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app.jurnul.io/t/AVGO

AVGO

$414.14+0.1%

Thesis

Written 2 days ago

Hyperscalers like Google and Meta keep increasing AI spending, and AVGO is one of the chipmakers they rely on. Less hyped than NVDA but riding the same wave. Long while the capex cycle holds.

View previous versions (2)

Quantity

20

Avg cost

$345.00+20%

Total value

$6,900.00

Hide positions

15 sh @ $330.00$4,950.00
5 sh @ $390.00$1,950.00

+ Add a position

Mar 9, 2026, 11:08 AM
Starting position at $330. Hyperscaler capex commitments through 2027 are too big to ignore and VMware integration is finally a tailwind, not noise.
Apr 30, 2026, 4:32 PM
Q1 print confirmed it - AI revenue +77% YoY, VMware margins inflecting. Added 5 sh at $390. Fair value still well above here.
May 21, 2026, 9:14 AM
Pullback feels mechanical. Nothing in the thesis has changed.

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Every position starts with a why. Write your thesis to capture it.

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TSLA

$426.01+2.0%

Thesis

Written today

The robotaxi unveil changes Tesla's story, they're not a car company. Betting on autonomous mobility. FSD is finally working in the real world. Comfortable holding through the volatility while it plays out.

View previous versions (2)

Thesis

Written Feb 4, 2026

FSD progress is accelerating. Energy business is completely ignored in the multiple. Holding through the noise.

Thesis

Written Sep 17, 2025

Initiation. Cybertruck ramp is messy but the demand signal is clear. Buying the dip on margin compression - this is a transition quarter, not a structural problem. Energy storage is the real sleeper.

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AMD

$467.51+4.0%

3 notes

Apr 10, 2026, 2:17 PM
Initiated at $387. Datacenter revenue inflection is real. The bigger story is hyperscalers needing a non-NVDA option for negotiating leverage alone. ROCm is the gating issue, but the gap is closing faster than the bears think.
May 7, 2026, 12:04 PM
Q1 datacenter rev $3.9B, guided MI to $5B+ for FY. Su confirmed multiple hyperscaler design wins on MI325. Gaming weakness is noise, AI accelerator story is the signal.
May 20, 2026, 12:22 PM
Reaccelerating after the post-earnings dip. MI325 sampling at customers, MI350 on track for late 2026.

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