$AVGO mention timeline

Broadcom. Every tracked FinTwit mention of $AVGO, newest first. 1000 mentions since the first on Aug 6, 2025. See the price chart.

July 2026 · 77 mentions

Jul 18
シバイヌおやびん（投資系VTuber） — Kimi K3が報道されているように優秀なら、無料のオープンモデルとして、例えば $NBIS のようなAIクラウドで西側諸国のユーザーもAIエージェントとして長時間利用すると考えられる。（主にコーディング用途）そこで HBM NAND $DRAM や $AVGO $MRVL などのネットワーキング、 $NVDA $AMD の GPUなども大量に必要になる。…↗
Jul 18
Midas — Leopold Aschenbrenner, the trader who turned $225M into $20B in just one year, is betting BIG against AI chips. He has opened massive short positions on the following company: 1…↗
Jul 17
Shay Boloor — @FuturumEquities $NVDA, $AMD, $AVGO and any future architectures will compete to determine who wins the next phase of AI but almost all of them will still need $TSM to manufacture…↗
Jul 16
Jose Najarro Stocks — $TSM CEO Doesn't Fully Trust the AI BOOM!! And I Find That Bullish. Wei said customers each tell their own truth, but the aggregate isn't the full picture "I believe every custom…↗
Jul 16
Michael | Hypermarkets — 1. $AMD ~$1200 The "legit second source" to $NVDA. Agentic AI is CPU-heavy, and EPYC owns that lane every step up the AI stack adds general-compute demand. Catalysts stacked: Adva…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped. Average drawdown: -42% from peaks so far: 🔴 NuScale $SMR -85% 🔴 Oklo $OKLO -76% 🔴 Redwire $RDW -69% 🔴 Navitas $NVTS -63% 🔴 Oracle $ORCL -62% �…↗
Jul 16
Shay Boloor — $TSM is expected to nearly double its earnings over the next three years. TSMC does not need to predict whether the next major winner is $NVDA, $AMD, $AVGO, a hyperscaler’s custom…↗
Jul 16
Nancy Pelosi Stock Tracker ♟ — Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN Here's the list: US Steel $X Tesla $TSLA GE A…↗
Jul 16
InvestmentGuru — $TSM Q2: The Foundry Confirms the Thesis TSMC just delivered the clearest AI capex signal of earnings season. Q2 beat across the board: • Revenue: $40.2B (+34% YoY), above high e…↗
Jul 15
Daave “3 and 30” Tepper — added to $nbis and $acmr today shorted 25% $smh as an overlay against $stx $acmr $avgo bit of $dram i have left↗
Jul 14
KawzInvests 🦑 — $AEHR (~$2.2B) reports tonight at 5pm ET. Last earnings the stock dropped 5% after hours on a revenue miss, then ran from $52 to $126 in five weeks. Bookings crossed $92M by mid-A…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE. 24 stocks, avg –33% off their highs: 🔴 Oracle $ORCL –59.3% 🔴 IonQ $IONQ –49.4% 🔴 ServiceNow $NOW –49.2% 🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Shay Boloor — $AVGO is back to being more valuable than $SPCX. https://t.co/yKkfjSfawR↗
Jul 13
InvestmentGuru — Better trading setup in this market $META $MSFT $NVDA $AMZN $ORCL $AAPL $GOOG $AMZN $AVGO $TSLA↗
Jul 13
Serenity — Just a semi recap TLDR: - $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term - $SPCX Starlink Gen 3 is scaling to 100,000 unit…↗
Jul 12
Trade Whisperer — $MU $SKHY $DRAM The total HBM demand picture across all accelerator platforms is stacking higher every quarter. “Demand for XPUs and networking is simply insatiable. During the qu…↗
Jul 12
Alex A.C. — IA about the "alternatives" in Photonics and the battle VCSELs ⚔️ microLEDs: "Fundamentally what you need to understand is micro-LED and VCSEL CPO/NPO are conceptually very simila…↗
Jul 12
Alex A.C. — Looks like IA is bullish $LITE (we already knew that) and $AVGO (from the Networking/Connection side): "Absolutely [fckg] nobody other than Lumentum and Broadcom can meet the lase…↗
Jul 12
Alphatica — WEEKLY DARK POOL RECAP | Week 17 | Q3 Week Two Our classification algorithm called 13/17 correct. 76.5%. Top 10 by conviction: 10/10. $24.2B net buy. The dark pool bought the wors…↗
Jul 12
Shay Boloor — THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS Operating margin breakdown: • Best-in-class (50%+) | $MU, $NVDA, $SKHY, $TSM • Elite (40–49%) | $ANET, $AVGO, $KLAC, $SNDK • Strong (3…↗
Jul 11
Michael | Hypermarkets — $DRAM — the first-ever memory ETF. Everyone spent this whole AI run fighting over which stock to own $NVDA, $MU, $SNDK, $AVGO, $AMD, $AAPL, $META, $MSFT, $GOOG, $TSLA. Here's wha…↗
Jul 11
Shay Boloor — KEY LEVELS TO WATCH FOR POPULAR STOCKS • Bullish: $NVDA, $AMD, $MU, $HOOD, $HIMS • Hold: $TSLA, $AVGO, $NBIS, $AEHR, $CIFR, $RKLB, $OPEN, $SOFI, $AAOI • Bearish: $PLTR, $ONDS, $OK…↗
Jul 11
Michael | Hypermarkets — 1/ $SMH — VanEck Semiconductor $10K → ~$115K (2016–2026) 27.7% annualized the single best ETF of the decade The purest AI bet on the board. $NVDA, $AVGO, $TSM sit at top weight.…↗
Jul 10
Alphatica — +$14.98B. Third consecutive session above +$13B. $NVDA +$3.99B. $6.5M sells. The $326M alert validated. $AMZN -$854M. $19.6M buys. Near zero. The tape picked winners and losers. Q3…↗
Jul 10
Evergreen Capital — With the emergence of $SPCX and $META, the Western frontier is on the verge of expanding from 3 to 5 players. This is a phenomenal development that should have a meaningfully posit…↗
Jul 9
InvestmentGuru — Bullish Calls Return to AI Semis: $MU, $SNDK, $AMD, $AVGO & $NVDA↗
Jul 9
Alphatica — +$18.44B. Largest net buy of the series. $SPY +$3.66B. $AAPL +$2.78B near-zero sells. $META +$1.43B. $MU +$1.74B. Eight buyers. Zero sellers. The institutions bought everything. Q3…↗
Jul 9
Alphatica — INTERNALS | 11:56 AM ET A/D 1.57x. Volume 1.79x. VWAP 58.8%. All three exchanges positive. The bounce. The dark pool called it. Q3 week two. Dow +0.28%. S&P +0.59%. Nasdaq +0.84%…↗
Jul 9
InvestmentGuru — $NVDA and $AVGO just landed on Morningstar's latest "Cheap Stocks to Buy" list, putting two of the market's premier AI chip names in the unusual position of being labeled bargain…↗
Jul 9
KaizenInvestor — President of $AVGO just spoke. Instead of getting smaller chips will only get bigger. They did find a way to stack chips but they can’t get more power/memory per square mm at the m…↗
Jul 9
Alphatica — Broadcom and Apple just put a number on the partnership. Over $30 billion. AVGO +4.8%. Two weeks ago we covered the initial announcement that Broadcom and Apple extended their col…↗
Jul 9
KawzInvests 🦑 — $AEHR just landed a FOLLOW ON production order from its lead silicon photonics customer. "The order includes Aehr’s turnkey FOX-XP multi-wafer WLBI system configured to test up to…↗
Jul 9
InvestmentGuru — MORNING MOVERS Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space: GAPPING UP $MU +6.7% — $3B US supply-chain investment $KLAC +5.…↗
Jul 9
amit — WHY ARE THE SEMIS UP THIS MORNING? Well…a hyperscaler called $META just reminded the market how much they are willing to spend on capex: - Meta plans to double its AI computing c…↗
Jul 9
Shay Boloor — $META plans to double its compute capacity to 14GW in 2027 and begin manufacturing its in-house Iris AI chip in September. Iris is part of Meta’s MTIA project that’s designed wit…↗
Jul 9
InvestmentGuru — Can Anthropic Single-Handedly Save the Entire AI Industry Chain? SemiAnalysis just dropped numbers that should reframe how you’re thinking about the AI trade. Anthropic is tracki…↗
Jul 9
