piggytl
07-09

P&L (8 July 2026) 

BROADCOM SAVES THE DAY! Brings my portfolio back to 10k+, $Broadcom(AVGO)$ rises more than 6% after deal with Apple to make billions of chips. $NVIDIA(NVDA)$  rises slightly by 1% and $Marvell Technology(MRVL)$  rises a tiny bit as well. Slight pullback from $Rocket Lab USA, Inc.(RKLB)$  again today although to point out analyst at Morgan Stanley price it at $293 just today along with its Iridium deal. $Ondas Holdings Inc.(ONDS)$ rises slightly by 1% as well today. 

Trump has once again declared war on Iran as US strikes Iran soil and the Strait of Hormuz. Pure market manipulation of energy and oil prices? I SAY FUCK YES. Trump is not dumb but his plays are getting too obvious. From crypto to influencing market prices as recently as Dell Technologies, he is making market moves almost every single day. KEEP A SHARP LOOKOUT AS ANYTHING HE SAYS GOES ALONG WITH THE UPCOMING FED DECISION AT END OF JULY [Surprised]  

Modified in.07-09
Broadcom Gains 4.8% on Record $30B Apple Chip Deal — Will AI Orders Accelerate?
Broadcom (AVGO) rose 4.83% to $389 after Apple signed a record $30 billion chip supply deal, locking in a long-term relationship. Amid calls that "this selloff is the perfect chance to buy Nvidia and Broadcom," AVGO became a core beneficiary of the semiconductor rebound. Even after June's 15% pullback on AI capex fears, the Apple mega-deal sharply improves visibility into Broadcom's AI and custom-chip pipeline. With the largest chip order in history now secured, is the AI order story just starting to accelerate — or is the good news already priced in?
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