To The Moon

$Broadcom(AVGO)$’s success in securing the Google TPU (Tensor Processing Unit) v7 deal certainly shifts the competitive landscape, but it doesn't signal an immediate "loss" for $NVIDIA(NVDA)$. Instead, it defines a clear split in the market: Custom ASICs (Application-Specific Integrated Circuits) for efficiency versus General-Purpose GPUs for cutting-edge performance. As of early 2026, here is how the competition is playing out between Broadcom-backed custom silicon and Nvidia's ecosystem. 1. The Broadcom Threat: Cost and Inference Efficiency Broadcom is helping "Hyperscalers" ( $Alphabet(GOOGL)$ Google, $Meta Platforms, In

Hello everyone! Today i want to share some trading ideas with you! 1 $Broadcom(AVGO)$ signed a long-term deal with $Alphabet(GOOGL)$ to develop future TPUs and supply networking and other components for Google’s next-gen AI racks through 2031. Broadcom also said Anthropic will gain access to about 3.5 GW of TPU compute starting in 2027. 2 Peter Beck’s annual letter makes it clear that $Rocket Lab USA, Inc.(RKLB)$ is evolving into a broader space infrastructure platform with growing backlog, deeper defense exposure & multiple growth engines. Rocket Lab is entering 2026 with real momentum behind Neutron, deeper n

$Broadcom(AVGO)$  

$Broadcom(AVGO)$  sbjl all way down pre market lol

$Broadcom(AVGO)$  

19 stocks I like most into April weakness. 99% chance $SPDR S&P 500 ETF Trust(SPY)$ bottomed BEFORE US-IRAN war ends. So these are undervalued: 1. $Coinbase Global, Inc.(COIN)$ $429.54 → ~$160 (-63%) Buy: $140–170 Crypto beta + institutional adoption rising 2. $Robinhood(HOOD)$ $153.86 → ~$75 (-51%) Buy: $65–85 Retail trading + crypto cycle leverage 3. $SoFi Technologies Inc.(SOFI)$ $32.73 → ~$14.93 (-55%) Buy: $13-$15 Fintech scale + profitability inflection 4. $SanDisk Corp.(SNDK)$ $777 → ~$650 (-16%) Buy: $600–650 AI storage demand + pricing power 5.

It is understandable to feel some "tech fatigue" right now. Seeing the market leaders—the engines that drove 2025 — suddenly stalling while geopolitical headlines dominate the ticker is enough to make any investor second-guess their thesis. However, based on current market behavior in early April 2026, we are not necessarily looking at a "tech winter" so much as a tech recalibration. Here is the breakdown of how the Mag 7 trend is likely to play out through the end of Q2 and what it means for your portfolio. The Geopolitical "Tax": Iran and the Strait of Hormuz The volatility you’re seeing is largely a "geopolitical premium" being priced in. The Energy Link: With the conflict in Iran threatening the Strait of Hormuz, energy prices are spiking. For the Mag 7, this is not just about fuel — i

ARKK Investment Tracker position change: Decreased position in Broadcom by 315 shares, the number of shares held decreased 0.17% compared to the previous period and now represents 1.02% of the total position.

$Broadcom(AVGO)$’s success in securing the Google TPU (Tensor Processing Unit) v7 deal certainly shifts the competitive landscape, but it doesn't signal an immediate "loss" for $NVIDIA(NVDA)$. Instead, it defines a clear split in the market: Custom ASICs (Application-Specific Integrated Circuits) for efficiency versus General-Purpose GPUs for cutting-edge performance. As of early 2026, here is how the competition is playing out between Broadcom-backed custom silicon and Nvidia's ecosystem. 1. The Broadcom Threat: Cost and Inference Efficiency Broadcom is helping "Hyperscalers" ( $Alphabet(GOOGL)$ Google, $Meta Platforms, In

Hello everyone! Today i want to share some trading ideas with you! 1 $Broadcom(AVGO)$ signed a long-term deal with $Alphabet(GOOGL)$ to develop future TPUs and supply networking and other components for Google’s next-gen AI racks through 2031. Broadcom also said Anthropic will gain access to about 3.5 GW of TPU compute starting in 2027. 2 Peter Beck’s annual letter makes it clear that $Rocket Lab USA, Inc.(RKLB)$ is evolving into a broader space infrastructure platform with growing backlog, deeper defense exposure & multiple growth engines. Rocket Lab is entering 2026 with real momentum behind Neutron, deeper n

19 stocks I like most into April weakness. 99% chance $SPDR S&P 500 ETF Trust(SPY)$ bottomed BEFORE US-IRAN war ends. So these are undervalued: 1. $Coinbase Global, Inc.(COIN)$ $429.54 → ~$160 (-63%) Buy: $140–170 Crypto beta + institutional adoption rising 2. $Robinhood(HOOD)$ $153.86 → ~$75 (-51%) Buy: $65–85 Retail trading + crypto cycle leverage 3. $SoFi Technologies Inc.(SOFI)$ $32.73 → ~$14.93 (-55%) Buy: $13-$15 Fintech scale + profitability inflection 4. $SanDisk Corp.(SNDK)$ $777 → ~$650 (-16%) Buy: $600–650 AI storage demand + pricing power 5.

It is understandable to feel some "tech fatigue" right now. Seeing the market leaders—the engines that drove 2025 — suddenly stalling while geopolitical headlines dominate the ticker is enough to make any investor second-guess their thesis. However, based on current market behavior in early April 2026, we are not necessarily looking at a "tech winter" so much as a tech recalibration. Here is the breakdown of how the Mag 7 trend is likely to play out through the end of Q2 and what it means for your portfolio. The Geopolitical "Tax": Iran and the Strait of Hormuz The volatility you’re seeing is largely a "geopolitical premium" being priced in. The Energy Link: With the conflict in Iran threatening the Strait of Hormuz, energy prices are spiking. For the Mag 7, this is not just about fuel — i

$Broadcom(AVGO)$  

$Broadcom(AVGO)$  sbjl all way down pre market lol

$Broadcom(AVGO)$  

ARKK Investment Tracker position change: Decreased position in Broadcom by 315 shares, the number of shares held decreased 0.17% compared to the previous period and now represents 1.02% of the total position.