TSMC posted strong result? AI rally sustainable?

$NVDA$  niceeeee to the moon I wanna earn more coins

$Broadcom(AVGO)$ $Alphabet(GOOG)$ Broadcom just exploded higher after locking in multi-year TPU procurement agreements with Google and Anthropic, supercharging long-term AI chip revenue visibility and giving investors a clear runway for sustained growth in custom silicon. Alphabet followed suit with a solid 3.56% pop to $314.74, riding the broader market rebound while its previously announced TPU supply pact with Broadcom reinforces its AI infrastructure dominance and Cloud strategy edge. This convergence of deals isn't just headline noise — it's a signal that hyperscalers are doubling down on in-house acceleration to cut costs 30% and slash latency for massive model training, potentially unlocking billio

1. Retail investors are rewriting their own story Over the past year, U.S. retail investors have followed a virtually unchanging rule of thumb: buy on dips. However, the latest Retail Radar report released by JPMorgan on April 8 reveals a fundamental shift—retail investors have switched from a "buy on dips" strategy to a defensive stance of "sell on rallies and wait on dips". This is not a one-day anomaly, but a new behavioral pattern that has solidified over the past month. On a "bullish" trading day when oil prices recorded their largest single-day drop since 2020 and the VIX fell below 20, retail capital inflows not only failed to increase but remained at extremely low levels throughout the day—overall activity was at just the 1.2th percentile of the past year. A group that once reflexi

$Broadcom(AVGO)$’s success in securing the Google TPU (Tensor Processing Unit) v7 deal certainly shifts the competitive landscape, but it doesn't signal an immediate "loss" for $NVIDIA(NVDA)$. Instead, it defines a clear split in the market: Custom ASICs (Application-Specific Integrated Circuits) for efficiency versus General-Purpose GPUs for cutting-edge performance. As of early 2026, here is how the competition is playing out between Broadcom-backed custom silicon and Nvidia's ecosystem. 1. The Broadcom Threat: Cost and Inference Efficiency Broadcom is helping "Hyperscalers" ( $Alphabet(GOOGL)$ Google, $Meta Platforms, In

Hello everyone! Today i want to share some trading ideas with you! 1 $Broadcom(AVGO)$ signed a long-term deal with $Alphabet(GOOGL)$ to develop future TPUs and supply networking and other components for Google’s next-gen AI racks through 2031. Broadcom also said Anthropic will gain access to about 3.5 GW of TPU compute starting in 2027. 2 Peter Beck’s annual letter makes it clear that $Rocket Lab USA, Inc.(RKLB)$ is evolving into a broader space infrastructure platform with growing backlog, deeper defense exposure & multiple growth engines. Rocket Lab is entering 2026 with real momentum behind Neutron, deeper n

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$Broadcom(AVGO)$  sbjl all way down pre market lol

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It is understandable to feel some "tech fatigue" right now. Seeing the market leaders—the engines that drove 2025 — suddenly stalling while geopolitical headlines dominate the ticker is enough to make any investor second-guess their thesis. However, based on current market behavior in early April 2026, we are not necessarily looking at a "tech winter" so much as a tech recalibration. Here is the breakdown of how the Mag 7 trend is likely to play out through the end of Q2 and what it means for your portfolio. The Geopolitical "Tax": Iran and the Strait of Hormuz The volatility you’re seeing is largely a "geopolitical premium" being priced in. The Energy Link: With the conflict in Iran threatening the Strait of Hormuz, energy prices are spiking. For the Mag 7, this is not just about fuel — i