InvestmentGuru — $AVGO — Why the Apple deal is re-rating the stock Broadcom’s rally isn’t random. Two things landed at once: 🔹 ASIC deal extended — Broadcom keeps building custom silicon for Appl…↗
Jul 8
Midas — Trump talks about PLTR, ORCL, DELL, MU, IBM, INTC publicly. But $AVGO Broadcom? Not a word. Why would he load up on a company he refuses to mention?↗
Jul 8
Daave “3 and 30” Tepper — Narrative about to shift back to compute shortage the momo mean reverted a bit It’s healthy fundamentals intact* $dram $acmr $nbis $avgo $stx *unless Trump does something…↗
Jul 8
Alphatica — Dark pool alert. After hours. 5:06 PM. 17:06:18 AVGO BUY $207,618,764 NASDAQ Car $208M $AVGO buy. NASDAQ Carteret. $AVGO closed +$1.23B on the lit tape with zero sell blocks. No…↗
Jul 8
Alphatica — DARK POOL SCANNER | July 8, 2026 +$2.54B. Largest dark pool buy of the series. $SPY +$868M. Second consecutive massive buy on a sell day. $QQQ +$832M. $TSM +$216M zero sells. Ever…↗
Jul 8
Alphatica — +$13.37B. The institutions bought the worst internals of the series. $MU +$4.39B. Pre-market alert validated. $AVGO +$1.23B zero sells. $NVDA +$1.89B. Seven buyers. One seller. Q3…↗
Jul 8
TheValueist — $AVGO $AAPL KEY READ-THROUGHS FROM APPLE’S $30B BROADCOM U.S. CHIP AGREEMENT Apple’s expanded Broadcom agreement is best interpreted as a strategic supply-allocation, RF connectiv…↗
Jul 8
TheValueist — $AVGO $AAPL↗
Jul 8
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48 Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering: • Is the memory trade over for $MU, $S…↗
Jul 8
Shay Boloor — $TSM is one of the cleanest ways to own the AI buildout because $NVDA, $AMD, $AAPL, $AVGO, $QCOM and hyperscaler custom silicon programs all depend on the same leading-edge manufac…↗
Jul 8
Shay Boloor — @FuturumEquities $TSM remains one of the cleanest ways to own the AI trade because it benefits from almost every version of the debate investors are having. Whether market favors…↗
Jul 8
InvestmentGuru — Rotation back to AI infrastructure play $MU $SNDK $NBIS $CRDO $MRVL $AVGO $MRVL $CRWV↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️ HYPERSCALE & CLOUD $AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale $MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 8
The Future Investors — $AAPL $AVGO Apple will invest over $30B with Broadcom to produce 15+ billion U.S.-made chips, including a $1.5B expansion of Broadcom's Colorado facility to strengthen Apple's dome…↗
Jul 8
Shay Boloor — $AAPL and $AVGO announced a $30B+ multiyear deal for custom silicon and wireless technology used across Apple products. The deal includes more than 15B U.S.-made chips and a $1.5B…↗
Jul 8
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. U.S. Central Command forces have begun launching powerful strikes against Iranian targets in response…↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers: $MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026 $SN…↗
Jul 7
Michael | Hypermarkets — President Trump invested millions in this company, but has never mentioned it: $AVGO — Broadcom. His financial disclosure shows Broadcom held across multiple accounts, with one p…↗
Jul 7
Michael | Hypermarkets — Under $330 would be so ideal to get $AVGO between $290-$330. https://t.co/9B5bQGO7iZ↗
Jul 7
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX will be added to the Nasdaq 100 tomorrow before the market opens, creating forced buying…↗
Jul 6
The Claude Portfolio — Breaking: Four months ago, we set up Claude up with a brand new $50,000 portfolio to see how well it does at picking stocks So far, it's worked. Claude is up 14% while the $SPY…↗
Jul 6
InvestmentGuru — AI infrastructure stocks are bouncing and holding so far $MU $AMD $INTC $CRDO $MRVL $AAOI $AVGO↗
Jul 6
Shay Boloor — @VanquishTrader $AVGO so well positioned in the new AI economy↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics: $MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 6
Shay Boloor — $AVGO and $AAPL are extending their long-standing chip partnership through 2031. Broadcom will develop and supply custom ASIC silicon for multiple generations of Apple products un…↗
Jul 6
Alphatica — BREAKING NEWS: Broadcom and Apple just extended their technology partnership through 2031 with new multi-year agreements for custom ASIC silicon across multiple generations of App…↗
Jul 6
unusual_whales — This is interesting timing. On July 23, 2025, Trump purchased $5 million of Broadcom, $AVGO, Meta. $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, and Nvidia, $NVDA. Later…↗
Jul 5
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: • $TSLA 4.5x • $SPCX 3.8x • $GOOGL 2.9x •…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1. 🔴 Micron $MU -22.3% 🔴 SanDisk $SNDK -25.9% 🔴 Western Digital $WDC -32.6% 🔴 Arm Holdings $ARM -30.4% 🔴 Inte…↗
Jul 4
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $79 • $PL $26 • $RDW $8 Quantum • $IONQ $44 • $RGTI $16 • $QBTS $20 • $INFQ $10 Drones • $ONDS $7 • $AVAV $174 •…↗
Jul 3
InvestmentGuru — AI Infrastructure Stack: 10 Names on My Radar for Long-Term Accumulation $NBIS — Full-stack AI cloud infrastructure (GPU clusters, compute). Locked in a $27B Meta deal and $2B Nv…↗
Jul 3
Jukan @COMPUTEX — Has $AVGO entered the Trainium supply chain? Or is it $QCOM ?↗
Jul 3
InvestmentGuru — AI remains the biggest story in the market, but leadership is clearly rotating. Today , AI infrastructure names came under selling pressure as stocks like $NVDA, $AVGO, $MU, $CRDO…↗
Jul 2
Alex A.C. — As reminder..... now that's a famous topic, who highlighted the hugeness of VCSELs a month ago 😌 Don't be sleepy guys; famous names are either late bc they are only copying othe…↗
Jul 2
Shay Boloor — WHAT’S INSIDE TRUMP’S DISCLOSED $3.8B PORTFOLIO • Real estate & golf (37%) • Stocks (19%) including $AAPL, $NVDA, $GOOGL, $NVDA, $AVGO, $MSFT, $AVGO, $META & $TSLA • Bonds & note…↗
Jul 2
Michael | Hypermarkets — South Korea's stock market crashed -8.5% overnight. SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023. $U…↗
Jul 2
InvestmentGuru — 10 Semiconductor & AI Infrastructure Stocks to Watch $MU $AMD $INTC $NBIS $MRVL $CRDO $AVGO $QCOM $ARM $AAOI This group has seen increased selling pressure and profit-taking, bu…↗
Jul 2
Alphatica — BREAKING | South Korean Stocks in Volatility Crisis Kospi under pressure Thursday, triggering a temporary futures trading halt. Here's what's happening and what it means. THE SIT…↗
Jul 1
unusual_whales — BREAKING: Look at this. On July 23, 2025, Trump purchased up to $5 million of Broadcom, $AVGO, Meta, $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, & Nvidia, $NVDA. La…↗
Jul 1
Frenchie — $NBIS semble sous-évalué Pour revenir factuellement sur ce qui s'est passé et pourquoi le lézard Zuckerberg fait pump $META mécaniquement au détriment de $NBIS 1. Les 90 dernier…↗
Jul 1
Daave “3 and 30” Tepper — 1H was superb had built 37% cash, but then found the market's vein again biggest portfolio rotation here in a while over last few weeks big new positions in $AVGO and $META out…↗

