$Moderna, Inc.(MRNA)$ Money is going to flow back into big tech blue chips like $NVIDIA(NVDA)$ , $Alphabet(GOOGL)$ , and $Broadcom(AVGO)$ , partly for the dividends too.

$Broadcom(AVGO)$  A side note on Cathie Wood: she holds roughly 500,000 shares, with her most recent purchase at $416 on August 10. I'd guess she'll add more at these levels, and it should show up in the disclosures.

$Broadcom(AVGO)$  Ignore the noise. Broadcom hasn't lost its core partnership with Google on custom AI accelerators and networking components. The contracts are still officially active through 2031, and Google is just diversifying vendors. At the same time, Broadcom's custom silicon pipeline isn't dependent on Google alone anymore. They've locked in large multi-year custom accelerator and networking commitments with other hyperscalers, including Meta across multiple generations of MTIA chips, OpenAI, and Anthropic. I'm staying long and buying the dip.

$Broadcom(AVGO)$  If you sold today instead of buying, and swapped your shares for Marvell thinking that was the better move, don't quit your day job.

$Broadcom(AVGO)$  The VMware security breach story was overblown. Client admins simply didn't patch. The Marvell reaction also looks exaggerated since Google and Broadcom have a deal in place until 2031, so this drop feels pretty manufactured. Wall Street doing its thing and taking retail money.

$Broadcom(AVGO)$ AVGO is already such a large part of my holdings that I really don't need to add any more, but given the needless drop, I just couldn't resist adding to my position. The MRVL/GOOGL deal was predicted by Hock in the last CC, so it should have already been priced into the shares. Cheers!

$Broadcom(AVGO)$  AI revenue jumped 143%, and management is already looking at $100 billion+ in AI chip revenue next year. That kind of acceleration is remarkable.

The market is offering another chance to accumulate $Broadcom(AVGO)$  at discounted prices while the fundamentals keep accelerating. This weakness likely won't last. Once the reversal starts, the move higher could be fast and powerful. Massive AI demand, exploding revenue, and strong long term tailwinds are all in place. $Broadcom(AVGO)$  looks like it's setting up for its next major leg higher.

$Broadcom(AVGO)$ No real resistance here. 370 on deck before end of day. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Broadcom(AVGO)$  Marvell and others only win custom AI business because Broadcom passes on the smaller opportunities. Broadcom already has more than enough, and more than it estimated. So when tech-ignorant money managers claim Broadcom is losing business just because Marvell picked some up, those are pretty uninformed takes.

$Apple(AAPL)$  Industry analyst reports suggest the expected foldable iPhone Ultra could sell out right at launch, possibly limited to a US-only initial release at $2,000 to $2,500.

$Caterpillar(CAT)$ 900$Apple(AAPL)$  307.5/310 and $CoreWeave, Inc.(CRWV)$  110.3 breakout could send it toward 115/120.

$Apple(AAPL)$  Rothschild Redburn upgraded Apple to Buy with a $400.00 price target, pointing to AI and iPhone growth. They see Apple Intelligence optionality and stronger iPhone growth supporting continued upside.

$GoPro(GPRO)$ Being acquired by $Meta Platforms, Inc.(META)$  or $Apple(AAPL)$  would actually make a lot of sense. All that content would instantly put the acquirer into the sports-action world for ash-tray change. Turning GoPro footage into Apple TV or Meta short films would cost almost nothing.

$Apple(AAPL)$ I remember when analysts were calling for an imminent downfall of AAPL after it canceled plans for an EV to compete with Tesla. They also said no one would buy the iPad. These people don't seem to understand the stock, the customer base, or the product lineup.

$Apple(AAPL)$ Pairing this with $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  feels like a solid setup. I'm holding both long and not really worried at all. I think SOXL starts an upward spiral soon — like it's going to fly. DOGE as well. Not financial advice, just my opinion.

$Apple(AAPL)$ Being conservative here, I see. Ten is a solid number. I could see numbers like AAPL, NVDA, or maybe MO showing up down the road.

$Amazon.com(AMZN)$  Amazon's autonomous driving bet seems to be getting closer to real-world commercialization. Zoox, the self-driving unit under Amazon, is about to start its first paid robotaxi rides in Las Vegas soon. That's a pretty significant milestone, moving from testing into an actual revenue-generating service. The autonomous mobility space is clearly heating up, and Amazon is now directly competing in the future of transportation. The real question is how quickly Zoox can scale from a pilot program into a meaningful business.

$Amazon.com(AMZN)$ This was the only stock on my watchlist that ended in the red while the market went crazy. Feels like it should be rocketing toward 300.

$Apple(AAPL)$  I expect Apple to recover from this panic selloff pretty quickly. My target of 400 by summer 2027, or roughly within a year, still stands.