Broadcom Jumps 10%! AI Chip Rally, Is Nvidia’s Pullback Over?

Chip sector rally on Al optimism; Broadcomand Credo up 10%; Arm up 9%; Astera Labs up7%: Nvidia, TSMC and Micron up 3%

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avatarFurore
09-13
Buying Nvidia's dip seems to be a safer option

Big-Tech Weekly | How ORCL/AVGO Creating 'Multi-Core' AI-Eco? Unpacking Tesla's Rally To $400

Big-Tech’s Performance​Macro Headlines This Week:​​​Indices Hit New Highs Amid Increased Volatility.​​ The three major indices repeatedly set new closing records this week, with the Nasdaq performing particularly strongly, driven by tech stocks. However, due to disappointing inflation (CPI rose to 2.9% year-on-year from 2.7% in July) and employment data (approximately 22,000 new jobs added, which is relatively low; the unemployment rate rose to about 4.3%, and initial jobless claims surged to 263,000), market sentiment began to diverge, and concerns about stagflation (stagnation + inflation) intensified.​​Oracle's Surge Sparks Debate Over AI Concept Hype.​​ The AI narrative received a boost from ORCL's earnings report and positive cloud service contracts, leading to a one-day surge of appr
Big-Tech Weekly | How ORCL/AVGO Creating 'Multi-Core' AI-Eco? Unpacking Tesla's Rally To $400

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avatarPatmos
09-12
NVDA will be down under $174 by next week 
avatarToNi
09-11

Broadcom’s AI Ascendancy: A Hidden Gem Ready to Soar

Broadcom Inc. (AVGO) is quietly emerging as the unsung hero of the AI revolution, poised for a stellar ascent that could outshine its flashier peers. Trading at $369.57 after a 13% weekly surge, this semiconductor and software titan boasts a $1.7 trillion market cap and a year-to-date gain exceeding 100%. Unlike the spotlight-stealing GPU giants, Broadcom’s unique edge lies in its custom AI chips and networking solutions, making it the backbone of tomorrow’s data-driven world. Here’s why this stock deserves a bullish spotlight. The recent 22% revenue jump to $15.95 billion in fiscal Q3 2025, driven by a jaw-dropping $4 billion in AI semiconductor sales (up 200% year-over-year), underscores Broadcom’s meteoric rise. [19] The crown jewel? A rumored $10 billion custom chip order from a major
Broadcom’s AI Ascendancy: A Hidden Gem Ready to Soar
👍🏻👍🏻👍🏻👍🏻👍🏻

Why We Should Not Focus Only On Either Nvidia or Broadcom

Recent developments, particularly $Broadcom(AVGO)$'s strong earnings report and its new custom AI chip deal with OpenAI, have shifted investor attention and raised questions about whether it poses a significant threat to $NVIDIA(NVDA)$'s market dominance. While Broadcom's recent performance has been impressive, a deeper analysis reveals that these two companies are not in a zero-sum competition. Instead, they operate in distinct but complementary parts of the AI ecosystem, making them both viable long-term investments. This is the very reason why I have these two names in my long-term portfolio, only to increase more weightage for one when opportunities appear. In this article I would like to share why in
Why We Should Not Focus Only On Either Nvidia or Broadcom
avatarWeChats
09-09
🚀 Broadcom Rocket Continues: AVGO the Next Nvidia… or a Different Beast? Broadcom ($Broadcom(AVGO)$  ) is stealing the spotlight. The stock closed at $350.48 (+4.7% Monday), marking 10 gains in the past 11 sessions and a jaw-dropping +18% this month. AI momentum is fueling the rally, but investors are asking a bigger question: is Broadcom morphing into the “next Nvidia,” or is this a totally different play? Meanwhile, Nvidia ($NVIDIA(NVDA)$ ) — the AI poster child — has slipped into choppier waters. After a historic run, shares hover near $170, recovering modestly from earnings jitters. But with 39% of revenue tied to just two customers, the story now carries fragility. Has Nvidia’s golden
avatarShyon
09-09
Wow, looking at Broadcom's latest performance, I'm absolutely thrilled. Their shares climbing 4.7% to $350.48 on Monday, marking another record high, just underscores the rocket ship this company is on. It's risen in 10 of the past 11 sessions and jumped 18% this month alone— that's not just momentum; that's a clear signal of investor confidence. As someone who's been following semis closely, I can't help but feel validated in my long-term bullish stance on AVGO $Broadcom(AVGO)$  . Their latest earnings report blew past expectations, and the incoming forecast? Mind-blowing. Revenue guidance for the next quarter suggests even stronger growth, driven by AI demand and custom silicon deals. It's like they're printin
avatarAN88
09-09
No. More work need to be done
avatarxc__
09-09