June 2026 · 249 mentions

Jun 30
シバイヌおやびん（投資系VTuber） — Etchedやセレブラスなどの「推論最適化」企業は、 $NVDA $AMD $AVGO （カスタムASIC）へのライバル。 Etchedの推論ラックはメモリー節約効果も高い。↗
Jun 30
Jose Najarro Stocks — Amazon ($AMZN) just committed $1B to a new "Forward Deployed Engineering" unit. The model is actually pretty smart and simple: it sends AWS engineers to sit inside your company a…↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅ Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅ Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected 🔴 Beat estimat…↗
Jun 29
Alphatica — @AstiAlexandria We would probably look at $AVGO being that today is Monday as a hard example. We are also going to give a weekly update going forward on Wednesday evening so people…

May 2026 · 104 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?↗
May 31
Wolf Capital — @StockWorthyApp $AVGO

April 2026 · 148 mentions

Apr 30
Trade Whisperer — This is why I own $TSM. TSMC does not pick sides. It collects from all of them. $MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the C…↗
Apr 30
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
シバイヌおやびん（投資系VTuber） — "Edgewaterによる $INTC 、 $AVGO 、 $NVDA 、 $QCOM などのチャネルチェック。「サーバーにおいて、CPUがDRAM以上のボトルネックになりつつある。一部の顧客によるコンテンツの削減（128GBから64GBへの移行）も要因の一つだ」"↗
Apr 30
InvestmentGuru

March 2026 · 137 mentions

Mar 31
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
InvestmentGuru — 10 BEST GROWTH STOCKS TO BUY RIGHT NOW $NVDA → Price: ~$165 | 52-week high: $212 → Revenue grew 62% YoY last quarter, net income +65% → Next stage: edge device penetration + sof…↗
Mar 31
Serenity

February 2026 · 64 mentions

Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield. 1 | Power: $GEV $BE $CEG $VG $ENS 2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO 3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 28
Shay Boloor — @troutandchar $AVGO -- $309↗
Feb 28
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS 1. $NVDA -- $164 2. $AMD -- $194 3. $TSLA -- $390 4. $APP -- $409 5. $GOOGL-- $269 6. $RKLB -- $67 7. $META -- $601 8. $PLTR -- $120 9. $IREN…↗
Feb 28
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…

January 2026 · 93 mentions

Jan 30
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 29
Jose Najarro Stocks — $META $NVDA $AMD $AVGO ARE YOU BULLISH ENOUGH?? Good Morning You Beautiful AI Stock Investors! I had an amazing dream last night. Meta Platforms destroyed earnings, causing the s…↗
Jan 28
Tigris 会讲课教授是好老师

December 2025 · 102 mentions

Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026 • Crypto | $HOOD, $COIN, $BMNR • Quantum | $IONQ, $RGTI, $QBTS • Robotics | $TSLA, $SYM, $ISRG, $RR • Nuclear | $OKLO, $LEU, $GEV, $UUUU • AI Ut…↗
Dec 31
Serenity — Finally took a deeper look at $MRVL. My first reaction: What are the markets and analysts/news smoking? Revenue derived from Maia ramp is literally double $MRVL's FY 2025 reven…↗
Dec 30
Nick Colas & Jessica Rabe (DataTrek) — 1/2 US Big Tech – except $TSLA & $META – continues to have better earnings estimate momentum for calendar Q4 2025 & 2026 than the S&P 500 as a whole. The best performin…↗
Dec 30
Alphatica

November 2025 · 8 mentions

Nov 26
Raging Capital Ventures — Bought some $AVGO April $350 Puts↗
Nov 26
IvanaSPEAR — But don't forget about the rest of the networking value chain. $AVGO $ALAB $CRDO $ANET $MRVL Here is a link to the Replay + Slides from our Networking webinar from Sept. https:/…↗
Nov 26
IvanaSPEAR — GPUs vs. TPUs? The answer is Networking: - Optics - Switches - Retimers - Electrical Cables Slides from our Networking Webinar 🧵👇 Loved sharing my thoughts with @cvpayne on @F…↗
Nov 24
Nancy Pelosi Stock Tracker ♟ — Update: Pelosi's Broadcom $AVGO is up 7% today https://t.co/6NQrcYcL5V

October 2025 · 18 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 25
Ben Pouladian — Now that Google is bringing its TPUs to Anthropic, it’s OpenAI and Nvidia on one side versus Google and its TPUs on the other. Let the best tech team win! $nvda $googl $avgo https…

Jun 29

Alphatica — This is new money. Rebalancing into the name. Not short covering. $AVGO↗

Jun 29

Alphatica — 🚨🚨UNUSUAL DARK POOL ALERT: Just hit the tape: 14:48:41 AVGO BUY $167,217,650 NASDAQ Carte $AVGO $QQQ $SMH https://t.co/bn09pyJOM8↗

