Shay Boloor — @FuturumEquities You can watch my full $AVGO earnings breakdown here:
https://t.co/vJshUPRv5f↗
Jun 4
Shay Boloor — @FuturumEquities I think $AVGO is down because earnings did not give investors enough upside surprise to fuel the next leg higher. At ~30x earnings, the market needed a bigger rais…↗
Jun 4
Shay Boloor — $AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems.
If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chi…↗
Jun 4
Shay Boloor — $AVGO Semiconductor Solutions revenue grew 79% YoY as it becomes the design partner for hyperscalers building custom AI inference chips.
$GOOGL, $META, OpenAI & Anthropic all…↗
Jun 4
Michael | Hypermarkets — TIER 1 — THE IRREPLACEABLE (Core Bottlenecks)
#1 $NVDA — The entire AI compute stack runs through NVDA. Every hyperscaler, every neocloud. NVDA remains the clearest monetization p…↗
Wolf Capital — Still holding my $FCEL spread, a little green in it, too toppy right now for my liking regarding everything else.. only lost a few hundred in $AVGO thank god for hedging.↗
Jun 4
IvanaSPEAR — $AVGO reiterating $100B guide for ‘27 while everyone is raising…
I think tried hard to lock everyone out of the value chain, but maybe didn’t work out as planned?
Customers want…↗
Jun 4
TheValueist — $AVGO ANALYST COMMENTARY
•Bloomberg Intelligence analyst Kunjan Sobhani
◦“Broadcom’s AI outlook fell short of elevated expectations, with 3Q AI revenue guidance of $16 billion belo…↗
Jun 4
Jeff York, PPT — $AVGO ran into strong resistance at $500. I'm looking for support today around $400. 👀 https://t.co/sAYHUvlDvR↗
Jun 4
The Assembly — $AVGO extends losses and is barely holding $400.
This is what happens when investors price in fantasy instead of fundamentals. https://t.co/xV4YpTSJJg↗
Jun 4
tae kim — Broadcom's nightmare $AVGO https://t.co/JFWDNy5gYP↗
Jun 4
Serenity — $SIVE looks like both a chokepoint and a bottleneck for CPO next year.
Keep seeing information published from nontechnical people who miss any nuances.
Here’s the reason why:…↗
Jun 4
Trade Whisperer — $AVGO Pulling back to the ~$420 region for another consolidation → breakout?
"[In 2026] we expect to achieve AI semi rev. of $56B, up 180. We reiterate our AI semi rev. guidance t…↗
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Serenity — @lousyjets No, people are misinterpreting $AVGO CEO comments.
Demand is insatiable in general, but hyperscalers don't want to be bottlenecked, so it's inevitable $GOOGL and other…↗
Jun 4
InvestmentGuru — $AVGO Broadcom just reminded everyone how high expectations matter.
Q2 FY2026:
✅ Revenue: $22.19B (+48% YoY)
✅ Adj. EPS: $2.44 vs $2.40 expected
✅ AI Revenue: $10.8B, more than do…↗
Jun 3
Serenity — Just some random notes about $AVGO earnings transcript
- Revenue target reiterated ($100B+ 2027, pretty sure markets wanted that to be raised this earning, hence the drop)
Remem…↗
Jun 3
TheValueist — $AVGO KEY READ-THROUGHS FROM BROADCOM Q2 FY26 EARNINGS CALL
Broadcom’s Q2 FY26 call was one of the clearest confirmations to date that AI infrastructure demand is extending from a…↗
Jun 3
TheValueist — $AVGO EXECUTIVE CALL SUMMARY: Broadcom Inc. (06/03/26)
Broadcom delivered a fundamentally powerful Q2 FY26 print, but the call’s investment significance was more nuanced than the…↗
Jun 3
Daave “3 and 30” Tepper — watching fintwit throw every brain cell at $Avgo earnings is a) hilarious and b) informing Izzy/ken’s “social media models” for their own alpha gen
Adult swim only
No edge
Don’…↗
Jun 3
Shay Boloor — $AVGO said the company entered an agreement to give Anthropic access to another 5GW of next-generation $GOOGL TPU-based compute starting in 2027. https://t.co/LeCW7lktEW↗
Jun 3
Shay Boloor — $AVGO is down over 13% after management kept its AI targets at 10GW in 2027 and $100B+ long term instead of raising guidance like prior quarters.
The pressure is also margin-relat…↗
Jun 3
tae kim — Jensen was right again
"fully expect that there will be some diversity of sources for them" $AVGO↗
Jun 3
Michael | Hypermarkets — @yellowfins82 @MarkVarga2024 I wrote in my notes 3 reasons why $AVGO would fail too.↗
Jun 3
Shay Boloor — @tradingguru316 Hmm is there enough demand for a $AVGO post-earning thought video on FE YT channel?↗
Jun 3
Shay Boloor — $AVGO CEO said its 2027 plan to ship 10GW of AI compute capacity is “still very much intact” with “a lot more gigawatts” expected in 2028.
AI compute demand is accelerating faster…↗
Jun 3
Michael | Hypermarkets — @MarkVarga2024 Why do you say that? Make sure you read the notes carefully! For $AVGO↗
Jun 3
Ben Pouladian — Hock Tan basically confirmed on Broadcom’s Q2 FY26 call that Google is diversifying TPU supply away from Broadcom with MediaTek.
Then Jensen shows up at Computex this week with Me…↗
Jun 3
Puru Saxena — Broadcom down 12% post ER. $AVGO
Semiconductors are very over-extended and the odds for a big pullback are elevated.
Over the past few trading sessions, we've drastically redu…↗
Jun 3
The AI Investor — $AVGO just reported:
"Q2 semiconductor revenue from AI of $10.8 billion grew 143% year-over-year, above our forecast, driven by increasing demand for custom AI accelerators and AI…↗
Jun 3
The Assembly — $AVGO printed monster numbers.
Revenue +48%, AI segment +143%, strong Q3 guide. Stock still dropped 6%.
Not because the print was bad, but because investors expected more.
I hav…↗
Jun 3
Trade Whisperer — $AVGO Q3 AI revenue expected to exceed $16 billion (>200% YoY growth)
Q3 Rev Guidance: $29.4 billion (+84% YoY)
Huge guidance but stock is down. People selling right now are e…↗
Jun 3
Wolf Capital — @amrevveejnas My speculation leads me to believe with the runup to ER it was being priced in for a sell the news event. $AVGO↗
Jun 3
Wolf Capital — Absolutely bagged on $AVGO at the moment, but this is a good lesson to always hedge your position, I’ll only potentially lose $300 instead of $5000. 🥲↗
Jun 3
Shay Boloor — $AVGO Q2 EARNINGS
• Revenue $22.2B vs Est. $22.1B
• EPS $2.44 vs Est. $2.39
• EBITDA $15.2B vs Est. $14.9B
• FCF $10.3B vs Est. $11.8B
• AI Semiconductor $10.8B vs. $11.3B (+143%…↗
Jun 3
TheValueist — $AVGO (Bloomberg) -- Broadcom reported adjusted earnings per share for the second quarter that beat the average analyst estimate.
