$Apple(AAPL)$ It failed a breakout today, but there were glimpses where it held up strong even while the market was weak. I still like it above the 9ema, and it's sitting there now.
$NVIDIA(NVDA)$ Semis are still the heart of the AI boom. My top 5 semiconductor plays: NVDA, AMD, AVGO, MU, ARM. AI needs GPUs, memory, networking, CPUs, and ARM architecture. These five sit right in the middle of the biggest infrastructure buildout of our lifetime.
$Broadcom(AVGO)$ AVGO will have the free cash flow and earnings power to do exactly this, keep expanding buybacks in a big way just like NVDA. The chart may not look great, but shorting this doesn't make much sense. $30 in earnings power in 2028 puts this around 900 in 2 years.
$NVIDIA(NVDA)$ NVDA's Jensen Huang and AMD's Lisa Su were both at the White House state dinner with President Trump and President Xi, with AI, chips, trade, and U.S.-China technology policy still front-and-center. That detail stands out. Semiconductors have turned into strategic infrastructure, tied directly to AI leadership, data centers, national competitiveness, and global trade. When the CEOs of NVDA and AMD are sitting in rooms like that, it says a lot about how important this industry has become. The broader semiconductor ecosystem benefits from that importance: $Broadcom(AVGO)$ $Micron Technology(MU)$ $A
$NVIDIA(NVDA)$ Nvidia is taking on one of the biggest obstacles to broader AI agent adoption: trust. Its new software is built to flag dangerous agent behavior, prompt injections, and unauthorized actions. That matters because safer agents should speed up enterprise adoption. More AI agents points to more inference, more GPUs, more CPUs, more networking, more memory, and more custom silicon. That looks supportive across the stack: $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$ $Micron Technology(MU)$ INTC. AI safety doesn't kill the AI trade. It could help unlock the next wave of it, since better trus
$Broadcom(AVGO)$ Bought the dip at 347. AVGO looks like it could pull off a move similar to what META and AMD did. Still extremely undervalued, and analyst price targets keep moving higher, now above 560. I'm loading up on cheaper calls. AVGO feels like the next one to run in the chip AI space.
$Amazon.com(AMZN)$ The week is starting off with an opening bell drop. I still think $242 by Friday is possible. $235 is coming, so I'm holding off on buying for now.
$Broadcom(AVGO)$ This company's fundamentals have really disconnected from the stock price. The business is doing great and growing fast, but the market has rotated out of semis. I have a big position because I think it's a huge long-term winner. Not checking the price daily. Buy and forget.