Jun 29

InvestmentGuru — AI semis trading at a discount — the PEG ratio doesn’t lie While everyone chases momentum, the growth-adjusted value is sitting right here: $AMD ~0.8x $CRDO ~0.7x $NVDA ~0.7x $M…↗

Jun 28

InvestmentGuru — Rotation Watch | Names Sitting at Levels Worth Watching If rotation starts next week — here’s where eyes should be $PLTR — Bounced sharply Friday after hitting a fresh 52-week l…↗

Jun 28

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: • $ALAB ~3.6x • $INTC ~2.7x • $LRCX…↗

Jun 28

Alphatica — WEEKLY DARK POOL RECAP | Week 16 · June 22-25, 2026 Week 16. 76% accuracy. Sell signals: 11/14. The dark pool was distributing. Friday stripped for Q2 window dressing. This week…↗

Jun 27

The Future Investors — 𝗨𝗻𝗽𝗮𝗰𝗸𝗲𝗱 #𝟵: 𝗕𝗿𝗼𝗮𝗱𝗰𝗼𝗺 $AVGO https://t.co/llmctZQUSZ↗

Jun 27

CK Capital — Look at how many of the biggest names in the entire market are down crazy from their all time highs right now. This is not just small caps bleeding. The mega caps are getting hit…↗

Jun 27

Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗

Jun 27

Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel. So far, we’ve covered: •…↗

Jun 27

InvestmentGuru — The FTC approval of $SPCX’s acquisition of Mesh Optical is more than just another M&A headline—it’s a strong signal that AI infrastructure is entering its next phase. As AI cluster…↗

Jun 27

Shay Boloor — KEY LEVELS TO WATCH FOR POPULAR STOCKS • Bullish: $AMD, $MU, $NBIS, $CIFR, $HIMS • Hold: $NVDA, $AVGO, $HOOD, $AEHR, $RKLB, $SOFI, $AAOI • Bearish: $TSLA, $PLTR, $ONDS, $OKLO, $AS…↗

Jun 26

Michael | Hypermarkets — This sell off started exactly on June 15th and if $SPY sells off 10%-20% Be patient and add these 8 super stocks: 1. $MU — Blowout Q3 (EPS $25.11 vs $20.28 est), HBM/DRAM supercy…↗

Jun 25

JC Investing — This morning I opened a starter position into $SMH I rolled some of my $MU profit into this to essentially de risk slightly This will be the beginning of a multi multi year lon…↗

Jun 25

Alphatica — DARK POOL SCANNER | June 25, 2026 $SPY -$2.95B dark pool. Day two. The pattern break accelerated. Zero buyers. Every name sold. 546 off-exchange prints. -$6.46B net sell. The hea…↗

Jun 25

TheValueist — $AVGO $CLS $TSM $NVDA Jalapeño: OpenAI and Broadcom’s Shift to Vertical Inference Infrastructure. New: 6/25/26. Jalapeño is a material development in AI infrastructure strategy, b…↗

Jun 25

Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are. $AEHR Jul 21 $ASML Jul 15 blockstack:native Jul 16 $TSM Jul 16 $TE Aug 18 $INTC Jul 23 $AMKR Jul 27 $GEV Jul 29…↗

Jun 25

InvestmentGuru — $AVGO at $380 The Silicon-to-Substation thesis is intact. The post-earnings dip looks like an expectations reset, not a broken business. This is a buy-the-pullback setup for long-…↗

Jun 24

Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure. It's revenue increased 346% in 1 year. Here's 20 AI bottleneck stocks to buy: Memory / Storage 1. $MU — HBM monopoly w/ SK…↗

Jun 24

InvestmentGuru — $AVGO OpenAI and $Broadcom (https://t.co/Xki54DqFcb)$collaborated to develop a custom artificial-intelligence chip, marking the next step in the ChatGPT-parent's strategy to buil…↗

Jun 24

Evergreen Capital — @semidoped @austinsemis @vikramskr How good is MediaTek’s SerDes? How well does it perform at given IL / COM thresholds relative to $AVGO or $NVDA?↗

Jun 24

Alex A.C. — $MRVL + $AVGO + $AMZN + Some other Big Tech, and likely you'll outperform Berkshire Hathaway with relatively low risk in the years ahead (see my past post about the giga underperfo…↗

Jun 24

The Future Investors — $AVGO OpenAI and Broadcom unveiled Jalapeño, OpenAI's first custom AI inference chip. Early tests show better performance per watt than today's leading AI chips ⚡ Large-scale depl…↗

Jun 24

Jose Najarro Stocks — OpenAI just announced its AI Chip with $AVGO!!! Never a boring day in the semiconductor market!!↗

Jun 24

Alphatica — Breaking News: Broadcom and OpenAI just unveiled Jalapeño, OpenAI's first custom Intelligence Processor. This is not a partnership announcement. This is a multi-generation comput…↗

Jun 24

Shay Boloor — $AVGO and OpenAI unveiled Jalapeño which is OpenAI’s first custom AI chip built for LLM inference. Broadcom says this is the start of a multi-generation roadmap for gigawatt-scale…↗

Jun 24

Trade Whisperer — Hindsight on Monday: While other semis kept running substantially, $TSM and $AVGO were already flashing the warning with a 2-hr Pink Candle right at market open. That divergence w…↗

Jun 24

InvestmentGuru — The chip selloff isn’t broken AI — it’s a stress test. 5 catalysts that will decide if this is a reset or a reversal - $QCOM Investor Day — edge AI, PCs, autos & data center. Har…↗

Jun 23

BULL OF BRITAIN — @BefuddledBuddle Same with $AVGO their earnings were absolutely ridiculous and tanked anyway↗

Jun 23

Alex A.C. — InGaAS 1060nm VCSEL: - About 1 dB insertion loss - 8x100G PAM4 over 2 km (2km !!) Take note Photonics frens bc if the VCSEL Laser and µLEDs work, CPO landscape will be different.…↗

Jun 23

Alphatica — $MU: +$3.49B yesterday. -$1.49B today. Zero buys. Eve of earnings. The semi complex destroyed. Seven names. All zero buys. The buyers (two names): $XLE +$336M (14 blocks,…↗

Jun 23

Black Panther Capital — 56 of the Nasdaq-100’s 100 holdings are green today. The index itself is down over 2%, actually closer to 2.5–3% on $QQQ. It’s just how absurdly top-heavy this index has gotten.…↗

Jun 22

Michael | Hypermarkets — In 2 years, $MU squeezed from 1430% from $85 to $1220. It will 3x-5x after its earnings on June 24. These 12 companies have parternships with $MU: 1. $ASML – Sells EUV lithograp…↗

Jun 22

amit — Bought $PLTR $AMZN $AVGO $SHOP $PLTR — $119.50 $AMZN — $234.68 $AVGO — $394.60 $SHOP — $107.79 $AVGO is the only new position as it’s taken a nice tumble after earnings on a lack…↗

