To The Moon

$Broadcom(AVGO)$’s success in securing the Google TPU (Tensor Processing Unit) v7 deal certainly shifts the competitive landscape, but it doesn't signal an immediate "loss" for $NVIDIA(NVDA)$. Instead, it defines a clear split in the market: Custom ASICs (Application-Specific Integrated Circuits) for efficiency versus General-Purpose GPUs for cutting-edge performance. As of early 2026, here is how the competition is playing out between Broadcom-backed custom silicon and Nvidia's ecosystem. 1. The Broadcom Threat: Cost and Inference Efficiency Broadcom is helping "Hyperscalers" ( $Alphabet(GOOGL)$ Google, $Meta Platforms, In

Issued: April 7, 2026 (Pre-Asia Open)Period Covered: March 30, 2026 → April 7, 2026 1. Core Macro Dislocation Breakdown The defining anomaly in the current market is as follows: WTI Crude has surged to 115.35, while the US 10-Year Treasury Yield has declined to 4.352%. Under a standard macro framework, this configuration should not coexist. The classical transmission mechanism is: Oil ↑ → Inflation Expectations ↑ → Long-End Yields ↑ → Equity Valuations ↓ Yet the market is currently exhibiting: Oil ↑ + Yields ↓ + S&P 500 rebounding to 6611.83 This constitutes a clear case of structural mispricing. This dislocation must be decomposed into three layers: (1) Short-Term Trigger: Supply Shock and Rate Divergence The rise in oil prices is driven by supply-side constraints: Shipping disruption