$Broadcom(AVGO)$ Broadcom (AVGO) stands out as a compelling investment for the next five years due to its pivotal role in the AI infrastructure boom. The company has transformed into a leader in custom AI accelerators (ASICs) and high-speed networking chips, powering data centers for hyperscalers like Google (with its TPUs) and others building large language models. In fiscal 2025, AI semiconductor revenue surged to about $20 billion (up 65%), representing 31% of total sales, with strong growth in Ethernet switches and XPUs. Management projects $60-90 billion in annualized AI revenue by fiscal 2027, potentially exceeding $100 billion, backed by a massive $73 billion AI backlog and multi-year contracts. Analysts forecast revenue and EBITDA CAGRs o
$NEBIUS(NBIS)$ decided to take some profit now. Given the super volatile market, I feel profits are needed, at least we need cash to sustain our overall stock portfolio when the market goes bad!
$CRCL 20260410 78.0 PUT$ Bought back this PUT option, which was rollout from $86 STRIKE on 2 Apr 2026, @$0.03 to take profit and to release funds for next trade.