$Broadcom(AVGO)$ There is actually a pretty consistent pattern of outperformance in the fourth quarter of the calendar year. I would not want to be short here — it could easily rally $50 to $70.
$Broadcom(AVGO)$ $350 remains the support level I have been watching. The stock already reversed and looks ready for a green day. Most bears seem to have exited, with one shifting over to MU.
$Amazon.com(AMZN)$ Market makers picked up millions of shares at a big discount recently, and they always seem to know when to step in. Amazon is still the world's largest cloud company with the largest revenue globally, along with 500 billion in backlog. Beyond the 20 percent stake in Anthropic and 15 percent stake in Open AI, Amazon is building a vast network that will power the cloud for years to come.
$Broadcom(AVGO)$ What does it take to break this bearish cycle? I'm okay adding shares weekly, but I don't want to park my cash for too long in stagnant stocks.
$Broadcom(AVGO)$ When you're at the top, everyone tries to knock you down. AVGO is sitting at the top and doesn't look like it plans on giving that up.
$Micron Technology(MU)$ $Broadcom(AVGO)$ $Alphabet(GOOGL)$ $NEBIUS(NBIS)$ The bear porn is insane lol. Sure, the macro looks rather messy right now, but underneath the surface, institutions are running the same playbook they always do — accumulating while retail panic sells. Fundamentals on all of these businesses haven't changed, and if anything, they keep getting stronger. Then when the real rally begins, people end up chasing — just like they hated Meta at 550 and love it at 750. Patience always pays.
$Broadcom(AVGO)$ From an article out of the Netherlands dated September 3rd: Broadcom: Strong Buy, price $355, price target $520, upside 46%. Revenue rose 86% to $29.6 billion, driven by strong demand for AI chips. Growth is expected to remain strong through at least 2028, with OpenAI and Anthropic potentially becoming major customers by then. The recommendation stays at Strong Buy, and the price target has been raised to $520. Patience is a virtue.
$Broadcom(AVGO)$ Looking at the 5-year chart, this is shaping up to be a springboard before long. AVGO is making money, so the PS should trend upward soon. Give it time. The chart is easy to read. 50% upside or more on the horizon.
Amazon is heading into the final months of 2026 with AWS and advertising as the main growth drivers, while investors weigh whether its heavy AI spending can keep pushing the stock higher. Second-quarter sales rose 20% year over year to $200.6 billion, and operating income jumped 43% to $27.5 billion, mostly on the back of AWS. AWS revenue climbed 37% to $42.2 billion, with operating income up 64% to $16.6 billion. The backlog expanded to $496 billion from $364 billion in the first quarter, which gives a bit more visibility into future revenue. The company now expects 2026 capex of around $220 billion, up from its earlier estimate of $200 billion, while free cash flow came in at negative $7.7 billion for the second quarter. Deutsche Bank noted that much of AWS's 2027 capacity is already res
$Amazon.com(AMZN)$ Latest draft of my view on where AMZN fits in the agentic evolution for consumers, assuming it rhymes with the SaaS enterprise evolution.
$Broadcom(AVGO)$ If you're buying into that China narrative over the actual demonstrated earnings strength, you're probably in the wrong place. Seems like $350 is where it consolidates before the next move.
$Broadcom(AVGO)$ Maybe China should try using their own switches and see how that plays out. It does make me wonder why Broadcom equipment was on their specs in the first place. That part is worth sitting with for a minute.
$Broadcom(AVGO)$ Custom AI silicon, or XPUs, is the largest revenue stream by a wide margin and has minimal China risk. Growth is fully anchored in next-gen custom AI chips for US-based hyperscalers like Google, Meta, and OpenAI, which are out of China's reach due to US export laws.
$Broadcom(AVGO)$ Waited long enough to get into the AVGO gravy train. I'm still skeptical about that PEG of 0.34, but the projected earnings growth clearly dwarfs the PE. Even a double from here would leave this company undervalued relative to its peers. Adding AVL (2x ETF) as well to leverage the major upside when it comes. Also adding NVDA/NVDL on dips. Both carry multi-trillion valuations but look dirt cheap on fundamentals.
$Broadcom(AVGO)$ Last week's weekly candle really tells the story. This looks like it's just getting started. There's a nice FVG sitting overhead on the weekly, starting at $376.59 and ending at $388.50. On the daily, momentum indicators are all heading north, with MACD crossing above and a nice AMD setup moving into the distribution phase.