SECOND QUARTER RESULTS
•Adjusted EPS $2.44, estima…↗
Jun 3
The Future Investors — 𝗕𝗿𝗼𝗮𝗱𝗰𝗼𝗺 𝗤𝟮 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $AVGO
EPS: $2.44 vs $2.40 est. ✅
Revenue: $22.19B vs $22.11B est. ✅
Guidance Q3 FY26:
Revenue: $29.4B vs $28.5B est. ✅
Adj. EBITDA…↗
Michael | Hypermarkets — In 5 years, $AVGO exploded 1000% from $47 to $470+
Tonight will be $AVGO biggest earnings in history.
I'm bullish on it and here's why:
1. AI Revenue Is About to Print the Bigge…↗
Jun 3
InvestmentGuru — CPO: The Bottleneck
Everyone’s watching GPUs. Semis. Memory. Nobody’s watching the wire between them. That’s the next bottleneck. And it’s real.
The Problem: AI Is Choking on Its…↗
Jun 3
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Jun 3
Wolf Capital — Yeah. I decided to add some spreads today before close. $498 afterhours! Excited for this ER $AVGO↗
Jun 3
InvestmentGuru — Overnight markets stayed strong in key tech and meme-driven names.
$MRVL extended its momentum, rising nearly 10% after a massive 32% surge in the prior session, fueled by Jensen…↗
Jun 2
Midas — $COHR
$AVGO
$ANET
$SMCI
$TSM
Follow me if you want to see when I enter these companies.↗
Jun 2
TheValueist — $GOOGL $AVGO $APX $BX RESEARCH NOTE - Anthropic-Google TPU Capital Stack: AI Infrastructure Becomes A Balance Sheet Trade
https://t.co/Mx0Q750EJG
Bottom Line: The Anthropic-Googl…↗
Jun 2
BULL OF BRITAIN — Why I flipped from bearish to bullish on $SIVE and added on to the $GFS news.
First, I was never short this. I fundamentally was bullish on the company when I bought in, but tur…↗
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
Jun 2
Wolf Capital — Said I was going to do it and I did!
Similar to my viral $DELL tweet, I am predicting a bullish outlook regarding $AVGO post ER.
Looks to be $489 at this present moment. I decide…↗
Jun 2
Serenity — The most consequential event of an entire company’s history.
Got released today with a photonics player.
Making them the functional standard laser for CPO, Pluggables, and SiPH.…↗
Jun 2
Serenity — @wangxindian @StormDirac I’m not sure people realize the gravity of this news with $GFS yet.
It’s probably more fundamentally groundbreaking than $SIVE + $JBL.
As $AVGO, $MRVL,…↗
Jun 2
Frenchie — Jensen Huang vient de vous donner le prochain x5
Au Computex, devant tout le monde, il a qualifié $MRVL de « next trillion-dollar company ».
On en avait parlé en stream mais Marv…↗
Jun 2
Jose Najarro Stocks — $NVDA $CRWV $MU $AVGO $GOOG
GOOGLE JUST TOLD YOU THAT YOU ARE NOT BULLISH ENOUGH ABOUT AI!! https://t.co/fSYsyW1zOF↗
Jun 2
InvestmentGuru — Overnight Market Movers
$CRDO falls more than 11% despite beating earnings estimates across the board. A reminder that in this market, strong numbers don’t always guarantee a posi…↗
Jun 2
amit — @ironimmigrant Well, $AVGO is one of them which is why they are moving after hours↗
Jun 1
Serenity — I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex…
Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout.
- $40B ATM, $30B offerings, Be…↗
Serenity — There's a new $SIVE short seller with 0 clue what they're talking about.
1. $MRVL Celestial is likely buying lasers directly with $SIVE as the laser supplier, not through $POET.…↗
Jun 1
TheValueist — People remembering $ANET , possibly the most disliked large GAI networking name, still makes quality $AVGO powered RocE v2 products at scale. https://t.co/8YG6c7A9Iu↗
Jun 1
InvestmentGuru — Earnings this week
$CRDO (Mon June 1, AMC)
Consensus EPS of ~$1.03 on revenue of $430M, implying a 153% YoY jump — and management guided $425–$435M for the quarter. The company h…↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
May 2026 · 91 mentions
May 31
Midas — $IBM
$MU
$NVDA
$ORCL
$ADBE
$MSFT
$AVGO
If this helped you out, follow me for more.↗
May 31
InvestmentGuru — BIG WEEK AHEAD — Here’s what I’m watching
MACRO
➜ Friday’s May nonfarm payrolls report drops — consensus at +93K jobs. Apollo’s chief economist thinks it prints well above that. J…↗
May 31
PhotonBull — Personally interested in some of the companies reporting earnings this week
The ones I will be watching: $CRDO $HIVE $PANW $AVGO $CIEN
Anything on your radar for this week?↗
Daniel Koss — Could SK Square be a 10x stock?
I believe SK Square (KRX: 402340) could be one of the craziest risk/reward opportunities in the market right now!
Please read the full post to und…↗
Apr 30
InvestmentGuru — The full CPU stack: understands each layer, you can find many play
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB…↗
Apr 30
Serenity — I am now long MSSCorps (6830) ~$1.4B MC
This appears to be a functional monopoly in CPO for inspection.
But markets might have conflated that with Material/Failure Analysis with…↗
Serenity — @yuntungshieh I think Nvidia would rather have $SIVE stay independent.
So we might see some share acquisition from $MRVL, AlChip… or maybe an acquisition by $AVGO to chokepoint th…↗
Mar 31
Serenity — It would be a shame if $AVGO bought $SIVE for $300m…
Then controlled the near term roadmap for $NVDA and $MRVL from the upstream light source level.
I’m sure Broadcom isn’t think…↗
Mar 31
Serenity — @WoosySol Why do people keep asking me this for every single ticker.
