To The Moon

$Moderna, Inc.(MRNA)$ 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.

$Broadcom(AVGO)$  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.

$Broadcom(AVGO)$ No real resistance here. 370 on deck before end of day. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Broadcom(AVGO)$  Marvell and others only win custom AI business because Broadcom passes on the smaller opportunities. Broadcom already has more than enough, and more than it estimated. So when tech-ignorant money managers claim Broadcom is losing business just because Marvell picked some up, those are pretty uninformed takes.