• SXZX2026SXZX2026
      ·04-13 13:19
      TSMC posted strong result? AI rally sustainable?
      8Comment
      Report
    • CardinalSinsCardinalSins
      ·04-10
      $NVDA$  niceeeee to the moon I wanna earn more coins
      77Comment
      Report
    • xc__xc__
      ·04-10

      Broadcom & Alphabet Ignite on TPU Mega-Deal: Cloud Revenue Rocket Ready to Blast Off or Hype Hangover Ahead? 😱💰

      $Broadcom(AVGO)$ $Alphabet(GOOG)$ Broadcom just exploded higher after locking in multi-year TPU procurement agreements with Google and Anthropic, supercharging long-term AI chip revenue visibility and giving investors a clear runway for sustained growth in custom silicon. Alphabet followed suit with a solid 3.56% pop to $314.74, riding the broader market rebound while its previously announced TPU supply pact with Broadcom reinforces its AI infrastructure dominance and Cloud strategy edge. This convergence of deals isn't just headline noise — it's a signal that hyperscalers are doubling down on in-house acceleration to cut costs 30% and slash latency for massive model training, potentially unlocking billio
      513Comment
      Report
      Broadcom & Alphabet Ignite on TPU Mega-Deal: Cloud Revenue Rocket Ready to Blast Off or Hype Hangover Ahead? 😱💰
    • Maverick OptionsMaverick Options
      ·04-09

      Retail Investors Unconvinced: A Mass Exodus Amid Ceasefire Optimism

      1. Retail investors are rewriting their own story Over the past year, U.S. retail investors have followed a virtually unchanging rule of thumb: buy on dips. However, the latest Retail Radar report released by JPMorgan on April 8 reveals a fundamental shift—retail investors have switched from a "buy on dips" strategy to a defensive stance of "sell on rallies and wait on dips". This is not a one-day anomaly, but a new behavioral pattern that has solidified over the past month. On a "bullish" trading day when oil prices recorded their largest single-day drop since 2020 and the VIX fell below 20, retail capital inflows not only failed to increase but remained at extremely low levels throughout the day—overall activity was at just the 1.2th percentile of the past year. A group that once reflexi
      8.93K3
      Report
      Retail Investors Unconvinced: A Mass Exodus Amid Ceasefire Optimism
    • nerdbull1669nerdbull1669
      ·04-07

      Nvidia Not Losing Simply No Longer The Only Player AVGO

      $Broadcom(AVGO)$’s success in securing the Google TPU (Tensor Processing Unit) v7 deal certainly shifts the competitive landscape, but it doesn't signal an immediate "loss" for $NVIDIA(NVDA)$. Instead, it defines a clear split in the market: Custom ASICs (Application-Specific Integrated Circuits) for efficiency versus General-Purpose GPUs for cutting-edge performance. As of early 2026, here is how the competition is playing out between Broadcom-backed custom silicon and Nvidia's ecosystem. 1. The Broadcom Threat: Cost and Inference Efficiency Broadcom is helping "Hyperscalers" ( $Alphabet(GOOGL)$ Google, $Meta Platforms, In
      10.81K1
      Report
      Nvidia Not Losing Simply No Longer The Only Player AVGO
    • ShayBoloorShayBoloor
      ·04-07

      AI Giants: What's the Next Stage?

      Hello everyone! Today i want to share some trading ideas with you! 1 $Broadcom(AVGO)$ signed a long-term deal with $Alphabet(GOOGL)$ to develop future TPUs and supply networking and other components for Google’s next-gen AI racks through 2031. Broadcom also said Anthropic will gain access to about 3.5 GW of TPU compute starting in 2027. 2 Peter Beck’s annual letter makes it clear that $Rocket Lab USA, Inc.(RKLB)$ is evolving into a broader space infrastructure platform with growing backlog, deeper defense exposure & multiple growth engines. Rocket Lab is entering 2026 with real momentum behind Neutron, deeper n
      603Comment
      Report
      AI Giants: What's the Next Stage?
    • lumeowlumeow
      ·04-07
      649Comment
      Report
    • tanks77tanks77
      ·04-06
      $Broadcom(AVGO)$  sbjl all way down pre market lol
      421Comment
      Report
    • Rich lifeRich life
      ·04-05
      316Comment
      Report
    • Michael EstherMichael Esther
      ·04-05