If CPO inflection is coming in late 2026, I'm holding $SIVE, since I'm frontrunning the next photonics shift.…↗
The Future Investors — What a week. Pure fear in the market 😱📉
Next week, a new round of earnings 📊
Monday: $CRDO, $MDB
Tuesday: $SE, $CRWD
Wednesday: $AVGO
Thursday: $MRVL
Which one are you lookin…↗
Feb 26
TheValueist — $META $NVDA $AMD $AVGO Meta’s Internal Chip Design Efforts Hit Roadblocks
Summary by Bloomberg AI
Meta has run into problems with AI chips it is designing internally and has scrapp…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
The Future Investors — @Banana3Stocks @JP_Money_95630 @blondebroker1 @StockPatternPro We just finished our full deep dive into $AVGO 👇
https://t.co/llmctZQUSZ↗
Jan 29
The Future Investors — $AVGO Our 𝗕𝗿𝗼𝗮𝗱𝗰𝗼𝗺 Deep Dive is live! 🚨
🔍 Full breakdown: Management, Market, Growth & Financials
⭐ Fundamental Score (0–100)
Broadcom quietly powers the world’s d…↗
Jan 24
The Future Investors — $AVGO Our next Unpacked drops at the end of next week 🔥
We’re diving deep into Broadcom — including our fundamental score 🔍⭐
Don’t miss it. Sign up here 👇
https://t.co/ndlUJQF…↗
Tech Fund — It's becoming increasingly important for the leading semi providers who wins the LLM race. If Gemini becomes the big winner, obviously not good for $NVDA and great for $AVGO in the…↗
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
Dec 23
The Future Investors — You’ve spoken...the next Unpacked will be Broadcom $AVGO. Full deep dive + our final score ⭐. Out in January!
Make sure you get it! Sign up now in the comments 👇 https://t.co/H2P…↗
Raging Capital Ventures — Feels like it is about time to short $NVDA and $AVGO. Tons of juicy market cap.↗
Nov 9
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈
1. $MU | Micron - 0.22
2. $SE | Sea Limited - 0.53
3. $DASH…↗
October 2025 · 16 mentions
Oct 31
Ray Wang — It's true that fewer "Taiwanese winners" in the $GOOGL / $AVGO supply chain.
KYEC is one of the few. https://t.co/ep6BDJHFXy↗
Oct 30
Lawrence McDonald — S&P 500
A. Relative Strength is strong, close to a 70-handle, yet fewer than 30 stocks have an RSI near 70.
B. Close to 18% of the index composition is in three stocks: Nvid…↗
Oct 30
Zephyr — @Jason73821 $AVGO is winning orders and revising up CoWoS demand
Don't wanna sell↗
Oct 23
Ray Wang — Anthropic: "We are announcing that we plan to expand our use of $GOOGL Cloud technologies, including up to one million TPUs..." $AVGO https://t.co/Hg5iFjRBzF
September 2025 · 7 mentions
Sep 30
Ray Wang — As my previous note suggested, the bigger downside risk for MediaTek moving forward is the ASIC project.
First is $GOOGL, apparently, and next will be $META, it's happening in fro…↗
Sep 23
Ray Wang — Analyst @Srasgon sees the deal as supportive of NVIDIA’s growth into 2026+, with no near-term risks. While AVGO shares dipped on the news, Bernstein views AI spending growth as a p…↗
Sep 23
Ray Wang — @przidnt1 I think u misunderstood. The part on Meta is about the competition between MediaTek and $AVGO for design service for next gen MTIA of $META↗
Sep 22
Ray Wang — Reading through the statement: "OpenAI will work with NVIDIA as a preferred strategic compute and networking partner for its AI factory growth plans."
$ALAB $NVDA $AVGO https://t.…
August 2025 · 1 mention
Aug 11
Nancy Pelosi Stock Tracker ♟ — Halfway through 2024, she opened a new position in Broadcom
She originally bought up to $4M of calls on 6/24/25
$AVGO then rose ~40% from the day she bought through the end of 20…↗
July 2025 · 2 mentions
Jul 10
Nancy Pelosi Stock Tracker ♟ — For those trading alongside her on Autopilot, your increase to $AVGO should go through soon
For those waiting to start, now may be that time🤝
Connect your broker, select the Pel…↗
Jul 10
Nancy Pelosi Stock Tracker ♟ — BREAKING 🚨 Nancy Pelosi just filed a new trade
She exercised the Broadcom call options she bought last year
She now owns 20,000 shares of $AVGO worth up to $5,000,000
Since her…↗
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 31
Wolf Capital — @Knightwon1 Yep, $AVGO’s custom ASICs + networking are the pickaxe layer that actually scales profitably.↗
May 31
InvestmentGuru — 10 Best Stocks to Own Right Now
A conviction list built for this market. AI infrastructure. Memory supercycle. Fintech re-rating. Photonics bottleneck. Every name here earns its s…↗
May 30
Wolf Capital — $AVGO may explode
https://t.co/Z5jU9BPrKm↗
May 30
Wolf Capital — @Remzztrades Thats what im thinking. $AVGO
https://t.co/Z5jU9BPrKm↗
May 30
Wolf Capital — @itsmichaelluu I was thinking the same thing! I really like
$AVGO here.
https://t.co/Z5jU9BPrKm↗
May 30
Wolf Capital — So you’re telling me $DELL crushed it after their earnings report MASSIVELY.
Well now I have my eyes on $AVGO reporting June 3 after market close.
I am not missing out on this.…↗
May 30
Shay Boloor — These AI suppliers are on pace to generate over $500B in operating profit this year:
• $NVDA ~$258B (+98% YoY)
• $MU ~$108B (+104% YoY)
• $TSM ~$95B (+53% YoY)
• $AVGO ~$69B (+171…↗
Michael | Hypermarkets — Yesterday, $DELL spiked 45% after its Q1 earnings.
Options exploded 20000%-30000% in 1 day (rare).
Next week, there's 4 earnings with exact same set-up:
1. $CRWD 📅 Earnings: Ju…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 30
The Future Investors — One of the final Q1 earnings weeks is coming up 📊
Monday: $CRDO
Tuesday: $PANW
Wednesday: $AVGO, $CRWD
Thursday: $RBRK
Which company are you watching most closely? 👇👀 https://…↗
May 30
Serenity — > markets went from doubting $SIVE customers ($150m MC)
Turns out it’s likely companies eg. $JBL, Ayar, $AAPL, Defense Primes, $MRVL celestial.
> to doubting their execution ($6…↗
May 30
Serenity — Had some more time go through $SIVE earnings transcript, it’s very bullish:
- $JBL pluggable partnership led to more optical transceiver requests for $SIVE
So maybe Innolight/E…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗
May 28
Serenity — @duedilligently I haven’t seen anyone credible doubt Win Semi’s ability to scale capacity.
They’re extremely dominant, and are a critical part of current supply chains from Space…↗
May 27
The Claude Portfolio — Update: Claude's top position is making a comeback
For the last 2 months, ServiceNow $NOW has seen some volatility, yet Claude has bought the dip through it all
The position is u…↗
May 26
Shay Boloor — $NVDA is now worth more than $AVGO, $AMD, $MU, $QCOM, $TXN, $INTC, $AMAT, $LRCX and $KLAC combined.
Thats what happens when one company sits at the platform layer of AI and captur…↗
May 26
Shay Boloor — $AVGO launched the BCM68850 which is a new chip that turns your home internet router into a mini AI computer.
Broadcom says it brings symmetric 50G speeds, post-quantum security a…↗
May 25
Shay Boloor — Huawei claims its new LogicFolding approach can help narrow the gap with $TSM by improving chip density, latency & power efficiency without relying only on smaller transistors.
