To The Moon

Broadcom's gearing up for its FY2026 Q1 earnings with a bold bet on 3D-stacked chips, planning to ship 1 million units by 2027 to supercharge data transfer speeds for AI workloads that demand lightning-fast efficiency. 😎 This vertical stacking tech crams more transistors into tighter spaces, slashing latency 30% and boosting bandwidth for hyperscalers like Google and Meta – but with management guiding total revenue at $19.1 billion (crushing $18.27 billion consensus) and AI semiconductor rev at $8.2 billion (another triple-digit year-over-year explosion), the spotlight's on whether this custom silicon surge cements Broadcom as the stealth AI infrastructure champ. Global hyperscaler capex is exploding toward $670 billion, fueling insatiable demand for interconnects and accelerators amid com

$Broadcom(AVGO)$  Any idea what happened to this Broadcom today? Why it took such a BIG dump? 

Early this morning, $NVIDIA(NVDA)$ released its Q4 FY26 earnings report covering the three months ending January 25. Compared to analyst expectations, the fourth-quarter performance was impressive: Looking ahead to the first quarter of fiscal year 2027, NVIDIA expects revenue to reach approximately $78 billion, a massive 77% year-over-year increase that significantly surpasses analysts' projections of $72.8 billion. Despite the explosive earnings report, NVIDIA's stock remained largely unchanged in after-hours trading, edging up just 0.18%! Following this, semiconductor ETFs experienced minor corrections after hitting record highs overnight. The largest semiconductor ETF, $VanEck Semiconductor ETF(SMH)$ ,

$Broadcom(AVGO)$  

ARKK Investment Tracker position change: Decreased position in Broadcom by 4,104 shares, the number of shares held decreased 2.14% compared to the previous period and now represents 1.02% of the total position.

$Broadcom(AVGO)$ I made an additional investment in AVGO based on Jefferies maintaining its Buy rating and $500 price target, implying ~45% upside potential. The firm emphasized Broadcom’s strong positioning in AI and networking, noting it is “well ahead” of MediaTek on v8 chips and poised to maintain its lead with v9 chips. With Google expected to reach 6 million units in CY27, 85-90% tied to Broadcom, Jefferies sees further upside potential. This reinforces confidence in AVGO’s growth trajectory and its ability to capitalize on the expanding demand in high-performance chip solutions.

$Defiance Daily Target 2X Long AVGO ETF(AVGX)$ $Broadcom(AVGO)$  Broadcom Chart was looking great today and semiconductor sector was literally holding the Tech Market up on 19 Feb Market , decided to go for a quick one and exited. 

Broadcom's gearing up for its FY2026 Q1 earnings with a bold bet on 3D-stacked chips, planning to ship 1 million units by 2027 to supercharge data transfer speeds for AI workloads that demand lightning-fast efficiency. 😎 This vertical stacking tech crams more transistors into tighter spaces, slashing latency 30% and boosting bandwidth for hyperscalers like Google and Meta – but with management guiding total revenue at $19.1 billion (crushing $18.27 billion consensus) and AI semiconductor rev at $8.2 billion (another triple-digit year-over-year explosion), the spotlight's on whether this custom silicon surge cements Broadcom as the stealth AI infrastructure champ. Global hyperscaler capex is exploding toward $670 billion, fueling insatiable demand for interconnects and accelerators amid com

Early this morning, $NVIDIA(NVDA)$ released its Q4 FY26 earnings report covering the three months ending January 25. Compared to analyst expectations, the fourth-quarter performance was impressive: Looking ahead to the first quarter of fiscal year 2027, NVIDIA expects revenue to reach approximately $78 billion, a massive 77% year-over-year increase that significantly surpasses analysts' projections of $72.8 billion. Despite the explosive earnings report, NVIDIA's stock remained largely unchanged in after-hours trading, edging up just 0.18%! Following this, semiconductor ETFs experienced minor corrections after hitting record highs overnight. The largest semiconductor ETF, $VanEck Semiconductor ETF(SMH)$ ,

$Broadcom(AVGO)$  Any idea what happened to this Broadcom today? Why it took such a BIG dump? 

$Broadcom(AVGO)$  

ARKK Investment Tracker position change: Decreased position in Broadcom by 4,104 shares, the number of shares held decreased 2.14% compared to the previous period and now represents 1.02% of the total position.

$Broadcom(AVGO)$ I made an additional investment in AVGO based on Jefferies maintaining its Buy rating and $500 price target, implying ~45% upside potential. The firm emphasized Broadcom’s strong positioning in AI and networking, noting it is “well ahead” of MediaTek on v8 chips and poised to maintain its lead with v9 chips. With Google expected to reach 6 million units in CY27, 85-90% tied to Broadcom, Jefferies sees further upside potential. This reinforces confidence in AVGO’s growth trajectory and its ability to capitalize on the expanding demand in high-performance chip solutions.

$Defiance Daily Target 2X Long AVGO ETF(AVGX)$ $Broadcom(AVGO)$  Broadcom Chart was looking great today and semiconductor sector was literally holding the Tech Market up on 19 Feb Market , decided to go for a quick one and exited.