Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
u/Weak-Pomegranate-435
1 thesis · first seen May 25, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|
| 1d | 1 | 1 | 0 | 0% | -0.9% | -0.9% |
| 3d | 1 | 1 | 0 | 0% | -0.9% | -0.9% |
| 1w | 1 | 1 | 1 | 100% | +6.7% | +6.7% |
| 1m | 1 | 1 | 1 | 100% | +3.7% | +3.7% |
| 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
All in on AVGO 💹
AI capex acceleration is imminent, driven by confirmation from major customers GOOGL and META. AVGO is trading at cheaper valuations than sector growth-adjusted multiples, presenting upside opportunity.
At post $385.57·Now $360.70-6.5% since postedas of Aug 24, 1:28 PM ET
1d-0.9%
3d-0.9%
1w+6.7%
1m+3.7%
3m—
6m—
1y—