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u/Weak-Pomegranate-435

2 theses · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-0.9%-0.9%
3d1100%-0.9%-0.9%
1w111100%+6.7%+6.7%
1m111100%+3.7%+3.7%
3m000———
6m000———
1y000———

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

Thesis history

$AVGOr/wallstreetbetsDiscussionbullish
u/Weak-Pomegranate-435 · 2d ago1 prior · awaiting results
Long AVGO

Holding 80% of my portfolio in AVGO going into earnings.

The author is concentrating 80% of their portfolio in AVGO ahead of earnings, indicating a bullish conviction in the stock's near-term performance around the earnings event.

At post $367.24Now $357.90-2.5% since postedas of Sep 4, 4:30 PM ET
original post →
$AVGOr/wallstreetbetsYOLObullish
u/Weak-Pomegranate-435 · 85d ago1 prior · awaiting results

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 $385.57Now $357.90-7.2% since postedas of Sep 4, 4:30 PM ET
1d-0.9%
3d-0.9%
1w+6.7%
1m+3.7%
3m—
6m—
1y—
original post →

End of results.