      19 stocks I like most into April weakness

      19 stocks I like most into April weakness. 99% chance $SPDR S&P 500 ETF Trust(SPY)$ bottomed BEFORE US-IRAN war ends. So these are undervalued: 1. $Coinbase Global, Inc.(COIN)$ $429.54 → ~$160 (-63%) Buy: $140–170 Crypto beta + institutional adoption rising 2. $Robinhood(HOOD)$ $153.86 → ~$75 (-51%) Buy: $65–85 Retail trading + crypto cycle leverage 3. $SoFi Technologies Inc.(SOFI)$ $32.73 → ~$14.93 (-55%) Buy: $13-$15 Fintech scale + profitability inflection 4. $SanDisk Corp.(SNDK)$ $777 → ~$650 (-16%) Buy: $600–650 AI storage demand + pricing power 5.
      7.11K6
      Report
      19 stocks I like most into April weakness
    • nerdbull1669nerdbull1669
      ·04-04

      Mag7 "Tech Fatigue" Not Necessarily "Tech Winter" More Likely "Tech Recalibration"

      It is understandable to feel some "tech fatigue" right now. Seeing the market leaders—the engines that drove 2025 — suddenly stalling while geopolitical headlines dominate the ticker is enough to make any investor second-guess their thesis. However, based on current market behavior in early April 2026, we are not necessarily looking at a "tech winter" so much as a tech recalibration. Here is the breakdown of how the Mag 7 trend is likely to play out through the end of Q2 and what it means for your portfolio. The Geopolitical "Tax": Iran and the Strait of Hormuz The volatility you’re seeing is largely a "geopolitical premium" being priced in. The Energy Link: With the conflict in Iran threatening the Strait of Hormuz, energy prices are spiking. For the Mag 7, this is not just about fuel — i
      1.20K4
      Report
      Mag7 "Tech Fatigue" Not Necessarily "Tech Winter" More Likely "Tech Recalibration"
    • ARKK Investment TrackerARKK Investment Tracker
      ·04-03
      ARKK Investment Tracker position change: Decreased position in Broadcom by 315 shares, the number of shares held decreased 0.17% compared to the previous period and now represents 1.02% of the total position.
      553Comment
      Report
    • SXZX2026SXZX2026
      ·04-13 13:19
      TSMC posted strong result? AI rally sustainable?
      8Comment
      Report
    • xc__xc__
      ·04-10

      Broadcom & Alphabet Ignite on TPU Mega-Deal: Cloud Revenue Rocket Ready to Blast Off or Hype Hangover Ahead? 😱💰

      $Broadcom(AVGO)$ $Alphabet(GOOG)$ Broadcom just exploded higher after locking in multi-year TPU procurement agreements with Google and Anthropic, supercharging long-term AI chip revenue visibility and giving investors a clear runway for sustained growth in custom silicon. Alphabet followed suit with a solid 3.56% pop to $314.74, riding the broader market rebound while its previously announced TPU supply pact with Broadcom reinforces its AI infrastructure dominance and Cloud strategy edge. This convergence of deals isn't just headline noise — it's a signal that hyperscalers are doubling down on in-house acceleration to cut costs 30% and slash latency for massive model training, potentially unlocking billio
      513Comment
      Report
      Broadcom & Alphabet Ignite on TPU Mega-Deal: Cloud Revenue Rocket Ready to Blast Off or Hype Hangover Ahead? 😱💰
    • Maverick OptionsMaverick Options
      ·04-09

      Retail Investors Unconvinced: A Mass Exodus Amid Ceasefire Optimism

      1. Retail investors are rewriting their own story Over the past year, U.S. retail investors have followed a virtually unchanging rule of thumb: buy on dips. However, the latest Retail Radar report released by JPMorgan on April 8 reveals a fundamental shift—retail investors have switched from a "buy on dips" strategy to a defensive stance of "sell on rallies and wait on dips". This is not a one-day anomaly, but a new behavioral pattern that has solidified over the past month. On a "bullish" trading day when oil prices recorded their largest single-day drop since 2020 and the VIX fell below 20, retail capital inflows not only failed to increase but remained at extremely low levels throughout the day—overall activity was at just the 1.2th percentile of the past year. A group that once reflexi
      8.93K3
      Report
      Retail Investors Unconvinced: A Mass Exodus Amid Ceasefire Optimism
    • CardinalSinsCardinalSins
      ·04-10
      $NVDA$  niceeeee to the moon I wanna earn more coins
      77Comment
      Report
    • nerdbull1669nerdbull1669
      ·04-07

