$Broadcom(AVGO)$ The market still doesn't give this one enough credit for the AI and networking mix baked into the business. It keeps getting treated like legacy semis even though the growth story says otherwise. The valuation makes more sense every quarter that custom silicon demand holds up. Feels like the re-rating isn't done yet.
$Broadcom(AVGO)$ Cramer says we'll go way higher once Anthropic does their monster IPO. They're the main buyer of our AI products for data centers. They're making $11 billion per quarter as a private company, with close to a $1 trillion valuation. AVGO has a bright future with low estimates by our CEO. Holding to no less than $472 PT.
$Broadcom(AVGO)$ Broadcom is on discount now, looks like a decent opportunity for new investors. The two biggest AI giants are getting ready to go public, and Broadcom is the secret engine co-designing and building the custom infrastructure chips for both of them. The growth ahead is staggering: Broadcom's AI semiconductor revenue is tracking to hit $115B in FY27, then doubling to $230B by FY28. CEO Hock Tan says demand is "simply hot" and compute needs are going to inflate even more. This isn't just a stock, it's the backbone of the entire AI revolution.
$Amazon.com(AMZN)$ For this to turn into a positive momentum trend, I'd want to see two things. First, it needs to trend above the 21-day moving average and stay above that line. Second, the 5-day EMA, which is curling up, also needs to cross above the 21. If both happen with volume, my guess is this heads toward resistance at 272.00. Some sort of confirmation above the 21 would be very bullish.
$Broadcom(AVGO)$ Broadcom's AI semiconductor revenue hit $16.7 billion, making up 56% of total revenue. That points to strong demand and a solid market position.
$Broadcom(AVGO)$ It must be rough being a bear and hoping for other people's losses just to feel like you're winning. The whole mindset comes down to shorting historic bull market runs while waiting for the home market to fall apart financially.