To The Moon

$Broadcom(AVGO)$ Price is back near the lower end of this large weekly range and sitting right on the 50-week moving average. That's a great setup for a bullish reversal. I'd still wait for some signs of basing out here first.

$Moderna, Inc.(MRNA)$ Money is going to flow back into big tech blue chips like $NVIDIA(NVDA)$ , $Alphabet(GOOGL)$ , and $Broadcom(AVGO)$ , partly for the dividends too.

$Broadcom(AVGO)$  A side note on Cathie Wood: she holds roughly 500,000 shares, with her most recent purchase at $416 on August 10. I'd guess she'll add more at these levels, and it should show up in the disclosures.

$Apple(AAPL)$  The skeptics tend to go quiet on green days. I'm staying long either way. Some of us already understand the long-term benefits here.

$Broadcom(AVGO)$  Ignore the noise. Broadcom hasn't lost its core partnership with Google on custom AI accelerators and networking components. The contracts are still officially active through 2031, and Google is just diversifying vendors. At the same time, Broadcom's custom silicon pipeline isn't dependent on Google alone anymore. They've locked in large multi-year custom accelerator and networking commitments with other hyperscalers, including Meta across multiple generations of MTIA chips, OpenAI, and Anthropic. I'm staying long and buying the dip.

$Broadcom(AVGO)$  If you sold today instead of buying, and swapped your shares for Marvell thinking that was the better move, don't quit your day job.

$Broadcom(AVGO)$  The VMware security breach story was overblown. Client admins simply didn't patch. The Marvell reaction also looks exaggerated since Google and Broadcom have a deal in place until 2031, so this drop feels pretty manufactured. Wall Street doing its thing and taking retail money.

$Broadcom(AVGO)$ AVGO is already such a large part of my holdings that I really don't need to add any more, but given the needless drop, I just couldn't resist adding to my position. The MRVL/GOOGL deal was predicted by Hock in the last CC, so it should have already been priced into the shares. Cheers!

$Broadcom(AVGO)$  AI revenue jumped 143%, and management is already looking at $100 billion+ in AI chip revenue next year. That kind of acceleration is remarkable.

The market is offering another chance to accumulate $Broadcom(AVGO)$  at discounted prices while the fundamentals keep accelerating. This weakness likely won't last. Once the reversal starts, the move higher could be fast and powerful. Massive AI demand, exploding revenue, and strong long term tailwinds are all in place. $Broadcom(AVGO)$  looks like it's setting up for its next major leg higher.