To The Moon

$Broadcom(AVGO)$  Broadcom is projecting AI semiconductor revenue of $115 billion in fiscal 2027, doubling to $230 billion in fiscal 2028. At current levels this still looks cheap, so I'm adding to my position in a meaningful way.

$Broadcom(AVGO)$  Last quarter when META reported earnings, the stock dropped on higher capex while AVGO moved up. If someone still bought puts after META was already down for 5 days, that trade doesn't make much sense to me.

$Broadcom(AVGO)$  A forward PE of 18? This looks like an absolute bargain. One of the better semiconductor companies out there, in my view.

$Micron Technology(MU)$ $Broadcom(AVGO)$ Face rippers at the open. The puts bought Friday will start unwinding right at the open. Short shares getting repurchased could keep pushing bids higher through the day. I'm holding my calls until the end of the day based on this price action.

$Broadcom(AVGO)$ After five straight down days, the less experienced crowd went and bought puts again. Hock is probably laughing at the bears right now.

$Broadcom(AVGO)$ Buyers seem to be stepping in near the lower part of the recent range in a fairly methodical way, which does look somewhat encouraging.

$Broadcom(AVGO)$ I think this could bounce pretty hard this week ahead of earnings from all the tech companies investing in AI.

$Broadcom(AVGO)$  New people checking out the board and unusual activity for a weekend. Spartan, I see you. People looking for deals after that crazy sell off on tech names.

$Broadcom(AVGO)$ I am now confident there are at least 8 real AVGO bulls holding things down here. It does feel like there are a lot of bots around. That is 8 of us against what looks like an army of bears, bots, and professional FUD spreaders.

$SUPER MICRO COMPUTER INC(SMCI)$ A friend high up at Dell mentioned they are losing deals to Super Micro on price. Dell is still the 800lb gorilla, but they have been raising prices dramatically. Similar situation with $Broadcom(AVGO)$ , where customers are getting squeezed on VMware pricing. People can't switch to $Nutanix Inc.(NTNX)$  fast enough.