To The Moon

AI spending is expanding to storage,memory, infrastructure,power and beyond..... so avgo will slowly gain its momentum before it leaps

don't worry. the stock sure move up after earnings.

I’d see a weak stock reaction to another Broadcom blowout quarter as a valuation issue first, not necessarily a sign that the AI infrastructure trade is overheating. The market already expects explosive AI spending, so strong results alone may no longer surprise investors. The real test is whether Broadcom can raise future guidance, expand custom ASIC demand and show continued strength in networking. If revenue beats expectations but guidance disappoints, that would be more concerning. It could indicate hyperscalers are becoming more disciplined with CapEx. But if Broadcom keeps raising its outlook, the bigger story remains intact: AI spending is moving beyond GPUs into ASICs, networking, memory and storage. In my view, the AI trade isn’t ending—it’s broadening. The biggest risk is simply

🐯 Hi Tigers, the AI hardware trade is entering a new phase. For two years, the story was simple — more AI demand, more GPUs, $NVIDIA(NVDA)$ wins. But $NVIDIA(NVDA)$'s own numbers are starting to point somewhere else: the next wave of spending is spreading into memory, storage and networking. With $Broadcom(AVGO)$ reporting soon, this week's setup looks at where AI CapEx goes next — and why $Broadcom(AVGO)$'s report may be the real test of that shift. 📊 1. The AI Hardware Trade Is Changing For the past two years, the easiest way to trade AI hardware was simpl

🐯 Hi Tigers, the AI hardware trade is entering a new phase. For two years, the story was simple — more AI demand, more GPUs, $NVIDIA(NVDA)$ wins. But $NVIDIA(NVDA)$'s own numbers are starting to point somewhere else: the next wave of spending is spreading into memory, storage and networking. With $Broadcom(AVGO)$ reporting soon, this week's setup looks at where AI CapEx goes next — and why $Broadcom(AVGO)$'s report may be the real test of that shift. 📊 1. The AI Hardware Trade Is Changing For the past two years, the easiest way to trade AI hardware was simpl

AI spending is expanding to storage,memory, infrastructure,power and beyond..... so avgo will slowly gain its momentum before it leaps

don't worry. the stock sure move up after earnings.

I’d see a weak stock reaction to another Broadcom blowout quarter as a valuation issue first, not necessarily a sign that the AI infrastructure trade is overheating. The market already expects explosive AI spending, so strong results alone may no longer surprise investors. The real test is whether Broadcom can raise future guidance, expand custom ASIC demand and show continued strength in networking. If revenue beats expectations but guidance disappoints, that would be more concerning. It could indicate hyperscalers are becoming more disciplined with CapEx. But if Broadcom keeps raising its outlook, the bigger story remains intact: AI spending is moving beyond GPUs into ASICs, networking, memory and storage. In my view, the AI trade isn’t ending—it’s broadening. The biggest risk is simply