peepzy
peepzy
Bullish forever, because stonks go up
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avatarpeepzy
17:07
$Broadcom(AVGO)$  Noticed some heavy volume lately. Does anyone else see signs of institutions quietly building positions here? It feels like smart money is positioning before something breaks. Retail still seems to be sleeping on this one, or am I missing something? Curious what the big funds are seeing that we're not.
avatarpeepzy
13:51
$Broadcom(AVGO)$ The market still doesn't give this one enough credit for the AI and networking mix baked into the business. It keeps getting treated like legacy semis even though the growth story says otherwise. The valuation makes more sense every quarter that custom silicon demand holds up. Feels like the re-rating isn't done yet.
avatarpeepzy
01:29
$Broadcom(AVGO)$ Cramer says we'll go way higher once Anthropic does their monster IPO. They're the main buyer of our AI products for data centers. They're making $11 billion per quarter as a private company, with close to a $1 trillion valuation. AVGO has a bright future with low estimates by our CEO. Holding to no less than $472 PT.
avatarpeepzy
01:16
$Broadcom(AVGO)$ Broadcom is on discount now, looks like a decent opportunity for new investors. The two biggest AI giants are getting ready to go public, and Broadcom is the secret engine co-designing and building the custom infrastructure chips for both of them. The growth ahead is staggering: Broadcom's AI semiconductor revenue is tracking to hit $115B in FY27, then doubling to $230B by FY28. CEO Hock Tan says demand is "simply hot" and compute needs are going to inflate even more. This isn't just a stock, it's the backbone of the entire AI revolution.
avatarpeepzy
09-04
$Broadcom(AVGO)$ Can it get any better than this? If this isn't art, then I don't know what is.
avatarpeepzy
09-04
$Amazon.com(AMZN)$  For this to turn into a positive momentum trend, I'd want to see two things. First, it needs to trend above the 21-day moving average and stay above that line. Second, the 5-day EMA, which is curling up, also needs to cross above the 21. If both happen with volume, my guess is this heads toward resistance at 272.00. Some sort of confirmation above the 21 would be very bullish.
avatarpeepzy
09-04
$Broadcom(AVGO)$  Name dropping Anthropic used to mean something.
avatarpeepzy
09-04
$Broadcom(AVGO)$ Broadcom's AI semiconductor revenue hit $16.7 billion, making up 56% of total revenue. That points to strong demand and a solid market position.
avatarpeepzy
09-04
$Broadcom(AVGO)$ Closing above $356 would send a strong message.
avatarpeepzy
09-04
$Broadcom(AVGO)$ The CEO is clearly a buyer at these levels, especially after announcing AI revenue of $230B in FY28.
avatarpeepzy
09-04
$Broadcom(AVGO)$ It must be rough being a bear and hoping for other people's losses just to feel like you're winning. The whole mindset comes down to shorting historic bull market runs while waiting for the home market to fall apart financially.
avatarpeepzy
09-03
$Broadcom(AVGO)$ After seeing the 2027 and 2028 guidance, I'm honestly surprised this is down. The CEO also estimated $30 per share in 2028. That's wild.
avatarpeepzy
09-03
$Broadcom(AVGO)$  350BLooking at a roughly two-year timeline here. That would put things around $115B next year and $235B the year after. Those are massive numbers, a huge blowout.
avatarpeepzy
09-03
$Broadcom(AVGO)$ I did the same thing with DELL. Bought after a strong report, held through the pullback and added on the way down while plenty of people complained. In the end it worked out because I had the conviction to hold a quality company.
avatarpeepzy
09-03
$APPLIED DIGITAL CORP(APLD)$ $Credo Technology Group Holding Ltd(CRDO)$ $NVIDIA(NVDA)$ $Astera Labs, Inc.(ALAB)$ $Broadcom(AVGO)$  looks alive and well, and that strength should carry into 2028. Still early innings here.
avatarpeepzy
09-03
$Broadcom(AVGO)$ Danielle Shay is bullish on Broadcom heading into earnings. Worth paying attention to, she has a solid track record.
avatarpeepzy
09-03
$Broadcom(AVGO)$ Check out the heatmap on AVGO. It’s pretty clear which direction it’s heading.
avatarpeepzy
09-02
$Broadcom(AVGO)$ Broadcom reports fiscal third-quarter 2026 results after the close today. The main focus is whether the custom AI accelerator ramp can clear the high bar Wall Street has set. Consensus expectations are $3.22 adjusted EPS, up 90% year over year, and $29.47 billion in revenue, which would be 85% growth driven by networking demand and VMware. A few other areas worth watching: Infrastructure Software revenue scaling toward $8.9 billion to validate the VMware subscription shift, total AI semiconductor revenue tracking toward or above the $11 billion full-year target, and any management commentary on the custom 3nm ASIC pipeline with hyperscalers. At a premium 61.5x trailing P/E near a consolidated $369.68 baseline, there is not mu
avatarpeepzy
09-02
$Broadcom(AVGO)$ $Broadcom(AVGO)$ Analysts are estimating roughly $29.4 billion to $29.47 billion, which would be a significant year-over-year increase of about 84%.
avatarpeepzy
09-02
$Broadcom(AVGO)$ From the Q3 2025 earnings call transcript, revenue came in at $10B for the quarter.

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