$Broadcom(AVGO)$ If you step back and look at the setup here, it starts to make a lot of sense. Back in 2025, Berkshire was comfortable with Google in the high 20s P/E range. Now, Meta's trailing P/E is around 22.8, with a forward P/E around 17.9 and a PEG under 1. That's not expensive for a company with a dominant moat. Then Broadcom looks even more interesting on forward numbers, dropping to around 22 P/E with a PEG around 0.41 after growth expectations reset. That's a big shift in how the market is pricing it. When you line this up with how Berkshire tends to think about durable tech leaders, both names start to screen a lot more attractive than people think. Feels like the kind of valuation window that doesn't stay open forever if sentime

$Broadcom(AVGO)$ $Dell Technologies Inc.(DELL)$ The stock is oscillating between $418 and $420, feels like a game of musical chairs. We need to move up, let the recovery begin. $450 is a sweet spot.

If Anthropic ever goes public or raises at a $1T valuation, we could see serious capital flowing into compute infrastructure. The thing is, a lot of that spending might start moving off GPUs and onto custom silicon. That's where $Broadcom(AVGO)$  sits quietly in the background. They're not flashy, but any shift toward specialized AI chips hits them directly. The next wave of AI buildout could be a significant tailwind that not many are talking about yet. It's worth keeping an eye on.

$Broadcom(AVGO)$ Not gonna lie, the more I look into Broadcom's numbers, the more this whole AI story seems a lot bigger than most people realize. Semiconductor Solutions revenue grew 79% year over year, and Broadcom is essentially becoming the behind-the-scenes partner for hyperscalers building custom AI inference chips. Think about the names involved here: $Alphabet(GOOGL)$ , $Meta Platforms, Inc.(META)$ , OpenAI, Anthropic. Everyone wants more control over the AI inference stack now, and Broadcom is quietly positioned right at the center of that shift. Honestly, this doesn't feel like a short-term AI hype trade anymore. It feels more like one o

AVGOAISemiconductor revenue surged 143% year-over-year to $10.8 billion. CEO Hock Tan reported over $30 billion in Q2 AI chip orders, highlighting significant near-term supply shortages. Anthropic accounts for $21 billion of the backlog, with agreements to expand its next-gen compute footprint into 2027. The company guided to a Q3 revenue midpoint of $29.4 billion, versus consensus of $28.25 billion. Analysts were looking for $Broadcom(AVGO)$  to raise AI revenue expectations, but the CEO reiterated fiscal year targets of $56 billion for FY26 and $100 billion for FY27. Analysts at Goldman Sachs, Mizuho, Citi, and Deutsche Bank have raised their price targets and view the selloff as an overreaction to a temporary bottleneck rather than a funda

$BlackBerry(BB)$ Keep an eye on day traders and whales, they likely want all these cheap shares under $10.

$Broadcom(AVGO)$  Q2 revenue was $22.2B, up 48% YoY, a record. AI semiconductor revenue came in at $10.8B, up 143% YoY, beating their own outlook. And the Q3 AI line guidance is $16B, up over 200% YoY. The market was hoping for a raise in the 2027 AI revenue target of $100B, with talk around it potentially reaching $150B. However, management kept its AI targets at 10GW in 2027 and $100B+ long term, instead of raising guidance like they did in prior quarters. They reported AI demand remains explosive, yet the stock pulled back. I think this pullback is completely unjustified. It should move back to 500 and beyond. Read the actual numbers.

$Energy Vault Holdings, Inc.(NRGV)$ $Broadcom(AVGO)$ The earnings commentary from earlier is bullish for NRGV, focusing on bringing power to the hyperscalers. The NRGV CEO confirmed that negotiations with hyperscalers have been ongoing since at least early Q1 this year. For the AI buildout, what's basically needed is as much power in any form, as quickly as possible. NRGV will be a massive beneficiary.

$Broadcom(AVGO)$ Q2 results came in slightly above estimates, but the guidance was particularly strong. The standout metric is AI-related revenue, which is expected to grow by more than 200%. We'll see how the market interprets the report tomorrow.

$Broadcom(AVGO)$ Just delivered another solid beat and raise, with the AI engine still being the main driver. Q2 revenue came in slightly above expectations at $22.2B vs. $22.1B, EPS $2.44 vs. $2.39, EBITDA $15.2B vs. $14.9B. Free cash flow missed slightly at $10.3B vs. $11.8B, but AI semiconductor revenue surged to $10.8B, up 143% YoY. Q3 guidance is where it gets more interesting. Revenue is guided to $29.4B vs. $28.7B, margins staying strong at 68%, and AI revenue stepping up to $16B, implying over 200% YoY growth. This is no longer just a chip story. It's becoming an AI infrastructure cash machine with expanding visibility into demand.

$Broadcom(AVGO)$ AVGO's 20-day SMA just crossed above the 50 and 200-day SMAs... as bullish as it gets. The move from $296 looks like just the beginning.

$Broadcom(AVGO)$ AVGO has taken off, leaving behind anyone who didn't board the ship.

$Broadcom(AVGO)$ Wow, Broadcom is wiping out the remaining shorts.

$Broadcom(AVGO)$  Look at our MACD and the 12-day SMA (red) ... it's as bullish as it gets.

$Broadcom(AVGO)$ These are all attempts by shorts to slow down the momentum of buying shares on premarket dips. Goldman just reiterated their Strong Buy rating. It's a very strong investment bank. 480 price target.

$Broadcom(AVGO)$ There's a lot of resistance around $355 to 360. I hope we can break out of this range and head upward.

$Broadcom(AVGO)$  AVGO's weekly breakout is expected to continue as anticipated.

$Broadcom(AVGO)$ In my opinion, if we break above $360 and can stay, we're off and running.

$Broadcom(AVGO)$ I see AVGO in a breakout position at $351.00+. That's sweet.

$Broadcom(AVGO)$  Brodie was wrong about his $Oracle(ORCL)$  predictions... all bark and no bite.