Broadcom(AVGO.US)

$Super Micro Computer(SMCI.US) SMCI is trading slightly higher despite a broader market selloff, recovering from an 8.5% drop on Friday. The decline was triggered by stronger May payrolls, which raise...

$Broadcom(AVGO.US) | Mizuho 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐁𝐫𝐨𝐚𝐝𝐜𝐨𝐦, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟓𝟑𝟎

semis are ripping again and SOXL is 3x leverage so this thing moves like a rocket on AVGO and chip strength. fun on the way up, just remember leverage cuts both ways on the way down 🎢

beat by a mile, AI up 143%, stock tanks 13%, then rips right back two days later. make it make sense sia. holding AVGO feels like a full time job 🫠

AVGO quietly climbing back after that earnings dip and people are finally talking about it again. AI revenue running at a $16B+ annual pace and the street is still pointing near $501. the selloff was ...

Broadcom's AI revenue grew 143% to $10.8B last quarter and the stock still dropped about 13% on the print. the reason: they did not raise the full year AI target, so the buyside that got greedy sold. ...

The Broadcom reaction tells you everything about this tape. AI revenue up 143% and the stock falls 13% because the full year target stayed put. that is not a fundamentals problem, that is positioning....

Marvell, the custom ASIC chip designer, has secured enough production capacity to meet its 50% growth target this year, and 55% in 2027, due to careful 5-year planning, and built trust with suppliers ............

I’m still trying to understand why we got that -4% day on the Nasdaq $QQQ last Friday.

Some stocks with the area of interest I am watching closely.