$Broadcom(AVGO)$ It would be nice to see at least one day where we gap up 10% to catch up with the other semiconductors that ran up 20%+ over the past month while this one stayed red the entire time.
$Amazon.com(AMZN)$ Anyone else checking out smaller AI names too? $Ruanyun Edai Technology Inc.(RYET)$ showing H1 FY2026 revenue of about $0.37M is what got my attention. Still small, still risky, but it's definitely more interesting now. Anyone else watching?
$Broadcom(AVGO)$ Anthropic is expected to become Broadcom's largest compute customer in 2027. Broadcom projects AI semiconductor revenue of about $115 billion in fiscal 2027 and $230 billion in fiscal 2028. I'm long AVGO.
$Broadcom(AVGO)$ I'm down $50/share. P/E is only 44. The company keeps beating revenue and earnings estimates quarter after quarter. Something feels off when big money and market makers keep driving this company down while financial media keeps talking it up.
$Broadcom(AVGO)$ I've traded in and out of this stock a few times since June, and I started a new position recently. If it can reclaim the 20-day moving average, I think there's upside from here.
$Broadcom(AVGO)$ I bought this stock for the first time before the last earnings report, and I've been stuck since last month. It hasn't moved anywhere except down. Meanwhile Nvidia at least pushed to an all-time high in May, but this one just keeps sliding. The chart looks like it's mirroring Google's chart, maybe because Google is its biggest customer. I hope it recovers.
This company has been in development for a while now, and there's clearly a use case with its AI platform around large ships, shipments, and vessels, plus ocean-related needs. They're located in the northwestern part of the United States, and could potentially be linked up with $Amazon.com(AMZN)$ since both are in Washington state. I'm thinking with some optimism here because of the homeland security deal. It could end up being much more than 29 million as they introduce and leverage their new capabilities over time. My price target for $Airship AI(AISP)$ is back to $5 easily. Given the volume and the price jump, by December it could look very different.
$Broadcom(AVGO)$ Anthropic's IPO filing notes that certain payment or performance defaults could make a substantial portion of its lease obligations immediately due, while limiting its ability to use the $42 billion financing facility to cover those payments.