TS…↗
rubicon59 — Profiled here last summer along with $INTC as "Two bright dumpster fires", $MRVL is +3x since, while $INTC +6x, far outpacing $AVGO. Lessons learned? https://t.co/GN3QR9kCsI↗
May 23
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026
1. $TSLA building one of the most vertically integrated humanoid stacks combining Optimus Gen 3 hardware, its in-house AI5 inference chip & same F…↗
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
May 22
InvestmentGuru — 10 Most Exciting Stocks
1. $SNDK (SanDisk)
The top-performing stock on Morningstar’s coverage list in 2026 — up a staggering ~464% YTD as flash memory demand for AI data centers…↗
May 21
Shay Boloor — $NVDA networking is now running at a $60B+ annualized pace, growing ~200% YoY and nearly the size of $AVGO total 2025 revenue.
As AI clusters scale, the bottleneck becomes how fas…↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 19
The Claude Portfolio — 49 days ago we set Claude up with a brand new $50,000 stock portfolio
So far, it hasn't outperformed the market
Since inception:
SPY: +8.37%
Claude: 3.37%
It's picked a couple b…↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 18
Jason's Chips — Leopold released his 13F and uhh... WHAT IS THIS?
Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML
Bro turned into Michael Burry
However, the fact that he was in these positio…↗
May 18
Jukan @COMPUTEX — UBS models 2026 TPU shipments at 4.13 million units in total, consisting of 3.68 million units from AVGO and 450,000 units from MTK.
For 2027, UBS models total TPU shipments at 9.…↗
May 17
Serenity — Donald Trump is apparently long Sushi.
I genuinely find it hilarious the President took a large % ownership of Kura Sushi ( $KRUS, ~$600m MC).
Among everything from $AVGO to $NV…↗
May 17
InvestmentGuru — $NVDA EARNINGS INCOMING
Next week is not just a print — it’s a macro event for the entire AI trade.
→ Blackwell demand visibility is the #1 watch item
→ Data center revenue guide…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
Dillon Valdez — AVGO vs AMD is not the same AI infrastructure bet.
AVGO is custom AI silicon + networking tied to hyperscaler architecture.
AMD is merchant compute: EPYC + Instinct trying to win…↗
May 16
Mike Investing — SpaceX $SPCX is officially set to go public on June 12.
This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector.
These are the criti…↗
May 16
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
Shay Boloor — Stanley Druckenmiller fully exited his $GOOGL position last quarter and initiated new positions in:
• $AVGO ~$61M
• $SNDK ~$24M
• $INTC ~$18M
• $ARM ~$16M
• $NET ~$11M
• $MU ~$8M…↗
May 15
InvestmentGuru — Trump’s Q1 2026 Portfolio Moves Just Dropped, And the rotation tells a very clear story.
What He SOLD
→ $AMZN — $5–25M range
→ $META — $5–25M range
→ $MSFT — $5–25M range
Exiting…↗
May 15
Mike Investing — Earlier today President Trump revealed his Stock Purchases for 2026…
There were over 3,600+ transactions and revealed $1M+ positions in these stocks:
$NVDA, $NOW, $ADBE, $ORCL, $…↗
May 14
tae kim — The market suddenly discovered these little-known chip related stocks with strong fundamentals today! $NVDA $AVGO $TSM https://t.co/QjMXnVLONI↗
May 14
Michael | Hypermarkets — All the stocks Trump bought are up 100%-200% so far.
When he says to "BUY THE DIP" you do it if you want to retire before 40.
1/ NVIDIA $NVDA — AI compute is the oil of the 21st…↗
May 14
Shay Boloor — President Trump’s latest 278-T filing reportedly disclosed 3,600+ transactions so far in 2026.
The filing appears to show $1M+ positions in:
• $NVDA
• $AAPL
• $ORCL
• $AVGO
• $NOW…↗
May 14
Serenity — Interesting report that I missed that Shunsin (6451) landed $AVGO CPO/SiPH orders…
And their EPS growth rate could reach over 1240%.
Of course this is confidential and is media s…↗
May 13
Serenity — So here's the napkin math I did on Nextronics (8147) when I went long.
They're the $NVDA CPO supplier for CPO connectors and cage thermal modules.
And I modeled around 2 FWD p/e…↗
May 12
Tech Fund — $AVGO vs $MRVL - Evercore channel checks
Both good companies, still holding both https://t.co/nguzzDpvhR↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
InvestmentGuru — ANTHROPIC REVENUE TRAJECTORY IS BREAKING MATH
→ Jan 2025: $1B ARR
→ Dec 2025: $9B ARR
→ Apr 2026: $30B ARR
That’s a 30x in 15 months.
One analyst is now projecting $100B by end of…↗
unusual_whales — Just five companies, Alphabet, $GOOGL, Nvidia, $NVDA, Amazon, $AMZN, Broadcom, $AVGO, and Apple, $AAPL, have accounted for half of the S&P500 growth since April, per FT: https:…↗
May 10
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
InvestmentGuru — THE MEMORY SUPERCYCLE — and you can play it with ETFs right now.
4 tickers. Different risk levels. Same mega-theme.
$DRAM — +80.3% YTD
→ The pure-play memory ETF
→ SK Hynix 26%…↗
May 9
rubicon59 — Financing for $AVGO, financing cor SK Hynix….what’s next, financing for hyperscalers?↗
May 8
TheValueist — $AVGO (Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are among private credit lenders involved in talks with chipmaker Broadcom Inc. over a roughly $35 billion fi…↗
May 8
The Claude Portfolio — Breaking: Claude just made it's largest overhaul of the portfolio to date
Here's what it did with the $50,000 we gave it
1. Closed Nvidia position for a 5% gain
2. Closed Devon E…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 7
Shay Boloor — OpenAI’s reported $AVGO custom AI chip deal has allegedly hit a $18B financing snag tied to $MSFT not committing to ~40% of the first wave chips.
Hard to buy when AI compute deman…↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
May 7
Shay Boloor — $AMZN custom silicon business hit a $20B annualized run rate in Q1 2026 growing triple digits YoY.
CEO Andy Jassy framed the chip business as a $50B standalone equivalent which wo…↗
May 6
Frenchie — Devinez quel boîte profite du triple narratif Mémoire — Photonique — Quantum ?
Et bien c’est $VECO
Tout le monde regarde $NVDA, $AVGO , $MRVL, $TSM, la mémoire, le CPO et la ph…↗
Shay Boloor — OpenAI partnered with $NVDA, $AMD, $AVGO, $INTC and $MSFT to develop MRC which a new protocol for large AI training clusters.
The goal is to improve GPU networking performance and…↗
May 6
Jason Luongo — 4. $AVGO - Broadcom (Custom Silicon)
The company building custom AI chips for the hyperscalers. Q1 AI revenue hit $8.4B, up 106% year over year. Custom accelerator business grew 1…↗
May 5
The Future Investors — Impressive visual from @LeverageShares
It shows just how far ahead Nvidia is in profitability versus the rest of the semiconductor industry.
