To The Moon

$Broadcom(AVGO)$  I feel the present semiconductor dip presents a potential buying opportunity for long-term investors, as  fundamental AI demand still remains strong despite recent market rotation and short-term volatility. The market rather is consolidating after significant gains, with investors becoming more discerning and reacting sharply to disappointing results like those from Oracle. Broadcom's robust Q4 2025 earnings report confirms continued strong AI demand, which we could likely interpret as a positive signal for the sector's underlying strength. 

While short-term volatility exists, medium term history suggests that after every downturn, chip sales continue to reach higher highs due to structural demand. For those with long-term horizon, the current dip could be an entry or adding point.

Finally is the AI Narrative Abandoned? Think the AI narrative is still very much alive, as evidenced by strong AI-related revenues reported by companies like Broadcom and ON Semiconductor. The recent market cooling may reflect a shift from "hype" to a focus on tangible revenue and profit generation, as seen with Oracle's stock tumble after missing revenue estimates despite heavy AI spending. Basically horses 🐎  for courses 🛣