AVGO 2X Long ETF

$iShares Semiconductor ETF(SOXX.US)

Context: With the recent decision by the US Fed to raise the interest rate, the US market is showing some signs of recovery after the recent correction. AI stocks and tech ETFs have shown some strength and creating an opportunity for longer term accumulation for the semiconductor sector.

My trade: I am continuing to hold on to SOXX ETF during this pullback. SOXX gives me diversified exposure across top chipmakers like Nvidia, Broadcom, and AMD, and minimizing single stock risk.

Takeaway: It pays off to continue to hold on to quality stocks and ETFs and ride through the volatility if we continue to have conviction on the stocks and ETFs that we hold.

$Broadcom(AVGO.US)

Context:

Today’s Fed decision caught my attention. Rates rose 25 bps to 3.75%–4.00%, and the more hawkish tone added pressure to growth and AI sentiment.

For AVGO, I understand the uncertainty. Higher rates can pressure valuations, while investors are also questioning whether AI infrastructure spending can continue.

What keeps me from reacting too quickly is that Broadcom’s fundamentals remain strong. Its latest AI semiconductor revenue grew 221% YoY, so I see a clear difference between changing sentiment and a changing business.

My Trade:

I’m still holding AVGO. Macro conditions matter, but I don’t want one Fed decision to change a view built over a much longer time frame.

Instead, I’m watching what matters to the thesis: AI demand, customer spending, and whether Broadcom can keep turning that demand into sustainable growth.

Takeaway:

Today reminded me that having a long-term view doesn’t mean ignoring Fed or market risk. It means knowing what should actually make me rethink the thesis.

For now, I’m trying to react less and observe more.

$Broadcom(AVGO.US)Broadcom started the market with a slower and more cautious tone today, and the share price has dipped slightly after recent selling pressure. The wider technology sector is also facing some uncertainty as investors watch interest rates and concerns around the pace of AI development. Broadcom’s AI-related business remains an important focus, so I’ll continue watching the market movement and the company’s latest developments closely. Hopefully, sentiment can stabilise and the share price can gradually recover.

Broadcom still falling and is currently down for the year despite solid revenue growth and slightly "below expectations" guidance, though I think it's more of inflated market expectations than Broadcom not delivering. I think this could be one worth to watch, especially if the broader market continues to fall even more during the September-October period, which is typically the weaker period of the year for stocks.

I am very disappointed with the Crypto Clarity Act outcome. I expect good news and…..the outcome is so disappointing. I do not understand why the senators blocked disagrees with the act.

Failed the 60-vote threshold 49–50 early this morning. It is ready a “Big setback” for US crypto rules.🥹🥹 no chance for BTC to reclaim 100k again by year end.😞

Mizuho on Semis pullback: 'we see this as a buying opportunity with $Micron Tech(MU.US), $Lumentum(LITE.US), $Credo Tech(CRDO.US), $Sandisk(SNDK.US), $Broadcom(AVGO.US), $Dell Tech(DELL.US), and $Lam Research(LRCX.US) remaining well-positioned'.

GOOD MORNING & WELCOME TO FOMC DECISION WEEK.

Source: amit

$Broadcom(AVGO.US)

Context: I like Broadcom because it sits right at the heart of AI infrastructure. While most people focus on GPUs, companies like Google and Meta work with Broadcom on custom AI chips and high-speed networking. Its software business also brings in steady cash flow, giving the company a strong foundation beyond AI.

My trade: My average cost is $355.172, and with AVGO around 362, I’m sitting on a small gain. I’m holding my shares today and not adding more. With strong demand for custom AI chips, networking, and solid software cash flow, I’m comfortable letting the position run while keeping my risk under control.

Takeaway: Broadcom has strong exposure to AI through both custom chips and networking. In your semiconductor portfolio, do you prefer GPU companies or custom ASIC players like Broadcom?

Google recovers its costs on TPUs in 1-year, while its overall payback period for AI servers is 2-years, media report, citing Google Cloud CEO Thomas Kurian, and adding that Google TPUs have found new customers across financial, biotech, government and scientific sectors in addition to AI labs. TPU strength is a boon to Broadcom and MediaTek, which both see their competition for Google’s chip design business as big enough for everyone to keep growing, even if new design rivals enter the market. $Broadcom(AVGO.US) $Alphabet(GOOGL.US) $NVIDIA(NVDA.US) #mediatek #semiconductors

Source: Dan Nystedt