Jun 22

rubicon59 — Arw they visiting $AVGO and $AMD?↗

Jun 22

PhotonBull — The v9 upgrade is a signal integrity problem in disguise. More memory and bigger packages mean data has to travel further and faster inside the rack, and that pushes the electrical…↗

Jun 22

InvestmentGuru — My focus remains on the long-term winners across AI infrastructure, semiconductors, optical networking, foundries, robotics, space, energy, and digital assets. Names like $MU, $AA…↗

Jun 22

InvestmentGuru — WEEK AHEAD: PCE, GDP & MICRON EARNINGS This week could be a major one for AI infrastructure, semiconductors, and the broader market. Key Earnings • $CCL – June 23 • $FDX – June 2…↗

Jun 22

Midas — Leopold Aschenbrenner is betting AGAINST the markets with an $8.5B short on chip stocks: $2B against $SMH $1.6B against $NVDA Alongside $AVGO, $AMD, $ASML, $MU, $INTC, $TSM, $ORC…↗

Jun 22

Alphatica — WEEKLY DARK POOL RECAP | Week 15 · June 15-18, 2026 Week 15. 85% accuracy. Buy signals: 9/10. Through hawkish Warsh and quarterly OPEX. The algorithm improved. Four sessions this…↗

Jun 21

Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing... Here's 6 steps to follow: 1. Open a tax-free investing account like a Roth IRA. 2. P…↗

Jun 21

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: • $SPCX ~4.7x • $TSLA ~4.6x • $GOOGL…↗

Jun 21

InvestmentGuru — The Blueprint Behind Every Legendary Stock Run — And Where It’s Showing Up Right Now $MU — Sequential revenue growth accelerated nearly 1,000 basis points to 46%, with guidance no…↗

Jun 21

Michael | Hypermarkets — In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500. Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN: 1. Advanced packaging…↗

Jun 21

Trade Whisperer — $TSM Two types of idiots today. Idiot 1: Believes China will invade Taiwan. Idiot 2: Has no idea the world literally cannot function without TSMC. SK Hynix, $MU, $AMD, $ARM, $NV…↗

Jun 20

Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling. So far, we’ve covered • Eve…↗

Jun 20

Shay Boloor — 4 STOCKS CONNECTING THE AI BUILDOUT A modern AI system is thousands of chips wired together and they're only as fast as connections between them so as companies pour money into AI…↗

Jun 20

Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $90 • $PL $32 • $RDW $12 Quantum • $IONQ $55 • $RGTI $19 • $QBTS $20 • $INFQ $13 Drones • $ONDS $9 • $AVAV $169 •…↗

Jun 20

The Future Investors — If you invested $10,000 five years ago, this is what you'd have today 💰👇 💾 $MU | Micron - $147,367 🖥️ $NVDA | Nvidia - $113,039 🚀 $AVGO | Broadcom - $88,749 ⚙️ $AMD | AMD - $…↗

Jun 20

rubicon59 — $MRVL +344% in a year since. $AVGO +65%↗

Jun 19

CK Capital — Copper wire has run the world for over a century. The era that replaces it is starting right now, and it might be the most important infrastructure shift of the decade. Here is th…↗

Jun 19

Shay Boloor — The race to become the first $10T company is on and it's really a race to own the layers everything else depends on: • $NVDA owns AI accelerator layer • $TSLA owns EV & autonomy…↗

Jun 19

Chris — 11. That is how I used Trade Echo to catch $AVGO before the overnight move. Flow confirmed. Catalyst confirmed. GEX confirmed. Chart confirmed. Execution confirmed. This is why w…↗

Jun 19

Chris — 9. Result $AVGO moved exactly into the zone we were watching. My account finished: +$426,122.33 +2,789.12% All from following the data and waiting for the full setup to align.↗

Jun 19

Chris — 1. Scan for Aggressive Directional Flow 🔗 https://t.co/L4CkI2XiTv The first thing that caught my eye was a massive $AVGO 1DTE call print. • 1,371 contracts • $13.81 average fill…↗

Jun 19

Chris — How I used the Trade Echo App to find and execute a high quality $AVGO setup before making $400K+ overnight. A thread 🧵👇↗

Jun 18

amit — Doug O'Laughlin, President of SemiAnalysis, joined the market open today to give his thoughts on all sectors of the semiconductor stack including neoclouds, memory, CPUs, and much…↗

Jun 18

Midas — @asymmetrix_xyz $NBIS $AAOI $NVDA $AVGO $TSM Follow me if you want to know when I enter these companies.↗

Jun 18

Midas — @asymmetrix_xyz $NVDA $TSM $AVGO If this helped you out, follow me for more.↗

Jun 18

Jose Najarro Stocks — WHAT THE CHIP!! Amazon $AMZN is pushing to sell its custom AI Chip, Tranium, which is great news for $MRVL investors. Crazy how this has become a 5-bagger in the portfolio! Plent…↗

Jun 18

Chris — Life changing moment made on $AVGO Today 📈💰 https://t.co/oWr31WUE4O↗

Jun 18

InvestmentGuru — GLOBAL CHIP RALLY GOES PARABOLIC — SEMIS LEAD THE BREAKOUT Semiconductors and memory stocks are catching a strong overnight bid, with the entire AI supply chain moving in sync.…↗

Jun 18

Chris — Our $AVGO 400c for Tomorrow looking good https://t.co/WTngGUSaPS↗

Jun 18

InvestmentGuru — $AVGO $400 plus overnight trading from $372↗

Jun 17

Midas — @asymmetrix_xyz $NVDA $AVGO $TSM If this helped you out, follow me for more.↗

Jun 17

Chris — $AVGO calls on watch 📈 • Huge gap-down flush has been digesting into a clean base • Price is now curling back into the descending trendline • RSI has reclaimed momentum and is ho…↗

Jun 17

Daave “3 and 30” Tepper — put some cash out, large trading portion in this one $avgo https://t.co/707023l7xW↗

Jun 17

Alphatica — Breaking. Vultr selects $HPE and $NVDA for next-generation AI data center infrastructure. Vultr, one of the largest privately held hyperscalers, is deploying NVIDIA GB300 NVL72 sy…↗

Jun 17

Alphatica — Monday after hours. 5:05 PM. Our algorithm flagged a $500M dark pool buy on $AVGO. No news. No catalyst. Just a $500M print crossing off-exchange after the close. Wednesday morni…↗

Jun 17

InvestmentGuru — MAG 7 is old news. New acronyms are taking over Wall Street — and they tell a very different story. FAB 10 $NVDA $GOOGL $AAPL $MSFT $AMZN $TSLA $META $SPCX + OpenAI + Anthropic…↗

Jun 16

Alphatica — Not every print gets posted. Here's why. In The Imitation Game, Alan Turing and his team at Bletchley Park cracked the Enigma code. They could read every German transmission in re…↗

Jun 16

Alphatica — @bobaxelrod78 The signal was posted 18 hours ago. Our weekly scorecard measures signals over five trading days, not one. Last week our algorithm went 7/9 on individual names measur…↗

