P&L (8 July 2026) BROADCOM SAV-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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 Pitches a $230B 2028 Target — Why Is the Market Only Paying for Next Quarter?

Broadcom fell 2.74% on 2.35x volume, ~28% below its high, despite record revenue of $29.6bn, +86% YoY. Hock Tan set an FY2028 AI revenue target of $230bn, ~4x this year's — selling 2028 while the market pays for next quarter, which guided light. Macquarie upgraded at $490 on Anthropic's ramp; BofA cut its target while raising estimates — higher profits at a lower multiple. Peers held: Marvell +1.14%, Nvidia +1.80%. Bulls anchor on lock-in through 2028; bears on the discount rate: distant revenue is worth less until rates peak. Reprice on the $230bn roadmap, or wait for guidance to catch up?

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Slight pullback from&nbsp;<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> again today although to point out analyst at Morgan Stanley price it at $293 just today along with its Iridium deal.&nbsp;<a href=\"https://ttm.financial/S/ONDS\">$Ondas Holdings Inc.(ONDS)$ </a> rises slightly by 1%&nbsp;as well today.&nbsp;</p>\n<p>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. 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