Semiconductor company and stock market darling, Nvidia (NVDA) has been on the run in the last few years, riding the wave of growing interest in (a) cryptocurrency and then (b) emergence of artificial intelligence (AI). A $1,000 investment 5 years before would have grown to >$30,000 by July 2024. Not surprisingly, investors have set their sights on finding the stocks that could become the next Nvidia. A good place to begin is by looking for: Companies that can benefit from the growing interest & investment in AI. or Other highly scalable businesses riding a similar decades-long trend. Tech Wave - 3 Hot Stocks. Nvidia is among a rarefied group as one of the world’s most valuable companies. The stocks below would not need to become that large (in value) in order for investors to enjoy

Decoding Broadcom earnings: the second-largest chip giant after Nvidia When it comes to AI development beneficiaries, besides the hotshot $NVIDIA Corp(NVDA)$   , $Broadcom(AVGO)$   definitely ranks high. As a leader in communication chips, Broadcom's network chips are essential for data transmission between AI chip clusters. Riding the AI wave, Broadcom's stock price has surged for two consecutive years, making it the second-largest chip giant by market value, just behind $NVIDIA Corp(NVDA)$   . $Broadcom (AVGO.US)$ is set to release its late

Is Broadcom the Hero to pull the semiconductors back up? Broadcom, a major player in the semiconductor industry, has been making waves for years. Known for supplying chips to some of the world’s biggest tech companies, Broadcom has consistently impressed with strong earnings and solid growth. But recently, market expectations have been sky-high, leaving investors wondering: Can Broadcom keep delivering? Why Are Expectations So High? There are a couple of reasons the market has its eye on Broadcom right now: 1. **Key Partnerships**: Broadcom's chips are integral to products from companies like Apple and Google, which means they are tapped into the biggest names in tech. These relationships give Broadcom a stable revenue stream. 2. **5G & AI Growth**: The ongoing rollout of 5G networks a

Broadcom (AVGO $Broadcom(AVGO)$ ) experienced a sharp decline in stock price following its Q4 revenue guidance, which fell slightly short of expectations. This market reaction, however, seems overly critical, driven by a heightened sense of caution among investors. Despite the disappointing forecast for its non-AI chip business, Broadcom's position in the artificial intelligence (AI) sector remains a key strength. The company's significant growth in AI-related products, especially its custom AI chips for major tech firms like Google and Meta, offers a bright outlook that investors should not overlook. Broadcom’s revenue growth, driven by AI, should reassure investors concerned about the sustainability of the AI boom. While non-AI business lines ha

When people think of the leading AI stock, $NVIDIA Corp(NVDA)$ often comes to mind. But recent 13F filings show billionaires are offloading NVIDIA stock and are now betting big on $Broadcom(AVGO)$ , which they see as a more promising AI stock.Billionaires Dump NVIDIA for 3 QuartersIn Q2, seven billionaires reduced their NVIDIA holdings:Why the sell-off? Likely reasons include profit-taking and portfolio diversification.NVIDIA's market value surged by $2.75 trillion since early 2023, driven by its H100 GPUs becoming a standard for AI data centers and its impressive pricing power. Enterprise demand for AI-Gpus far exceeds supply.But billionaires might be worried about several factors. One big concern is inc

Overview of the Market: The overall market has shown mixed performance lately, with tech stocks leading the gains for the year, driven by the artificial intelligence (AI) boom. However, signs of economic slowdown in sectors outside of AI are raising concerns. Inflation remains a persistent issue, and rising interest rates have put pressure on growth stocks, although companies tied to AI continue to perform well. Broadcom’s $Broadcom(AVGO)$   recent earnings outlook highlights the complexity of the current market landscape, balancing AI-driven growth with slowing demand in other sectors. Broadcom's Revenue Warning: AI Growth vs. Sluggish Demand Elsewhere  Broadcom, a key chip supplier to major tech comp

$博通(AVGO)$   Avgo, also known as Broadcom Inc., is a global technology company that designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions. Here’s a brief introduction to the company: ### Overview of Broadcom Inc. (Avgo) - **Founded**: Broadcom was originally founded in 1991 by Henry Nicholas and Henry Samueli. The company has undergone several transformations, including mergers and acquisitions, to become a major player in the semiconductor industry. - **Headquarters**: The company's headquarters is located in San Jose, California. - **Products and Services**: - **Semiconductors**: Broadcom is known for its extensive product portfolio which includes chips for networking, broadband, enterpri