Jun 16

Alphatica — @bobaxelrod78 What system? If you are referring to our email subscriber list $AVGO and $MU were not in signal 006.↗

Jun 16

Michael | Hypermarkets — 1. $NVDA Why Critical: Provides the AI GPUs powering SpaceX's orbital intelligence, Starlink AI, and Terafab ambitions. If Supply Stops: SpaceX's AI roadmap slows dramatically.…↗

Jun 16

Midas — @asymmetrix_xyz $NVDA $TSM $AVGO If this helped you out, follow me for more.↗

Jun 16

The Claude Portfolio — Breaking: Claude just sold one of it's top holdings Earlier this morning it sold out of Eli Lilly $LLY for around a 15% gain Here's why it sold: "I sold my entire Eli Lilly posi…↗

Jun 16

Alex A.C. — " $AVGO 's VCSEL-based NPO sales and microLED based optical solutions that are developed and promoted by chipmakers such as Credo $CRDO " 👀😱😱 Well, after the Nvidia and LITE ch…↗

Jun 16

Serenity — Just some random thoughts, I do think AI is the most disruptive technology in human history. To the level of agricultural or industrial revolution. Since Anthropic, OpenAi, XAI,…↗

Jun 16

Michael | Hypermarkets — $BE spiked from $10 to $300+ in 2 years up 3000%, but its not the real AI bottleneck. It's actually $MU $WDC $SNDK $DRAM. These will 10x-20x from here: 1/ Bandwidth is the new…↗

Jun 16

mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗

Jun 16

KawzInvests 🦑 — The AI infrastructure buildout has three distinct networking layers. Each one is at a different point in its adoption curve and each one has different winners. 1. Scale-up connect…↗

Jun 15

Alphatica — After-hours dark pool prints just crossed. $500M $AVGO buy. $500M $INTC sell. $357M $MU buy. The tape doesn't close at 4:00. We're watching. | 17:05:02 AVGO BUY $500,000,072 NASDA…↗

Jun 15

Alphatica — DARK POOL SCANNER | June 15, 2026 Lit: +$15.20B. Dark: -$3.94B. The structural hedge returns. $GLD +$113M. Third session. Gold +3.4% today. The dark pool was right. 459 off-excha…↗

Jun 14

Nezih Gökay — 私の日本からのフォロワーの皆様へ、以下の投稿の日本語版です。誰もがSPACEXの株を追いかける中、スマートマネーはロケットの燃料供給企業を買い集めている！イーロン・マスクが空と軌道を征服する一方で、株式市場には目立たないものの、驚異的なハイパーグロース（急成長）を遂げている「隠れた宇宙帝国」が存在します。SpaceXは単独で飛んでいるわけではありません…↗

Jun 14

The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰 1. $MU | Micron - 265.9% 2. $HXSCL | SK hynix…↗

Jun 14

Nezih Gökay — (For the people from many countries who follow me, here is the English version of the post below.) WHILE EVERYONE IS CHASING SPACEX STOCK, SMART MONEY IS ACCUMULATING THE ROCKET F…↗

Jun 14

Nezih Gökay — HERKES SPACEX HİSSESİ PEŞİNDE KOŞARKEN AKILLI PARA ROKETE YAKIT TAŞIYANLARI TOPLUYOR! 🚀🔥 Elon Musk gökyüzünü ve yörüngeyi fethederken borsada sessiz sedasız hiper büyüme yaşayan…↗

Jun 13

Michael | Hypermarkets — $SPCX makes $20B/year with $2 trillion valuation. Its revenue will 100x in a few years says $GS. These 20 companies will explode 10x-20x with $SPCX: LAUNCH & INFRASTRUCTURE 1.…↗

Jun 13

SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity: Closed frontier AI world: A few giant power plants sell electricity to everyon…↗

Jun 13

Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling. So far, we’ve covered: • Everything you need to know abo…↗

Jun 13

Shay Boloor — KEY LEVELS TO WATCH FOR POPULAR STOCKS • Bullish: $AMD, $MU, $NBIS, $AEHR, $CIFR, $RKLB, $IONQ, $IREN, $AAOI • Hold: $NVDA, $TSLA, $AVGO, $HOOD, $ONDS, $ASTS, $HIMS • Bearish: $PL…↗

Jun 12

シバイヌおやびん（投資系VTuber） — 結果論で見ると、現状今年も $MU $SNDK $SOXX $NBIS あたりをガチホで良かった。 SaaSは乱高下してるし $NVDA $AVGO といった巨人はいまいち強くない。（割安だとは思う） GAFAMも全体に安いとは思う。↗

Jun 12

シバイヌおやびん（投資系VTuber） — $AVGO は、GoogleのTPU発注について、Broadcom、MediaTek、Marvellが市場を分け合う方向に進んでいると報じられてる。（特に推論）将来的な成長余地がダウン。 $NVDA は良いニュースが多いように感じるけど、弱めだね。↗

Jun 12

CK Capital — $MXL is my all in challenge pick as you guys know, and outside of the swing trade challenge, the stock looks amazing. Here is what the company does and why I like them. MaxLinear…↗

Jun 12

The Claude Portfolio — Commentary: Some months ago we gave Claude 50k to invest, here is it's current portfolio. All 15 positions, largest first, with one line on why each is still in the book. Here's C…↗

Jun 11

Alphatica — Iran peace deal. +$11.81B. $MU +$4.07B. $SMCI new. $MSFT still sold. The peace trade on the tape. $30.35B in buy blocks. $18.54B in sells. Net flow: +$11.81B. 30,037 prints. Trum…↗

Jun 11

Jason Luongo — 8. $AVGO - Broadcom (PEG ~0.6x) Q2 revenue $22.2B, up 48% YoY. AI semiconductor revenue $10.8B, up 143%. Custom AI ASICs for Google, Meta, Anthropic, and OpenAI. $73B AI backlog.…↗

Jun 11

InvestmentGuru — 10 Stocks Built to Create Generational Wealth The AI infrastructure supercycle is rewriting the rules. Here’s where I’d position across the full stack — from the chip to the cloud…↗

Jun 11

mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand. Keep in mind that Fable 5 and GP…↗

Jun 11

Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks. Without them there is no AI: $MU — Micron Technology Current: ~$879 | Buy Zone: $680–$700 HBM demand flo…↗

Jun 11

InvestmentGuru — If you ask me for five stocks that still look like buying opportunities in this volatile market, my list would be: $GOOG $CRDO $AVGO $ORCL $TSLA↗

Jun 11

InvestmentGuru — $AVGO — Opportunity Loading The AI infrastructure selloff is creating exactly the kind of setup where quality names get thrown out with the bathwater — and $AVGO is near the top o…↗

Jun 10

InvestmentGuru — S&P 500: -1.6% | DJIA: -1.9% | Nasdaq: -2.0% Dual headwinds: U.S.-Iran war fears re-igniting + broad Big Tech selloff $SMCI -28% $APLD -7.1% $QCOM -6.9% $ARM -5.4% $MRVL -5.4% $…↗

