$Broadcom(AVGO)$ **Broadcom (AVGO) stands out as one of the strongest investment opportunities in 2026**, driven by its explosive position in the AI infrastructure boom. In Q1 FY2026, the company reported record revenue with AI semiconductor sales hitting **$8.4 billion**, up **106% year-over-year**. It is guiding for continued acceleration, with Q2 revenue expected at ~$22 billion (47% YoY growth) and a clear line of sight to over **$100 billion in cumulative AI revenue by 2027**, backed by a massive ~$73 billion backlog. Major custom silicon deals with hyperscalers like Google, Anthropic, and others fuel this, alongside leadership in high-speed AI networking (e.g., Tomahawk switches). Beyond AI chips, Broadcom benefits from diversified revenue
$BIDU-SW(09888)$ $BIDU-SW(09888)$ Baidu struggling below 50 day moving average line, Trump will visit China on 18 May so there May be volatility until June. I'm still hoping to catch Baidu at 105. I will not add if it does not come to my level. I continue to wait and see. There is no rush to buy.