This post is written before Broadcom (AVGO $Broadcom(AVGO)$ ) releases its fiscal 2024 third-quarter earnings report, which is scheduled for after the market close on September 5. Broadcom’s upcoming earnings report is highly anticipated, not just for the company’s results but for the broader insight it will provide into the semiconductor and artificial intelligence (AI) markets. Given Broadcom’s diverse semiconductor portfolio, ranging from networking to AI-specific chips, its performance will offer a key gauge for the health of these sectors. Investors, analysts, and tech watchers alike are focusing on how Broadcom assesses demand in these critical areas. The company is expected to report $12.98 billion in revenue with adjusted earnings per shar

$Broadcom(AVGO)$   Broadcom is set to release its fiscal 2024 third-quarter results on 5 September, with analysts projecting earnings of $1.20 per share on $12.96 billion in revenue. So far, Broadcom has impressed investors with a 43% gain in 2024, driven by its leading position in the semiconductor and infrastructure software markets. The key question here is whether the company can meet or exceed these high expectations. With robust demand for chips and cloud infrastructure, Broadcom has strong growth catalysts. However, given the lofty market expectations, any shortfall could result in significant volatility. Investors should closely watch guidance for the upcoming quarters, as macro-economic headwinds and po

*$Broadcom(AVGO)$  Short Straddle Strategy* - Sell call option with strike price $167.5- Sell put option with strike price $141- Total premium income: $195- Maximum profit: $195 (if stock price is between $141 and $167.5 at expiration)- Risks:    - Stock price surges above $167.5: potential loss from sold call option    - Stock price plummets below $141: potential loss from sold put option- Breakeven points: $169.45 (upper) and $139.05 (lower)- Suitable for investors expecting narrow stock price fluctuations with uncertain direction- Return on investment: 1.27% (annualized return: 231%) This strategy involves selling both call and put options with different strike prices, generating premium income while tak

Broadcom is currently showing solid growth potential, making it an attractive stock for investors in the semiconductor sector. Analysts have given AVGO a "Moderate Buy" rating, with an average price target of $240.08, representing substantial upside from its current trading price. Key points in favor of Broadcom include its strong revenue growth (up 47.3% year-over-year), an attractive valuation with a PE ratio of 6.19, and a low dividend payout ratio of just over 9%, which suggests dividend stability. Additionally, a recent 10-for-1 stock split has increased liquidity, potentially attracting more investors.

$Broadcom(AVGO)$ Breaking News: AI Takes Over Broadcom’s Q3 Earnings Call!” Sources say the Q3 earnings report may not even be delivered by humans anymore ~ it’s all AI from here, folks! 💬 Expect the call to sound something like: “Hello investors, I’m your AI overlord. Revenue this quarter? $13.04B. Also, I might partner with OpenAI. Thanks to me, your stock has split, and your portfolio is now self-aware. Goodbye, meatbags!” Is AI starting to write the financial reports too? Watch out for sentient stock options! 🤖

$Broadcom(AVGO)$ If Broadcom’s Q3 earnings were a durian, the AI segment would be the soft, creamy centre ~ rich, powerful, and definitely an acquired taste! 🌟 With AI sales tripling, OpenAI’s rumoured partnership is like finding a gold nugget in your durian. 💰 And hey, a $13.04B revenue forecast? That’s a jackpot bigger than Singapore’s F1 weekend! 🏎️ If these earnings don’t smell like sweet success, I don’t know what will⁉️🚀💸🍈🇸🇬🔥

$Broadcom(AVGO)$   AVGO didn’t disappoint on earnings. Unfortunately the market disappointed in its reaction The real key number was 12 billion for AI and that’s exactly what they came in with… The market is just in rhythm of doing its sell the news still, and now AVGO got the $NVDA treatment even though it already got it from NVDA 🤔🤪 These things often don’t end as they say until they get to all the generals and with AVGO that completes the AI big cap tech earnings smack downs 👑 🔨 There most likely will be upgrades on the name tomorrow but focus for most stocks will return towards non farm payrolls

$Broadcom(AVGO)$ Broadcom’s stock split may make shares more accessible, but let's be real: the AI business is what’s got everyone buzzing! 🤯 They’ve gone from making regular chips to “brain food” for AI, and now even OpenAI is rumoured to be knocking on their door. Revenue forecast? $13.04B. Net income? Slightly less, but who’s counting when AI is ready to take over the world? And yes, they’ve beaten analyst expectations so many times, even Nostradamus is jealous.

$Broadcom(AVGO)$ AVGO’s AI chips are hotter 🔥🔥🔥than a flat white ☕️on a cold Kiwi morning! 🌞 Imagine being so good at building AI tech that even ChatGPT wants your chips. Meanwhile, their revenue is expected to jump like it’s had too many flat whites—$13.04B this quarter! If OpenAI does indeed partner up, Broadcom will go from making chips to printing cash faster than you can say "stock split"! Will this AI boom turn Broadcom into a walking ATM? Beep boop, cash out! 💸