$Broadcom(AVGO)$ Broadcom is one of those companies that doesn’t get as much hype as Nvidia, but quietly keeps delivering. With Citi and Goldman both expecting another beat, I’m honestly not surprised. The AI tailwinds are still very real for AVGO — especially with Google opening up access to its TPU ecosystem and hyperscalers ramping their infrastructure spending again. What stands out to me is the outlook: analysts are talking about triple-digit AI revenue growth heading into FY2026. That’s not a small number, and it shows how deeply Broadcom is tied into the AI supply chain. They’re basically becoming one of the “must-have” players behind the scenes. The question now is whether the stock already priced this in, or if there’s still room fo
The whole robotics sector suddenly woke up. iRobot shooting up, Richtech and Serve jumping double digits… even Tesla got pulled into the narrative. It’s pretty clear the market is betting on a Trump-era push for automation and robotics. Honestly, this doesn’t surprise me. Robotics has always been “the future theme,” just waiting for a catalyst. And now with government interest + rising labor costs + AI breakthroughs, it feels like all the pieces are lining up at the same time. The question is whether this surge is just a short-term hype reaction — or the beginning of a multi-year uptrend like what we saw with AI chips in 2023/24. For me, I’m not chasing, but I’m definitely watching. If robotics becomes the next big policy-backed sector, these early movers could still have plenty of room to
This year’s Black Friday isn’t just happening in shopping malls and on e-commerce apps. If you look at the market, quite a few good companies are also trading at “Black Friday” prices after months of volatility, rate worries, and sector rotations. So it makes me think: should we be rushing to buy discounted products, or quietly accumulating discounted stocks instead? When we talk about discounts on products, it’s very straightforward. A TV is 30% off, a phone is 40% off – but one year later, both are worth less than what we paid. The value is consumed. With stocks, a real discount is different. A good “Black Friday stock” to me is a company where the business is still solid – earnings are growing or at least stable, the competitive advantage is intact, management is still executing – but t