$Tesla (TSLA.US)$
Suddenly came.
Is something happening? 🥰

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
It's the day after broadcom messed up, and employment statistics were quietly revised downward for the previous month. There are factors that could cause a decline, but there are no factors that could drive buying. I suppose...

Other $Broadcom (AVGO.US)$ Do you have any shareholding in it?
Do you think it is worth holding onto this stock?
Although the recently announced earnings exceeded expectations, the stock price dropped more than 6% in post-market trading due to weak financial estimates for the next quarter.

$Broadcom (AVGO.US)$
Isn't it too early to give up yet?
If Apple is still the number one customer, shouldn't we watch the new product announcement on September 9th? Wasn't it around 20%?
Since the iPhone 15 is not selling well, is the sales declining?

$NVIDIA (NVDA.US)$
Nvidia Broadcom
Both obtained around the end of December 2022.
Let's hold it for 3 years, shall we?
AI is still growing rapidly ↗️.

$Broadcom (AVGO.US)$
[I'll start by telling you the conclusion - buy on dips!]
*This is just my personal opinion. I'm not an investment expert or anything, you know, just me.
*But I'm really convinced, and even if I lose money, I won't regret it.
[Below is a long monologue lol]
Broadcom is mainly used for building enterprise datacenters, with semiconductor manufacturing as its main business.
In simple terms, it's semiconductors that are integrated into network devices like routers and switching hubs.
It's actually more diverse and complicated, but it's not important so I'll just skip it.
So, the conventional datacenter construction method was to connect multiple servers with network equipment.
But now, with virtualization, it's possible to build a network that connects multiple servers within one server.
It's a natural progression for Broadcom to acquire the virtualization giant VMware, because the demand for the semiconductors used in network equipment has decreased.
So, shifting from the previous network semiconductor technology to virtualization-specific semiconductors and technology development and provision is happening right now.
Well, up until now, the internet has been the main thing...

$Intel (INTC.US)$ $Broadcom (AVGO.US)$
Intel, it's fine if you fail on your own, but please don't involve Broadcom.
Intel's contract manufacturing business does not meet Broadcom's standards.
[September 4, 2024 Reuters] - U.S. semiconductor giant Intel (INTC.O), opens new tab, received an order from Broadcom (AVGO.O), opens new tab for its contract manufacturing (foundry) business. However, it has become clear from multiple sources that the ordered project did not meet Broadcom's standards.
This will be a blow to Intel's restructuring strategy.
Intel formed circuits on the silicon wafers received from Broadcom using its advanced manufacturing process, 18A. However, it was determined by Broadcom's inspection that transitioning to mass production is still difficult.
It is currently unclear whether Broadcom will cancel the order or not.
According to sources, Broadcom engineers have been unable to meet Intel's manufacturing process requirements.

It is the largest computer memory chip maker in the USA. $Micron Technology (MU.US)$ As part of efforts to bring semiconductor production back to the USA, the company is prepared to receive over $6 billion in subsidies from the Commerce Department to support domestic factory projects.
According to sources familiar with the matter, while the final decision has not been made yet, there is a possibility it will be announced as early as next week. It is unclear whether the company will also receive loans under the 2022 Chips and Science Act in addition to direct subsidies.
Micron, based in Boise, Idaho, is constructing factories in New York and the local area. After the preliminary agreement announcement, the company will undergo months of due diligence and then receive funds divided into tranches linked to project-specific benchmarks.
Representatives from Micron, the Commerce Department, and the White House refrained from commenting.

$Pixie Dust Technologies(Delisted) (PXDT.US)$
Everyone buy it!