$Broadcom(AVGO)$  We're just at the beginning of the AI infrastructure build-out, and significant spending is likely to continue for another five to six years. I'm loading up on chips. As for SpaceX, I'm pretty sure it will drop as quickly as it's going up. Meanwhile, AVGO looks like a bargain after the pullback, with a forward P/E of only 22. For a hyper-growth company, that's dirt cheap.

$Broadcom(AVGO)$ Now we're at a forward PE of 24, while historically it's been 40+. That's the bargain of the century. Chip demand is insane, and we'll be smashing the 600-700 mark by year-end. Solid buy case, and the average analyst rating here is 500+.

$Broadcom(AVGO)$ I'm just here picking up more shares.

$Broadcom(AVGO)$ It's not even logical anymore. Every time analysts raise their price target, the stock drops. What if they lower it—will it actually perform then? The average PT is $540, by the way, and the highest is $650.

$Broadcom(AVGO)$ All the gains from yesterday are gone, hope it recovers soon.

$SpaceX(SPCX)$ Closing between 180 and 190 today seems possible. Seeing it happen with $Advanced Micro Devices(AMD)$  and AVGO.

$Broadcom(AVGO)$ Patience should pay off here. The stock is likely to move higher relatively soon.

$Broadcom(AVGO)$ AVGO is going to take some time to recover; the drop was due to sky-high analyst price targets. Their fundamentals are solid, and more revenue is projected for Q3. As of right now, it feels heavily manipulated. Good luck to AVGO longs—in my opinion, we're headed for 500 by December. Tech usually does well from October to December.

$Broadcom(AVGO)$ Broadcom is paying off $2.5B in bonds early. They're using strong cash flow for the buyback. This lowers future interest expenses, cleans up the balance sheet, and shows real financial strength. The cash is coming from their AI business, which grew 143% last quarter to $10.8B.

$POET Technologies Inc(POET)$ $Broadcom(AVGO)$  Broadcom is the leader in the high-end silicon networking space. POET Technologies is my high-risk, high-reward bet on optical interconnects. If POET scales, the upside could be geometric. I'm keeping a close watch.

$Broadcom(AVGO)$ Someone posted that Trump bought SanDisk in January. It's true. These are his other holdings. Broadcom. If Trump has a position, we should be fine.

$Broadcom(AVGO)$ Feels like full manipulation due to high open interest in call options. Market makers and hedge funds are playing games to shake out the weak hands.

$Broadcom(AVGO)$  Bullish ascending triangle chart today. Up about $12. Trading pretty nicely.

$Broadcom(AVGO)$  AVGO has three specific triggers over the next two weeks. Trigger 1: Clearing the debt window (expected timeline: June 18-19). Once Broadcom finalizes the pricing of its debt buybacks this Wednesday, June 17, the mechanical "anchor" on the stock lifts. Historically, when a mega-cap tech giant completes a massive multi-billion-dollar debt adjustment, market makers release the stock, allowing it to catch up to where its semiconductor peers are trading. Trigger 2: The $35 billion "AI XPV Platform" inflows (expected timeline: late June). On June 9, Broadcom quietly announced a major strategic partnership with Blackstone and Apollo to build the AI XPV Platform. This is a $35 billion deployment speci

$Apple(AAPL)$ I haven't seen tech journalists gush over a beta release like they have over the iOS 27 developer beta. It's not even at the public beta stage yet, and they can't stop praising it. The new Siri is a game changer, and the performance improvements across the board are Apple at its best. Anyone with a device older than an iPhone 15 Pro will be rushing to get the 18 Pro when it launches. Or maybe even the brand new foldable iPhone Ultra. It's a great time to be buying and holding AAPL.

$Broadcom(AVGO)$ Broadcom just backed a $35 billion AI chip order. They're financing over 20 gigawatts of compute capacity through chip lease backstops. This is a next-level infrastructure play, turning custom AI silicon into bankable assets. AI demand isn't slowing down.

$Broadcom(AVGO)$  Still a buy under $400.

$Meta Platforms, Inc.(META)$ With all the other tech stocks up, $Broadcom(AVGO)$  $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  $Micron Technology(MU)$  should be up way more!

$Broadcom(AVGO)$  not raising guidance was a rough outlook. One reason they didn't raise was the war, but as I mentioned, that headwind is gone now. I'm not arguing about the outlook—I own a lot of shares with a cost basis around $30, and I'm not a trader. I'm just saying: no war, lower rates, better outlook. Or to put it another way, one condition for not raising guidance has been removed. Things look good.

To be clear, I'm bullish on Broadcom and agree that the reopening of the Strait is bullish. But I'm just saying that Broadcom in fact did not lower guidance or have a "bad" earnings call. In fact, most analysts raised price targets after the call. It is going higher. $Broadcom(AVGO)$