peepzy
peepzy
Bullish forever, because stonks go up
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avatarpeepzy
14:49
$BlackBerry(BB)$ Keep an eye on day traders and whales, they likely want all these cheap shares under $10.
avatarpeepzy
14:12
$Broadcom(AVGO)$  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.
avatarpeepzy
10:24
$Energy Vault Holdings, Inc.(NRGV)$ $Broadcom(AVGO)$ 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.
avatarpeepzy
08:55
$Broadcom(AVGO)$ 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.
avatarpeepzy
04:51
$Broadcom(AVGO)$ 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.
avatarpeepzy
04-17
$Broadcom(AVGO)$ 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.
avatarpeepzy
04-15
$Broadcom(AVGO)$ AVGO has taken off, leaving behind anyone who didn't board the ship.
avatarpeepzy
04-15
$Broadcom(AVGO)$ Wow, Broadcom is wiping out the remaining shorts.
avatarpeepzy
04-15
$Broadcom(AVGO)$  Look at our MACD and the 12-day SMA (red) ... it's as bullish as it gets.
avatarpeepzy
04-14
$Broadcom(AVGO)$ 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.
avatarpeepzy
04-10
$Broadcom(AVGO)$ There's a lot of resistance around $355 to 360. I hope we can break out of this range and head upward.
avatarpeepzy
04-09
$Broadcom(AVGO)$  AVGO's weekly breakout is expected to continue as anticipated.
avatarpeepzy
04-09
$Broadcom(AVGO)$ In my opinion, if we break above $360 and can stay, we're off and running.
avatarpeepzy
04-09
$Broadcom(AVGO)$ I see AVGO in a breakout position at $351.00+. That's sweet.
avatarpeepzy
03-11
$Broadcom(AVGO)$  Brodie was wrong about his $Oracle(ORCL)$  predictions... all bark and no bite.
avatarpeepzy
03-11
$Broadcom(AVGO)$  Could someone please explain why this is red while the broader market is green?
avatarpeepzy
03-10
$Broadcom(AVGO)$ I love Trump for suggesting a near term cessation of hostilities. Portfolio-wise, it made my day.
avatarpeepzy
03-09
$Broadcom(AVGO)$  I tend to think that one good piece of info is all it takes for the market to rocket back up.
avatarpeepzy
01-23
$Broadcom(AVGO)$ Billionaire investor doubles down on AI for AVGO.
avatarpeepzy
01-22
$Broadcom(AVGO)$ $Arista Networks(ANET)$  up 12% on networking, guess what silicon they run?

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