7.3%
30d -23.1%
90d -23.6%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 25
$159.77
+12.5%
Long Impinj on RFID growth; buy dips, hold 3 years.
The author is long Impinj (PI) and recommends buying on dips below ~$110, with a large buy below $70, then holding about 3 years. The bull case is that Impinj's RAIN RFID tag ICs can grow >20% annually by adding enterprise customers, while consumer adoption (smartphone RFID, EU DPP, authentication services, Kroger food tagging) is a long-term moonshot that could expand tag volumes dramatically. Main stated risks are that Trump antagonizing Europe could kill or delay EU DPP-driven adoption or favor NXP, metal-surface tagging remains expensive at >$0.60 per tag, and consumer smartphone adoption may take a long time.
AI ASIC
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u/kingforger_ has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: PI.

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