Expected FY2026 net profit 💰
🟢 $NVD…↗
May 5
Shay Boloor — AI has turned semiconductors into one of the most profitable sectors in the market:
• $NVDA owns main AI compute layer
• $AVGO monetizes custom silicon, networking & connectivity…↗
May 5
TheValueist — $NVDA $AMD $AVGO $META RESEARCH NOTE - OCI-MSA and the Shift to Optical Scale-Up Fabrics in AI Infrastructure
https://t.co/gmtMlUSprH
https://t.co/4zHwQj4rkY
Bottom Line: OCI-MSA…↗
May 4
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
Serenity — If you're curious about Goldman's Report:
They expect "significant EPS upside" among:
1. Optical modules and engines
2. CW lasers and EMLs
3. PCB/CCL manufacturers
Here's the ma…↗
May 3
BULL OF BRITAIN — WE ARE SO EARLY.
Goldman Sachs just published their CPO supply chain map for $NVDA and $AVGO. It's good but realise how many names are MISSING COMPLETLY.
$SOI - Not listed anywh…↗
May 3
Serenity — Just in case you’re wondering why I’m so bullish on CPO.
Like $SIVE (Lasers), Shunsin (Packaging), MSSCorps (Yields), Win Semi / $TSEM (Foundry).
“The CPO market is projected to…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
May 2
InvestmentGuru — $MXL makes the chips that sit inside the optical interconnects powering AI data centers — high-speed, low-power connectivity solutions that every hyperscaler building next-gen infr…↗
May 1
The Claude Portfolio — Breaking: Claude just bought a new stock and it's already up 8%
Earlier this morning, Claude took our $50,000 and opened a brand new position in Ardelyx $ARDX
Here's it's reason…↗
May 1
Wayne Liang — $SNDK crushed their earnings. Typical "sell-the-news" volatility, and we're right back to flat.
Datacenter revenue up 233% YoY... demand is accelerating, as expected. The entire d…↗
— Today is the day!!!
$GOOGL
$MSFT
$AMZN
$META
all have earnings.
I'm super pumped and feel like all my favorite movies are coming out all at once haha
Who's excited? I probab…
Serenity — @kapitonov_ivan So $SIVE doesn't handle capacity scaling, Win Semi does volume ramp.
Win is massive. $AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them.
They're in $AAPL,…↗
Apr 28
Serenity — “1.6T optical modules are near mass adoption this year”
So nothing new but this just confirms timelines for volume production/mass adoption H2 2026.
$AVGO and $MRVL are cited as…↗
Apr 27
The Claude Portfolio — New: On Friday, Claude bought the dip on defense stocks by adding Kratos Defense to the portfolio
It gave $KTOS a one month price target of $70.65
Today it's already up 4%
Here'…↗
Apr 27
BULL OF BRITAIN — $SIVE Deep Dive
Sivers Semiconductors. Swedish. ~$1B market cap. Indium phosphide laser supplier sitting inside the supply chain of every major AI optics architecture being built…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 27
InvestmentGuru — The full CPU stack: check for details in post
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon…↗
Apr 27
Serenity — @ponzy_picasso I value $SIVE $2B+ today, and think they can hit $10B+ next year... and more in 2028.
Their likely existing users before volume ramp:
- $AMD CPO | $GFS
- $MRVL CPO…↗
Apr 27
tae kim — I spy an anchor $INTC packaging customer. Also, net net not good for $AVGO !↗
Apr 27
tae kim — Is this good or bad for $AVGO per latest newsflow consensus? It has been too back and forth chaotic to keep track↗
Apr 26
InvestmentGuru — The full CPU stack:
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon- $AVGO $MRVL
Future Archi…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 26
Serenity — @Sopcaja No, because $SIVE volume ramp is de-risked by Win Semi, my other long.
Win is the foundry for $AVGO and existing SpaceX/Hyperscaler supply chains, so it's heavily dependa…↗
Apr 26
Mike Investing — THE FULL PHOTONICS BOTTLENECK
It’s clear that the next phase of AI scaling is no longer compute, but rather optical connectivity.
1. $AAOI builds high-speed transceivers with ver…↗
Apr 25
The Claude Portfolio — The Claude Autonomous Agents have officially arrived.
Three weeks ago we gave them a brand new $50,000 portfolio to see how well they do at investing in stocks.
Their goal is to…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 23
Serenity — @B_Funk_ Win Semi hands volume ramp for companies like $SIVE.
Win is massive and is the foundry for SpaceX supply chains and $AVGO.↗
Apr 23
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Apr 23
Serenity — There's a reason I spotlight EU small caps.
This my investment thesis that I haven't publicly stated yet.
And I hope people spend the time to read:
From $ALRIB (quantum/MBE), $L…↗
Apr 21
The Claude Portfolio — Breaking: Claude just bought the dip in Reddit $RDDT
Three weeks ago, we set Claude's agents up with a brand new $50,000 portfolio
So far its done well and is up 8%
Today they b…↗
Apr 20
Serenity — @JerryOBrie16396 Win Semi handles volume ramp for $SIVE.
And Win is a massive established foundry for $AVGO and SpaceX supply chains already. So that scaling is de-risked.↗
Apr 20
Serenity — I'm telling you all...
Lot of stuff in the $SIVE supply chains make very compelling longs.
Win Semi (3105) just goes up 10% a day then halts trading after hitting its max.
Obvio…↗
Apr 19
Serenity — Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me.
I have high conviction in that statement.
Which is why I'm long the entire…↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
InvestmentGuru — Project Glasswing — AI Just Changed Cybersecurity Forever
Project Glasswing is a major signal shift: AI is no longer just a tool for building software — it’s now actively breaking…↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 17
Serenity — @StrateGeee Ah I should have bought some… I have regrets seeing it go up now since they do the laser modules and stuff for $AVGO↗
Apr 17
Serenity — I actually don’t have positions but gave some slight DD away for subscribers earlier.
I expect PCL Technologies (4977) to double as well.
Since they’re doing everything in $AVGO…↗
Apr 16
The Claude Portfolio — $AVGO BUY
"Dominant custom AI ASIC manufacturer with 60-80% market share; $73B backlog; Nvidia-Marvell deal validates hyperscaler custom chip thesis. 25% pullback from 52-week hig…↗
Apr 15
Serenity — No. This type of BS mindset needs to stop.
What I do is point them out to retail first before the 100-500%+ returns.