Jun 10

Alphatica — DARK POOL SCANNER | June 10, 2026 Lit: -$12.4B. Dark: +$102M. The dark pool buys indexes on a sell day. Fourth time in six sessions. 268 off-exchange prints ≥$5M. The lit tape pr…↗

Jun 10

Nancy Pelosi Stock Tracker ♟ — Nancy Pelosi may have just lost 14x her yearly salary in one week According to her most recent disclosure, she owns 20,000 shares of $AVGO At $AVGO's all-time high last Tuesday,…↗

Jun 10

Jason Luongo — You could buy 100 shares of $AVGO right now for ~$37,600. Or you could buy the $400 call LEAP expiring January 2028 for ~$9,900. ~74% less capital. ~590 days of runway. The trad…↗

Jun 10

Jun 10

Gaetano — Remember when Optics sold off on Hock's ($AVGO) Commentary around optical scale up? Read this 👇 Then go look at where all these companies were trading on March 5th vs now↗

Jun 9

Shay Boloor — I like to call $AVGO the Uncle Sam of the new AI economy. Broadcom taxes the custom silicon layer across major AI platforms from $GOOGL TPU and $META MTIA to newer Anthropic and O…↗

Jun 9

シバイヌおやびん（投資系VTuber） — $AVGO ブロコムも、あの堅実な決算だとこれ以上下げるのは難しいと思うな https://t.co/k5F2Fv1ryw↗

Jun 9

Alphatica — -$5.14B. Five names: zero buys. $NVDA is the lone buyer. The supply chain split. $6.48B in buy blocks. $11.62B in sells. Net flow: -$5.14B. 12,621 prints. The buyers. Three names…↗

Jun 9

Shay Boloor — $GOOGL is reportedly guaranteeing lease payments for Anthropic’s AI chip capacity across five U.S. data centers helping unlock about $35B of financing. $AVGO will design the chips…↗

Jun 9

BULL OF BRITAIN — The semiconductor thesis may be broken, proceed with caution. Based on a Semianalysis report. > CPO and 800V will be delayed till 2028/29 a huge pushback in the system. > 400…↗

Jun 9

Shay Boloor — @FuturumEquities Yup exactly $AVGO essentially taxes custom-silicon layer of essentially every major hyperscaler and newer Anthropic + OpenAI programs so its essentially collecting…↗

Jun 9

The Claude Portfolio — @beichaz_ Here's the current book, 15 positions, weights as they sit today: $NOW 14.6% $ZETA 10.7% $LLY 9.3% $VST 9.1% $RDDT 6.2% $HALO 6.1% $MGNI 6.0% $PGY 5.6% $ICE 5.6% $ARDX 5…↗

Jun 9

The Claude Portfolio — Breaking: Claude Portfolio just bought a new stock bc it thinks Hurricane Season will be weak Back on March 31st, we gave Claude's agents $50,000 to see how well they do at picki…↗

Jun 9

Shay Boloor — $AVGO launched its AI XPV platform with $APO and $BX to help deploy more than 20GW of AI compute capacity by 2028. The first $35B tranche will back Anthropic’s 1GW+ AI infrastruct…↗

Jun 9

Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR JUNE 9, 2026 1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY] 2. $MRVL — Custom AI silicon demand acceler…↗

Jun 8

Gaetano — The obvious beneficiaries... $MRVL $AVGO But there are a handfull that people don't give credit to One of them I've never even discussed on my page I laid them all out here:…↗

Jun 8

TheValueist — $NVDA $AVGO $LITE $COHR The Future of AI Interconnect: CPO and NPO Architectures. Co-packaged optics is the technically superior long-term architecture for the highest-radix AI da…↗

Jun 8

Alphatica — DARK POOL SCANNER | June 8, 2026 -$4.18B dark pool sell. 519 prints ≥$5M. Friday: bought the indexes. Monday: sold them. The dark pool day-traded the bounce. Friday: the dark poo…↗

Jun 8

Black Panther Capital — Jensen Huang walked onstage and called $MRVL the “next trillion-dollar company.” The stock moved 32% in a single session. $56 billion in market cap. One afternoon. Everyone aske…↗

Jun 8

Dillon Valdez — $AVGO put up AI semiconductor revenue of $10.8B, +143% YoY, and guided AI semis to $16B next quarter. This is not an “is AI real?” question anymore. It is an expectations question…↗

Jun 8

Jason Luongo — 3. $AVGO - Broadcom Q2 revenue $22.2B, up 48% YoY. AI semiconductor revenue $10.8B, up 143%. Co-designs custom AI ASICs directly for Google, Meta, and Anthropic. AI-related backlo…↗

Jun 8

Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR June 8, 2026 $SPY crash continuation or massive reversal 1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027 2. $M…↗

Jun 7

amit — I’m still trying to understand why we got that -4% day on the Nasdaq $QQQ last Friday. The last time we had that bad of a day was April of 2025. I think the question on everyone…↗

Jun 7

Shay Boloor — “The market is in such a bubble.” Yet here are the 2027 earnings multiples for some of the largest companies in the world: • $ORCL ~26x • $AMZN ~25x • $GOOGL ~25x • $MSFT ~22x •…↗

Jun 7

Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it. You'd make millions by knowing whats coming and buying dips until 2030+ Pay attention, we just finished Phase 1 2023-202…↗

Jun 7

Serenity — Just very helpful timelines reiterated around glass substrate (source: Trendforce): - SKC Absolics (011790) H2 2026 (first mover x $AMAT) - $AMD customers - Samsung electromechan…↗

Jun 6

Daave “3 and 30” Tepper — say the dominant architecture shifts from traditional transformer to ssm/hybrid ssm. Custom silicon is far more constraining. Advantage to the GPU fleet. $nvda $avgo↗

Jun 6

Gaetano — So much is happening We've got: > $META and $GOOG Financing news > Memory / Korea concerns > $AVGO selloff > $MRVL earnings > SpaceX IPO + compute > Rates + hike concerns > AI re…↗

Jun 6

Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives. S…↗

Jun 6

Michael | Hypermarkets — President Trump buying AI companies again. Last time this happened, $INTC $20 → $130 up 650% $DELL $235 → $470 up 200% $MU $320 → $1100 up 350% $IBM $220 → $330 up 150% This tim…↗

Jun 6

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: • $ALAB ~2.9x • $ARM ~2.4x • $INTC…↗

Jun 6

Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $51 • $NBIS $177 • $CIFR $17 • $CRWV $100 AI Power • $EOSE $7 • $BE $237 • $NVTS $22 • $VRT $282 AI Hardware • $NVDA $…↗

Jun 6

InvestmentGuru — 15 sectors defining the next decade of investing The megatrend map. 1. AI $NVDA · $PLTR · $APP The infrastructure king, the data layer, and the monetization engine. Three differ…↗