      Nvidia Not Losing Simply No Longer The Only Player AVGO

      $Broadcom(AVGO)$’s success in securing the Google TPU (Tensor Processing Unit) v7 deal certainly shifts the competitive landscape, but it doesn't signal an immediate "loss" for $NVIDIA(NVDA)$. Instead, it defines a clear split in the market: Custom ASICs (Application-Specific Integrated Circuits) for efficiency versus General-Purpose GPUs for cutting-edge performance. As of early 2026, here is how the competition is playing out between Broadcom-backed custom silicon and Nvidia's ecosystem. 1. The Broadcom Threat: Cost and Inference Efficiency Broadcom is helping "Hyperscalers" ( $Alphabet(GOOGL)$ Google, $Meta Platforms, In
      10.81K1
      Report
      Nvidia Not Losing Simply No Longer The Only Player AVGO
    • ShayBoloorShayBoloor
      ·04-07

      AI Giants: What's the Next Stage?

      Hello everyone! Today i want to share some trading ideas with you! 1 $Broadcom(AVGO)$ signed a long-term deal with $Alphabet(GOOGL)$ to develop future TPUs and supply networking and other components for Google’s next-gen AI racks through 2031. Broadcom also said Anthropic will gain access to about 3.5 GW of TPU compute starting in 2027. 2 Peter Beck’s annual letter makes it clear that $Rocket Lab USA, Inc.(RKLB)$ is evolving into a broader space infrastructure platform with growing backlog, deeper defense exposure & multiple growth engines. Rocket Lab is entering 2026 with real momentum behind Neutron, deeper n
      603Comment
      Report
      AI Giants: What's the Next Stage?
    • Michael EstherMichael Esther
      ·04-05

      19 stocks I like most into April weakness

      19 stocks I like most into April weakness. 99% chance $SPDR S&P 500 ETF Trust(SPY)$ bottomed BEFORE US-IRAN war ends. So these are undervalued: 1. $Coinbase Global, Inc.(COIN)$ $429.54 → ~$160 (-63%) Buy: $140–170 Crypto beta + institutional adoption rising 2. $Robinhood(HOOD)$ $153.86 → ~$75 (-51%) Buy: $65–85 Retail trading + crypto cycle leverage 3. $SoFi Technologies Inc.(SOFI)$ $32.73 → ~$14.93 (-55%) Buy: $13-$15 Fintech scale + profitability inflection 4. $SanDisk Corp.(SNDK)$ $777 → ~$650 (-16%) Buy: $600–650 AI storage demand + pricing power 5.
      7.11K6
      Report
      19 stocks I like most into April weakness
    • nerdbull1669nerdbull1669
      ·04-04

      Mag7 "Tech Fatigue" Not Necessarily "Tech Winter" More Likely "Tech Recalibration"

      It is understandable to feel some "tech fatigue" right now. Seeing the market leaders—the engines that drove 2025 — suddenly stalling while geopolitical headlines dominate the ticker is enough to make any investor second-guess their thesis. However, based on current market behavior in early April 2026, we are not necessarily looking at a "tech winter" so much as a tech recalibration. Here is the breakdown of how the Mag 7 trend is likely to play out through the end of Q2 and what it means for your portfolio. The Geopolitical "Tax": Iran and the Strait of Hormuz The volatility you’re seeing is largely a "geopolitical premium" being priced in. The Energy Link: With the conflict in Iran threatening the Strait of Hormuz, energy prices are spiking. For the Mag 7, this is not just about fuel — i
      1.20K4
      Report
      Mag7 "Tech Fatigue" Not Necessarily "Tech Winter" More Likely "Tech Recalibration"
    • lumeowlumeow
      ·04-07
      649Comment
      Report
    • tanks77tanks77
      ·04-06
      $Broadcom(AVGO)$  sbjl all way down pre market lol
      421Comment
      Report
    • Rich lifeRich life
      ·04-05
      316Comment
      Report
    • ARKK Investment TrackerARKK Investment Tracker
      ·04-03
      ARKK Investment Tracker position change: Decreased position in Broadcom by 315 shares, the number of shares held decreased 0.17% compared to the previous period and now represents 1.02% of the total position.
      553Comment
      Report