To The Moon

$Broadcom(AVGO)$ AVGO will have the free cash flow and earnings power to do exactly this, keep expanding buybacks in a big way just like NVDA. The chart may not look great, but shorting this doesn't make much sense. $30 in earnings power in 2028 puts this around 900 in 2 years.

$NVIDIA(NVDA)$ NVDA's Jensen Huang and AMD's Lisa Su were both at the White House state dinner with President Trump and President Xi, with AI, chips, trade, and U.S.-China technology policy still front-and-center. That detail stands out. Semiconductors have turned into strategic infrastructure, tied directly to AI leadership, data centers, national competitiveness, and global trade. When the CEOs of NVDA and AMD are sitting in rooms like that, it says a lot about how important this industry has become. The broader semiconductor ecosystem benefits from that importance: $Broadcom(AVGO)$  $Micron Technology(MU)$  $A

$NVIDIA(NVDA)$ Nvidia is taking on one of the biggest obstacles to broader AI agent adoption: trust. Its new software is built to flag dangerous agent behavior, prompt injections, and unauthorized actions. That matters because safer agents should speed up enterprise adoption. More AI agents points to more inference, more GPUs, more CPUs, more networking, more memory, and more custom silicon. That looks supportive across the stack: $Advanced Micro Devices(AMD)$  $Broadcom(AVGO)$  $Micron Technology(MU)$  INTC. AI safety doesn't kill the AI trade. It could help unlock the next wave of it, since better trus

$Broadcom(AVGO)$  Bought the dip at 347. AVGO looks like it could pull off a move similar to what META and AMD did. Still extremely undervalued, and analyst price targets keep moving higher, now above 560. I'm loading up on cheaper calls. AVGO feels like the next one to run in the chip AI space.

$Broadcom(AVGO)$ This company's fundamentals have really disconnected from the stock price. The business is doing great and growing fast, but the market has rotated out of semis. I have a big position because I think it's a huge long-term winner. Not checking the price daily. Buy and forget.

$Amazon.com(AMZN)$ Up 275+ this week. Quarter-end window dressing should kick things off for what looks like an exciting holiday quarter ahead.

$Broadcom(AVGO)$ 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.

$Broadcom(AVGO)$ I’ve never seen this many new people checking out the board. What’s going on here?

$Broadcom(AVGO)$ $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.