Jun 6

Shay Boloor — AI suppliers are on pace to generate massive profits over the next three years: • $NVDA ~$1.1T • Samsung ~$807B • SK Hynix ~$611B • $MU ~$356B • $TSM ~$354B • $AVGO ~$342B • $AMD…↗

Jun 6

InvestmentGuru — The most underowned layer of the AI stack — the plumbing $SIVEF · $POET · $LWLG Three small-cap photonics names. High risk. High conviction. Long time horizon required. Here’s w…↗

Jun 6

Jerry Capital — $AVGO bear market!↗

Jun 6

BULL OF BRITAIN — Why did the market sell off Thursday and Friday? If you are panicing about the sell-off, I will explain what is happening and the future moving forward. 1. $AVGO earnings. > Rev…↗

Jun 5

Alphatica — DARK POOL SCANNER | June 5, 2026 The lit tape sold -$47.7B. The dark pool: -$170M. Nearly flat. The divergence flipped direction. 687 off-exchange prints ≥$5M. The widest lit/dar…↗

Jun 5

Alphatica — MORNING INTERNALS | 10:52 AM ET Volume 0.43x. The worst reading in the history of the series. Nasdaq -1.78%. Global chip selloff. Jobs beat. The chip selloff that started with $A…↗

Jun 5

Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #44 Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering: • $AVGO earnings & why custom silicon demand st…↗

Jun 5

シバイヌおやびん（投資系VTuber） — $AVGO もそこまで悪い決算ではなかったけど大きく売られたし、利確したくて仕方ない調整フェーズ。↗

Jun 5

InvestmentGuru — 20-stock Total AI Infrastructure list across 7 layers: 1. $NVDA The undisputed AI compute standard. Beyond chips, Nvidia offers a full-stack platform including networking, softwar…↗

Jun 5

InvestmentGuru — 17. $ARM The architecture powering every AI inference chip, mobile AI, and data center CPU. Royalty model means it benefits from every chip design across the ecosystem — $NVDA, $AM…↗

Jun 4

シバイヌおやびん（投資系VTuber） — $GOOGL がMediaTekとの協業や内製化を進めることを懸念し、Macquarieは $AVGO をOutperformからNeutralへ格下げし、目標株価を437ドルとした。🤔↗

Jun 4

Shay Boloor — @FuturumEquities You can watch my full $AVGO earnings breakdown here: https://t.co/wTE9IziE1S↗

Jun 4

Shay Boloor — $AVGO has locked in some of the most important AI infrastructure customers on Earth across the next several years: • $GOOGL long-term deal to design and supply future TPU generat…↗

Jun 4

Alphatica — DARK POOL SCANNER | June 4, 2026 +$1.64B dark pool buy. 462 prints ≥$5M. The lit tape bought all 8. The dark pool hedges $SPY -$2.43B. The pattern never breaks. The lit tape prin…↗

Jun 4

Alphatica — +$18.85B. All eight names buy. Zero sellers. First time in the history of the series. $33.6B in buy blocks. $14.8B in sells. Net flow: +$18.85B. 30,389 prints. Buy/sell ratio: 2.3…↗

Jun 4

Shay Boloor — When Anthropic goes public or raises more capital at a $1T valuation, a meaningful portion could flow into compute infrastructure with more of that spend shifting from GPUs toward…↗

Jun 4

InvestmentGuru — $AVGO↗

Jun 4

Midas — Top 10x Stocks for 2025 (according to subreddit r/WallStreetBets): Here you go: $RKLB ($28.67): 294 upvotes $RDDT ($178.40): 228 upvotes $BBAI ($4.44): 173 upvotes $RDW ($18.10)…↗

Jun 4

rubicon59 — $AVGO is 2x $NVDA multiple and $NVDA is a superior business.↗

Jun 4

シバイヌおやびん（投資系VTuber） — VIX 原油低下ラッセル上昇 $AVGO 決算の件がなければリスクオン相場↗

Jun 4

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

Alphatica — ROTATION SCANNER | June 4, 2026 $XBI +3.0%. $XLF +2.5%. $SOXX -2.9%. $XLK -2.0%. The great rotation. Out of tech. Into everything else. Leader: $XBI (Biotech) +3.0% Laggard: $USO…↗

Jun 4

Alphatica — MORNING INTERNALS | 11:00 AM ET A/D 2.08x. Strongest breadth in weeks. Dow +1.44%. Nasdaq -0.58%. Nasdaq breadth 2.51x. Index red. $AVGO beat last night. Revenue $22.2B, up 48% y…↗

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…↗

Jun 4

Alphatica — QQQ UPDATE | Thursday June 4, 10:15 AM $735.27. Down 1.20%. QQQ is taking the AVGO hit harder than SPY. And the structure is worse than the price suggests. Composite: -12.6 [Neut…↗

Jun 4

InvestmentGuru — $AVGO buying opportunity 🤔 https://t.co/1z3JxxrOzm↗

Jun 4

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

Alphatica — AVGO update. Stock down 15.3% premarket despite beating on both EPS and revenue with a massive Q3 guide raise. Here is what happened. THE Q2 PRINT: EPS $2.44 beat the $2.40 stree…↗

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…↗

Jun 4

シバイヌおやびん（投資系VTuber） — $CRWD $PANW $AVGO と、市場は先走ってた感あるね↗

Jun 4

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…↗

Jun 4

シバイヌおやびん（投資系VTuber） — $GOOGL のTPUの推論チップ開発パートナーは $AVGO ではなく台湾のメディアテック。 $GOOGL はAVGOへの依存を選ばなかった。今後大きくスケールするのは推論の方。 $AVGO は期待が高すぎたかな。↗

Jun 4

シバイヌおやびん（投資系VTuber） — $AVGO はあかん雰囲気やな。そして資金は $NVDA $GOOGL に向かう？夜間ではこの2社はプラス。↗

Jun 4

シバイヌおやびん（投資系VTuber） — TPU v8i は $GOOGL とメディアテック。推論部分では $AVGO に依存してない。 $AVGO のマージンは維持不可能だと。↗

Jun 4

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…↗

Jun 4

シバイヌおやびん（投資系VTuber） — ブロードコム、第2四半期売上高が予想下回る　競争激化で $AVGO https://t.co/fpMtxWw6Ci↗

Jun 4

シバイヌおやびん（投資系VTuber） — $AVGO 決算はビートだけど、期待が高すぎ？夜間で-12% https://t.co/vvChls3SvK↗

Jun 4

Trade Whisperer — $AVGO Bounce or No Bounce Tomorrow?↗

Jun 4

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

Midas — Top 25 Darkhorse Bets for 2026 (according to r/WallStreetBets): Here you go: $RKLB ($28.67): 294 upvotes $RDDT ($178.40): 228 upvotes $BBAI ($4.44): 173 upvotes $RDW ($18.10): 1…↗

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

Alphatica — SPX GEX LEVELS: Jun 4 AVGO guided below expectations and dropped 12%. The gamma structure broke in a single session. Net GEX halved from +$1.23B to +$622M. The 7,000 accelerator…↗

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…↗