Broadcom’s AI Ascent: Can AVGO Dethrone Nvidia’s Crown?

$NVIDIA(NVDA)$ Broadcom ( $Broadcom(AVGO)$ ) soared 4.7% to $350.48 on Monday, marking a new record and extending a 10-out-of-11-session rally, with an 18% monthly surge. Nvidia (NVDA) edged up to $170, hinting at a recovery, as both stocks ride the AI wave. With the S&P 500 at 6,540, Nasdaq at 21,950, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariff tensions and oil at $74.50/barrel. Posts found on X cheer “AVGO’s Nvidia moment,” but some question “NVDA’s rebound.” This deep dive explores Broadcom’s rise, Nvidia’s trajectory, the AI rivalry, trading opportunities, and a plan to bet on the ascent or hedge the shift. Broadcom’s Rise: AI Powerhouse Emerges Broadcom’s momentum is unden
Broadcom’s AI Ascent: Can AVGO Dethrone Nvidia’s Crown?
avatarRishiM
09-08
The AI boom has rewritten the rules of tech investing, and Nvidia has been the undisputed poster child of this revolution. But while the spotlight shines bright on NVDA, Broadcom (AVGO) is quietly (and powerfully) scripting its own growth story. With its strategic acquisitions, dominance in custom chips, and a strong foothold in AI networking, Broadcom is no longer just a semiconductor giant—it’s becoming an AI infrastructure powerhouse. As hyperscalers scale, Broadcom scales with them. Is AVGO the “next Nvidia”? Maybe not in the same GPU-driven way, but in terms of sustained relevance, critical AI ecosystem positioning, and exponential growth potential, Broadcom could very well be the parallel story investors shouldn’t ignore. Sometimes the next big winner isn’t the loudest name in the ro

TMT Weekly: Structural Opportunities In September!

As mentioned last week, the market entered a period of overall volatility upon entering September. The first week saw the $Nasdaq 100 Index (NDX)$ still close up 1%, marking a relatively solid start to the choppy trading environment. $Nasdaq 100 ETF (QQQ)$Divergence in TMT Stock PerformanceAmong the top gainers, $SanDisk Corp.(SNDK)$ surged 34.2% to lead the pack, followed by $Opendoor Technologies Inc(OPEN)$ and $Ciena Corp.(CIEN)$ followed closely with gains of 30.6% and 24.7%, respectively, while $Tianhong Technology(CLS)$ and
TMT Weekly: Structural Opportunities In September!
avatarMrzorro
09-08
Broadcom Options Volume Jumps Seven-Fold as Shares Hit All-Time High $Broadcom(AVGO)$   options volume jumped more than seven-fold, allowing the company to join its biggest rival $NVIDIA(NVDA)$  , electric vehicle giant $Tesla Motors(TSLA)$   and $Opendoor Technologies Inc(OPEN)$   in the most active stock options Friday.  That comes as shares climbed as much as 16.4% to an intraday all-time high of $356.34, buoyed by brightening outlook and better-than-expect
avatarkoolgal
09-08
🌟🌟🌟 Nvidia $NVIDIA(NVDA)$ recent slide feels like heart break but the big question is - Is this temporary or something far worse?  The answer lies in Nvidia's dominant role in the AI Infrastructure and its wide moat especially in its CUDA platform. So I believe this is a great opportunity to bargain hunt this phenomenonal stock. @Tiger_comments
Both AI giants are more priced than the fair value in this AI bubble of more supply but the real use case and implementation is practically slower as obvious.  Be patience on expected usual dip in September and priority to buy is Nvidia of course!