US institutions like Point72 or Apollo would have bought th…↗
Apr 15
The Future Investors — $META $AVGO Meta is doubling down on AI, committing to 1 gigawatt of custom chips with Broadcom in a multi-year deal through 2029 to expand its in-house AI infrastructure 🤖 ⚡ http…↗
Apr 14
The Claude Portfolio — Correction: Claude actually decided to hold $NOW at its current 8% allocation
We are looking into the reasoning for why it made a last minute change as it originally decided on th…↗
Apr 14
The Claude Portfolio — Breaking: Claude just bought a new stock & made $NOW it's largest holding
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've bea…↗
Apr 14
Midas — $AVGO +23% play for today.
Posted by one of the 7-figure traders in my community.
Join for free below:
https://t.co/Qi4tZjtQLM https://t.co/aXHxwyJjyd↗
Apr 14
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
Apr 13
Serenity — I actually thought $SIVE should be trading at $2B+ MC today (from ~$520m) if they were listed as a US company.
Not later this year.
Since I’m not sure how:
- $LWLG trades at 3.…↗
Apr 13
InvestmentGuru — Overnight markets flashing risk 👇
U.S. futures slipping while oil surges on fresh Middle East tensions and a potential Strait of Hormuz blockade.
Energy ripping
→ $OXY +8%
→ $XO…↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 10
Serenity — @iamsattam I'm citing this as the old precedent on when Win Semi announced private placements, $AVGO became their lead customer.
My guess was they just acquired a new long term cu…↗
Apr 10
Serenity — So private placement is ~9.4% dilution via 40M new shares via Win Semi (3105).
Any other stock I'd be cautious... but last time Win did this, $AVGO took a stake in Win Semi.
And…↗
Apr 10
The Claude Portfolio — Breaking: Claude just bought two new stocks bc of the March CPI print
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've already…↗
Apr 10
Serenity — There's many nuanced architectural changes for "supercycles" in photonics.
If you feel like you missed $LITE from last year, just frontrun the next cycle with CPO / lasers.
$SIV…↗
Apr 9
The Claude Portfolio — Transparency performance update
Since inception on 3/4/26, Claude is outperforming the SPY and has already made $1,760.
Claude +3.52%
SPY -0.82%
1,335 investors have Autopiloted…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 8
Nancy Pelosi Stock Tracker ♟ — New: Pelosi really might be her
Yesterday, Anthropic partnered with 10 companies they trust to help roll out the most powerful AI model ever built
She owns 7 of them
Amazon $AMZ…↗
Apr 8
KawzInvests 🦑 — $AEHR is up +66% since my last post in 5 days.
The three catalysts that matter most haven't happened yet.
Posted the full thesis here before it moved. 4 separate orders across 4…↗
Apr 8
Serenity — @AsianbeBlazin yeah i decided have a higher concentration on $AEHR after the new silicon photonics t1 customer like $LITE, $AVGO, or $COHR.
a ton of of retail investors misunderst…↗
Apr 7
The Claude Portfolio — Breaking: Claude just made it's first trade
Last week we gave Claude agents a new $50,000 portfolio to see how well they do at picking in stocks
So far, they've already outperfor…↗
Apr 7
Serenity — For the next photonics CW laser chokepoint.
Personal high-beta exposure tierlist:
1. $SIVE: $302m
2. $AAOI: $8.35B
3. Yuanjie (688498): $13.55B
4. $MTSI: $17.4B
5. $LITE: $56.1B…↗
Apr 7
The Future Investors — $AVGO $GOOGL Broadcom will design the next generations of Google’s custom AI chips 🤖 and expanded its deal with Anthropic, giving it access to 3.5GW of compute powered by Google’s…↗
Apr 7
Serenity — What a sleeper OP pick.
Still almost nobody talks about Win Semi ($3105.TWO)…
From $LITE to $SIVE. And $AAPL to $AVGO to SpaceX.
Feels like everyone uses them?
$5.4B price ta…↗
Apr 6
TheValueist — $GOOGL $AVGO $NVDA $LITE (Bloomberg) -- Broadcom Inc. confirmed plans to deliver chips to AI startup Anthropic PBC using Google’s tensor processing units, or TPUs, offering an alte…↗
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
Apr 5
Serenity — @AtlasShrug1 It's not greed, it's fundamentals. $AEHR went up in price is because they landed the leader in optical transcivers.
This could be $AVGO, $LITE, $COHR, $MRVL, $CSCO or…↗
Apr 4
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
Apr 4
KawzInvests 🦑 — Every photonic IC has a failure curve that looks like a bathtub.
Failure rate spikes in the first 1,000 hours of operation. Latent defects in the crystal structure, micro-voids in…↗
Apr 4
Serenity — The most viral story on $RDDT right now:
-> Guy started with $300,000
-> Gets lucky with individual names at April 2025 bottom
-> Runs it up to $3,000,000 and claims they had fi…↗
Apr 4
KawzInvests 🦑 — This supply chain has 6 stages from raw substrate to live hyperscaler network.
Every company in stages 3, 4, and 5 competes for a socket. $COHR or $LITE wins the laser. $AVGO or $…↗
Apr 3
KawzInvests 🦑 — $AEHR has received 4 separate orders in under two months across different platforms.
Each one covers a different burn-in use case. AI processor production. Silicon photonics quali…↗
Apr 2
The Claude Portfolio — 2. Broadcom $AVGO - 10%
Claude bought the dip on $AVGO as part of it's "why now" is that it's 25% off highs
Also another reason is OpenAI partnership ramping up later this year h…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Apr 1
KawzInvests 🦑 — @aleabitoreddit The part most people miss is $AEHR and $VIAV are the only two names here that do not require you to pick a winner. $AEHR burns every photonic wafer before it ships…↗
Apr 1
Serenity — $AEHR looks extremely promising at ~$1.1B MC.
Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI.
If we look at the timeline and speculated customer…↗
The Claude Portfolio — 3. Broadcom $AVGO
Looks like Claude is buying the dip on $AVGO as part of it's "why now" is that it's 25% off highs
Also another reason is OpenAI partnership ramping up later thi…↗
Apr 1
The Claude Portfolio — Introducing the 15 stocks it picked:
Vistra $VST 10%
Broadcom $AVGO 10%
Thermo Fisher $TMO 9%
Eli Lilly $LLY 8%
Gold $GLD 7%
Cigna $CI 7%
Okta $OKTA 7%
Devon $DVN 6%
Booz Allen $B…↗
— CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 30
Serenity — It’s funny a shower thought…
Probably put $SIVE on the radar for $QCOM, $MRVL, $AVGO, AlChip, Mediatek, $AMZN, $META, $MSFT venture arms now?
Since everyone publicly knows now Br…↗
Mar 30
Serenity — @Jornka329996 I’m just sharing my shower thoughts, don’t know how anyone or markets react.
Maybe $MRVL ventures prefers their CPO supply chain chokepoint to be bought out and con…↗
Mar 30
Serenity — The reason I personally see less downside risk with $SIVE:
A competitor to $MRVL like $AVGO can just buy Sivers outright and their near-medium term photonics roadmap…
At ~$290m……↗
Mar 30
Serenity — There’s clearly some market outperformers despite index’s and mega caps from $META / $MSFT crashing.
