TSLA
Tesla
-- 355.840 NVDA
NVIDIA
-- 138.850 INTC
Intel
-- 23.600 NBIS
NEBIUS
-- 44.490 PLTR
Palantir
-- 119.160 
$Broadcom (AVGO.US)$ Is anyone worried about this one? Just...
$Broadcom (AVGO.US)$
Is anyone worried about this one?
Just playing devils advocate as someone has to. There’s too much euphoria on the AI train.
Is anyone worried about this one?
Just playing devils advocate as someone has to. There’s too much euphoria on the AI train.
Multiple has expanded and there are now expectations for ever increasing AI revenue.
$Alphabet-C (GOOG.US)$ is fully ramped and $Meta Platforms (META.US)$ is the next big opportunity for XPUs. But $Amazon (AMZN.US)$ and $Microsoft (MSFT.US)$ are going with $Marvell Technology (MRVL.US)$ . Byte dance is not a serious opportunity.
Hock Tan used to think merchant silicon was better now thinks custom is better. Well they used to dominate merchant silicon networking chips and now have zero access to merchant silicon in AI so basically talking his book?
Software acquisitions (CA, SYMC) have been perennial share donors. Carbon black is third tier. VMW might be defensible but he has gone native on channel partners and long tail customers with predatory tactics.
This might come to bite him in 2-3 years but he might not be around. Look at his contract.
This might come to bite him in 2-3 years but he might not be around. Look at his contract.
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Trump 2.0 Era: How will global markets evolve?
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context,
Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
547688699 : Started to rise.
Ultratech : no. if you're worried about avgo you shouldn't be in the stock market
kind Rhino_5433 Ultratech : WOW, I think it's ok to have a little concern about a stock no matter how certain you think you know about the direction it's headed,Wall Street moves the needle we're just catching crumbs off of a much larger loaf
. I am constantly reading everyone's comment that once it breaks $170 it's no turning back huh?
Ultratech kind Rhino_5433 : stocks like broadcom dip then move up that's how this works. ppl are baby cries when it happens too, it's pathetic. weather its 150 or 170+. buy whenever and it doesnt matter if you hold long it'll go up more eventually