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Catch up fast:These events rocked the markets today.
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CEO Hock Tan added fuel by saying fiscal 2026 AI revenue will be “significantly” higher than expected, thanks to a new customer with major orders. That’s big news in a space long dominated by Nvidia $NVIDIA Corp(NVDA)$ , and the stock popped nearly 6% after-hours.
I’m bullish here — Broadcom’s mix of networking gear, custom AI chips, and software makes it a balanced AI play. With Tan staying as CEO until at least 2030, the leadership stability gives me confidence. For me, Broadcom is more than an earnings trade — it’s a long-term conviction in AI infrastructure. 🚀
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The most heartbreaking? Those who thought gold’s run would pause for breath, only to watch it sprint a marathon instead. Lesson learned: the market doesn’t care about your stop-loss level; it just sees it as a convenient snack.
Battle lesson of the week: in volatile markets, humility is the best hedge. That, and maybe a stress ball.