This probably signals institutions rotation or an extremely strong up and comi…↗
Mar 30
Serenity — @Erotser3 Sure, it's more like direct exposure vs. marketcap.
The light source environment looks like this:
Leading players: Lumentum ($55B), Broadcom ($1T), Coherent ($55B), Su…↗
Mar 30
Serenity — I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with…↗
Serenity — @Ud197601 Their parent company bc it’s CHIPS act recipient and partners with military contractors.
The photonics subsidiary might be fair game.
And $AVGO isn’t an unknown company…↗
Mar 29
Serenity — Just a shower thought:
Would be smart for a competitor like $AVGO to buy $MRVL upstream light source for $280M with $SIVE.
Then you control their short-mid term photonics roadm…↗
Mar 29
Serenity — Can't $SIVE just pull a $LITE and TAM expansion down the ELS stack?
I'm getting early stage $LITE flashbacks (Oclaro, NeoPhotonics, Cloud Light)...
Here's my thesis/idea:
on h…↗
Mar 28
Serenity — Faster compounds:
$AAOI - 10x revenue ramp from optical transcivers h2 2027
$NBIS - 10x revenue ramp Q4 2026
$ARM - 5x revenue growth from their new AI CPU
$MRVL - 2-3x revenue gr…↗
Mar 27
Serenity — You cant spell Winner without Win.
Because of that: I’m bullish on $SIVE supply chain.
$SIVE -> WIN (TPE:3105) -> Ayar SuperNova -> $JBL -> Hyperscalers, as one flow.
If you c…↗
Mar 27
Serenity — I am long Win Semi (3105.TWO) at $4.1B MC.
I believe markets are sleeping on of the most important foundries in the world (aside from $TSM).
IMO their strategic positioning excee…↗
Mar 26
Serenity — So if you care about the second optical transicever bottleneck outside of EML/CW Lasers:
- $SANM (US)
- $TTMI (US)
- WUS Printed Circuit (TPE: 2316)
- Unimicron (TPE: 3037)
- Zhe…↗
Mar 26
Serenity — $SIVE at ~$400m MC is a name I genuinely believe...
Institutions missed as the upstream laser chokepoint for hyperscalers.
When you look at $TSEM following my thesis, the stock w…↗
Mar 25
KawzInvests 🦑 — Everyone talks about AI networking, but most investors completely misunderstand the two distinct battlegrounds: Scale-Out vs. Scale-Up.
Scale-Out: Connecting racks to other racks…↗
Mar 25
Serenity — Every industry leader...
Especially $AVGO (Physical Layer Products division) in this statement today.
Cites Lasers as a bottleneck for semiconductors.
If you aren't long...
->…↗
Mar 24
Ray Wang — 1) $AVGO Director of Product Marketing Natarajan Ramachandran: "We are seeing that $TSM is hitting (production capacity) limits..."
"They will be increasing the capacity to 2027,…↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 20
KawzInvests 🦑 — Everyone is arguing over who wins the CPO arms race. $AVGO with Davisson. $NVDA with Spectrum-X. $MRVL with their own play. Meanwhile nobody is talking about the company that suppl…↗
Mar 17
TheValueist — This Vera CPU presentation was the best of the day as it crystalizes what to expect for GAI over the next 24-36 months.
My biggest takeaway from GTC Day 2: the market is grossly u…↗
Mar 16
KawzInvests 🦑 — Six companies just standardized the physical layer of AGI infrastructure. That is what happened on March 12th.
$AMD $AVGO $META $MSFT $NVDA and OpenAI formed the Optical Compute I…↗
Mar 16
The Future Investors — The Future Investors presents the 25 Quality Stocks ranked by the lowest PEG ratio (all below 1) 💎
Which stocks are on your radar? 🚀👀
1. $MU | Micron - 0.18
2. $CRDO | Credo T…↗
Mar 15
The Future Investors — The AI era runs on semiconductors 🤖⚙️
4 giants powering the AI revolution.
Who wins the next 5 years?
Choose your fighter 🥊👇
$NVDA $AVGO $ASML $AMD https://t.co/G5sFi6iEXK↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 11
KaizenInvestor — I decided to take a position in $MRVL last Monday. I started the position at $88.66.
Here is my investment thesis
With AI models now having trillions of parameters, the limiting…↗
Mar 11
The Future Investors — 🟢 𝗟𝗮𝘆𝗲𝗿 𝟮: 𝗖𝗵𝗶𝗽𝘀
AI chips convert energy into computation. They are the engines powering the AI revolution.
Key companies:
$NVDA | Nvidia
$TSM | TSMC
$AMD | AMD
$AVGO…↗
KaizenInvestor — The copper cliff is exactly why $MRVL just dropped $3.8B on Celestial AI and XConn.
While $AVGO clings to copper and $NVDA locks buyers into their proprietary optical ecosystem,…↗
Mar 5
Nancy Pelosi Stock Tracker ♟ — The Queen has done it again
Broadcom $AVGO just crushed earnings and is up 6% while the rest of the market is red.
Pelosi originally bought up to $5M of $AVGO back on 6/24/24
Si…↗
Mar 5
TheValueist — $AVGO EXECUTIVE CALL SUMMARY: Broadcom Inc (03/04/26)
Broadcom reported fiscal Q1 2026 results above internal expectations and guided to a sharp acceleration in fiscal Q2 2026, wi…↗
Mar 5
The Future Investors — 𝗕𝗿𝗼𝗮𝗱𝗰𝗼𝗺 𝗤𝟭 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $AVGO
EPS: $2.05 vs $2.03 est. ✅
Revenue: $19.31B vs $19.14B est. ✅
Guidance Q2 FY26:
Revenue: $22B vs $20.40B est. ✅
Adj. EBITDA 6…↗
Mar 4
KaizenInvestor — $AVGO just delivered a double beat, surpassing Wall Street’s expectations for both profit and sales.
The company raked in $19.3 billion in revenue, fueled by an explosive 106% ju…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 3
Damnang2 — $AVGO 는 인듐 포스파이드(InP) 팹과 레이저 생산을 자체적으로(in-house) 보유하고 있다.
$NVDA 는 레이저 공급망을 확보하기 위해 $LITE, $COHR 에 투자하고 있지만, $AVGO 는 이미 내부에서 자체 조달이 가능하다.
광(옵틱스) 투자자들은 웨이퍼부터 CPO까지 이어지는, 가장 수직 계열화된(v…↗
Mar 1
KaizenInvestor — Some interesting earnings next week, I’ll be looking at following earnings.
Monday: $BRK.B, $QURE, $RIOT, $BBAI, $MDB, $PLUG, $QUBT, $ASTS, $ACHR
Tuesday: $SE, $ASM.AS, $CRWD, $…↗
— Why is AVGO growing?
