To The Moon

$Broadcom(AVGO)$ This is one of the few mega-cap names where the growth story is still doing the heavy lifting. If earnings compound at 50%+ annually through 2028, today's valuation won't look nearly as stretched as the bears argue. A $650-$655 range by year-end 2028 isn't hard to model. The real question is whether the market keeps paying up for that growth along the way.

$Broadcom(AVGO)$  The OpenAI partnership is a big deal. AVGO looks ridiculously cheap at this level.

$Broadcom(AVGO)$ NVDA seems to be flying under the radar these days. Traders are chasing space-related companies (how did SpaceX work out?), memory chips, photonics, and a few other areas. But the core element of AI is being underappreciated right now, specifically NVDA, AMD, and AVGO. This won't last forever. Smart investors look for out-of-favor stocks priced below their inherent value. These three fit that description.

$Broadcom(AVGO)$ Broadcom continues to attract strong support from Wall Street, but analyst targets are only part of the story. The real bull case lies in its exposure to AI networking, custom silicon, and data center spending, which remain powerful long-term drivers. When this many analysts are aligned, it's worth paying attention. However, execution and AI demand will matter more than price targets in the end.

$Broadcom(AVGO)$ The fact that the price never touched the 200-day moving average after the earnings drop keeps my confidence high. 370 continues to be strong support. If it can get above 400 and hold for a bit, I think we'll see a significant breakout once it goes above 430.

$Broadcom(AVGO)$ Broadcom made Irvine, CA proud, and me rich. Oh, and tiny TLPH keeps climbing, look at the 30-day chart. TLPH milestone soon, just FYI.

$Broadcom(AVGO)$ Earlier this year, Tan said, "We have line of sight to achieve AI revenue from chips, just chips, in excess of $100 billion in 2027." For context, Broadcom's total revenue was roughly $64 billion in 2025, and its AI semiconductor revenue was just $10.8 billion in Q2, which helps underscore the magnitude of the growth yet to come. Yet for all that opportunity, the stock is selling for 19 times next year's expected earnings. That's an attractive price for an industry leader driven by strong secular tailwinds.

$Broadcom(AVGO)$ Last week JPMorgan said they'd be aggressive buyers here, which drove the stock to 410. Now we're back again. Time to run it up over 400 again.

$Broadcom(AVGO)$ If Hock would raise guidance like Qualcomm just did, we'd probably soar to $450. His guidance was way too conservative on his last call.

$Micron Technology(MU)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ With a market cap of roughly 1.3 billion and revenue approaching $200 billion over the next 12 months... it's trading at 7x sales. $Broadcom(AVGO)$  is at 25x sales, $NVIDIA(NVDA)$  at 18x sales I think. Micron looks cheap.