To The Moon

$Broadcom(AVGO)$  We're just at the beginning of the AI infrastructure build-out, and significant spending is likely to continue for another five to six years. I'm loading up on chips. As for SpaceX, I'm pretty sure it will drop as quickly as it's going up. Meanwhile, AVGO looks like a bargain after the pullback, with a forward P/E of only 22. For a hyper-growth company, that's dirt cheap.

$Broadcom(AVGO)$ Now we're at a forward PE of 24, while historically it's been 40+. That's the bargain of the century. Chip demand is insane, and we'll be smashing the 600-700 mark by year-end. Solid buy case, and the average analyst rating here is 500+.

$Broadcom(AVGO)$ I'm just here picking up more shares.

$Broadcom(AVGO)$ It's not even logical anymore. Every time analysts raise their price target, the stock drops. What if they lower it—will it actually perform then? The average PT is $540, by the way, and the highest is $650.

$Broadcom(AVGO)$ All the gains from yesterday are gone, hope it recovers soon.

$SpaceX(SPCX)$ Closing between 180 and 190 today seems possible. Seeing it happen with $Advanced Micro Devices(AMD)$  and AVGO.

$Broadcom(AVGO)$ Patience should pay off here. The stock is likely to move higher relatively soon.

$Broadcom(AVGO)$ AVGO is going to take some time to recover; the drop was due to sky-high analyst price targets. Their fundamentals are solid, and more revenue is projected for Q3. As of right now, it feels heavily manipulated. Good luck to AVGO longs—in my opinion, we're headed for 500 by December. Tech usually does well from October to December.

$Broadcom(AVGO)$ Broadcom is paying off $2.5B in bonds early. They're using strong cash flow for the buyback. This lowers future interest expenses, cleans up the balance sheet, and shows real financial strength. The cash is coming from their AI business, which grew 143% last quarter to $10.8B.

$POET Technologies Inc(POET)$ $Broadcom(AVGO)$  Broadcom is the leader in the high-end silicon networking space. POET Technologies is my high-risk, high-reward bet on optical interconnects. If POET scales, the upside could be geometric. I'm keeping a close watch.