Why is MediaTek not a threat at all?
If you are interested in $AVGO, I highly recommend reading my subscriber only articles. https://t.co/SMuz7McD7r
Damnang2 — 현재까지 올라온 구독자용 아티클은 엔비디아와 AMD입니다. 이번주는 $avgo 예정입니다.
이외에도 커피한잔으로 구독하시면 제가 커피챗을 하며 얻는 여러 실리콘밸리 이야기들을 실시간으로 함께 들으실 수 있으십니다 ☕️ https://t.co/6GohqnbTjO↗
Feb 14
Damnang2 — 주말에는 구독자용 아티클에 좀 더 집중해 볼 생각입니다.
구독자용 아티클은 주로 기업 분석이 주가 될 것 같은데요.
첫 구독자용 아티클은 $NVDA 였구요,
주말과 연휴기간 동안에는
$AMD 와 $AVGO 두 회사에 대해 작성해 볼 생각입니다.
제 아티클의 원칙은
1. 뉴스나 기사에서나 볼 수 있는 내용들로만 구성…↗
Feb 8
Damnang2 — 이번주에는 구독자 아티클로 엔비디아가 그리는 미래에 대한 글을 올려드렸습니다.
다음주는 (아마 다음주 주말 이후)
브로드컴 $avgo 에 대한 아티클을 올려보도록 하겠습니다. 아마 기술이야기 보다는 내부 문화나 철학, 브로드컴의 강점 및 앞으로의 방향에 대한 이야기들이 될 것 같습니다.
늘 말씀드리지만 모든 내용은…↗
Feb 7
The Future Investors — 📦 𝗨𝗻𝗽𝗮𝗰𝗸𝗲𝗱 – Our monthly deep dive where we break down a company from A to Z.
Full fundamentals + final score ⭐
Check out the past 9 editions $AVGO, $SOFI, $IREN, $AXON…↗
The Future Investors — The Future Investors presents the 20 Elite Growth stocks with the strongest revenue & EPS growth estimates (24%+ CAGR) over the next 3Y 🌟🚀
1. $NVDA | Nvidia - $4,644B
2. $TSM |…↗
— These 10 stocks are the backbone behind the $NVDA AI engine:
1. $IREN converts cheap renewable energy into large scale, compute capacity design for AI.
2. $CIFR controls, power ri…
Mike Investing — These are the top 6 chip stocks recommended by Bank of America that’ll lead the $1.2T sector:
1. Advanced Micro Devices $AMD
2. Nvidia $NVDA
3. Micron Technology $MU
4. Broadcom $…↗
Jan 21
Lawrence McDonald — Drawdowns
Oracle $ORCL -50%
Netflix $NFLX -39%
Facebook $META -24%
Palentir $PLTR -22%
Broadcom $AVGO -21%
Microsoft $MSFT -20%
Apple $AAPL -15%
Nvidia $NVDA -15%
Google $GOOGL -4…↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Jan 9
The Future Investors — @danielnewmanUV $AVGO solid in this list 👇
https://t.co/8RbC0uZ3It↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
— I harvested these $AVGO Put gains given the reversal in the stock, but maintaining short position.
Leveraged Cat — Post FOMC now that price action has settled in, this is what PA is saying to me, TL;DR: in US equities you want to own export oriented producers
Have also seen beaten down cyclica…↗
The Future Investors — Next week wraps up Q3 earnings — and it’s a big one! 🔥📊
Wednesday: $ORCL, $ADBE, $SNPS
Thursday: $AVGO, $LULU, $COST
Which one are you most excited for? 👀 https://t.co/SPd7L70…↗
Nov 5
Ray Wang — " $ANET down $20 after earnings also doesn't help, among others, but ANET did lose some share back to $NVDA, where networking grew from $3B to 7.3B last 2 quarters after flatlining…↗
Ray Wang — Came across a note from KGI indicating that MediaTek’s ASIC revenue is expected to be lower in 2026 and 2027, which partly aligns with my view.
That said, I think 2027 might be s…↗
Oct 20
Ray Wang — $AVGO leading the push for SUE as an open infrastructure standard, with support from partners such as $AMD, $ANET, $CSCO, and $CRDO — while UALink-related companies like $ALAB may…↗
Oct 19
The Future Investors — Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈
1. $ARM | Arm - 212.0%
2. $CRDO | Credo Tech. - 164.3%
3. $MU | Micron - 1…↗
Oct 14
Ray Wang — Bearish UALink. Lunch is likely to get eaten by Hock and Jensen.
$CRDO somehow get benefited by working with $AVGO (and today’s deal with OpenAI 👀↗
Oct 13
Nancy Pelosi Stock Tracker ♟ — Nancy Pelosi really is the Politician that keeps on giving
Back on 7/2/24, she filed a ~$5M buy of Broadcom
Today, $AVGO jumped 10% after announcing a new partnership with OpenA…↗
Oct 13
Zephyr — Huh??
Altman has repeatedly said ASICs will play a pretty big role
Once the 10 GW Nvidia deal was announced, then guessing the size of the ASIC deal was quite easy
I own $AVGO, so…↗
Oct 13
Ray Wang — AMD's deal now looks even more interesting comparing it with $NVDA and $AVGO.↗
Oct 13
The Future Investors — $AVGO OpenAI and Broadcom announce a major partnership to build 10 gigawatts of custom AI accelerators 🤖⚡
OpenAI will design the chips, while Broadcom develops and deploys them f…↗
Oct 8
Zephyr — Is OpenAI building its own chip?
Yes they are, in collaboration with $AVGO and fabbed by TSMC. Will be available in 2H 2026↗
Oct 6
Ray Wang — Switches are the real key here. $ALAB should take a W here. If $AMD ultimately uses $AVGO scale-up solutions will be FUNNY.↗
Oct 6
Tech Fund — In the last few months, OpenAI has announced deals with all major accelerator providers, both GPU and ASIC - $NVDA $AVGO $AMD and $GOOGL.
The reason is the open source Triton sof…↗
Oct 4
Raging Capital Ventures — @JaredKubin $AVGO at a $1.6 trillion market cap is also a pretty incredible stat↗
Jon Erlichman — Can Nvidia continue to climb? We spoke with @jaygoldberg who has been bearish on $NVDA and bullish on $AVGO https://t.co/3J87b3lh1A↗
Sep 15
Nancy Pelosi Stock Tracker ♟ — Breaking 🚨
Someone just invested $1,250,000 behind the Pelosi Tracker on @joinautopilot
That user ended up buying:
$234K of Nvidia $NVDA
$198K of Broadcom $AVGO
$151K of Googl…↗
Sep 4
Nancy Pelosi Stock Tracker ♟ — @tradewithisaac Top trades include
$950K in Taiwan Semi's $TSM
$1.65M in Nvidia $NVDA
$350K in Amazon $AMZN
$50K of Figma $FIG
$200K of Broadcom $AVGO↗