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Лента
13:11
02 сен
02 сен
Sam Altman's remarks on OpenAI's compute profitability and skepticism of neoclouds are.
Sam Altman's remarks on OpenAI's compute profitability and skepticism of neoclouds are summarized as industry context, with tickers listed as read-through beneficiaries rather than explicit positions.
12:16
02 сен
02 сен
Broadcom set for strong AI-driven results.
Broadcom is expected to report a positive outlook with full-year revenue above $100 billion; strong Nvidia 12-18 month demand may extend to Broadcom's semiconductor offerings, supporting upside.
Сред.
10:53
02 сен
02 сен
Supply-chain and timeline commentary on Marvell's SiPH/CPO plans.
Supply-chain and timeline commentary on Marvell's SiPH/CPO plans, with Europe/Japan sourcing noted as factual observations and no explicit positions taken by the author.
10:00
02 сен
02 сен
Broadcom (AVGO) has an upcoming earnings report, but the broader semiconductor sector is currently crashing. Historical price action and current market conditions suggest that even a strong earnings beat will be sold off by the market. Short or avoid AVGO into earnings, as the market is punishing tech regardless of fundamental performance. AVGO could provide guidance so overwhelmingly positive that it defies the broader market drag.
Низ.
10:00
02 сен
02 сен
Broadcom earnings positive but limited catalyst.
The halted Nvidia-linked chip collateral financing is not a fundamental negative for Nvidia or Broadcom. It is better read as a window into how financial capital flows through the AI value chain. If AI remains a non-bubble, manufacturing/IT innovation plus bank and SPC financing can keep expansion smooth, but if underwriting missteps reveal AI bubble pockets, financing will become more conservative and raise AI commercialization costs.
Сред.
23:22
01 сен
01 сен
AVGO read-through beneficiary, no position.
Watch AVGO. Positive read-through from Credo for switch silicon and custom AI connectivity. Research note, not an author position.
Сред.
23:14
01 сен
01 сен
Evercore sees $50B DCI/scale TAM by 2030
Evercore ISI projects combined DCI and scale-across TAM surpassing $50B by 2030; LITE, COHR, MRVL, AVGO named as exposed tickers with no explicit directional view from the speaker.
Низ.
22:34
01 сен
01 сен
Broadcom watch AI networking infrastructure
Broadcom benefits from AI networking infrastructure and optical connectivity demand as network bandwidth scales. Research basket framing with no author ownership language.
Сред.
22:34
01 сен
01 сен
"Dell infrastructure cycle lifts networking suppliers"
Networking and optical exposure benefits from Dell's expansion into broader infrastructure; watch as indirect beneficiary of capex cycle.
Сред.
22:13
01 сен
01 сен
Broadcom is key AI infrastructure report.
Broadcom reports Wednesday as the last of the giant tech reports; analysts expect around 92% year-over-year growth in AI ASIC and networking demand, making it an important read on the AI infrastructure trade.
Сред.
21:37
01 сен
01 сен
Broadcom earnings can spark rebound.
Broadcom earnings are the next major catalyst for semiconductors. If Broadcom's conservative CEO presents an even stronger picture than expected, it can support a rebound in AI-related semiconductor names.
Сред.
20:00
01 сен
01 сен
Broadcom (AVGO) reported a significant earnings beat and raised guidance. In a choppy, macro-driven market, capital rotates into mega-cap tech stocks that prove fundamental strength and forward growth. Long AVGO to capture post-earnings momentum, with a community price target of $410 by the end of the week. The broader market selloff (QQQ dumping due to geopolitical news) could drag down even strong earnings winners.
Низ.
18:51
01 сен
01 сен
Scale-out CPO switch content around $8,000
Details per-switch FAU and ELSFP content values in a scale-out CPO switch; lists NVDA, AVGO, FN, MRVL, COHR, LITE without committing to a directional view.
Сред.
15:40
01 сен
01 сен
Author argues AI infrastructure selloff is overdone because token demand doubled in a month.
Author argues AI infrastructure selloff is overdone because token demand doubled in a month, implying every token needs GPUs, interconnect, power, and memory, framing the crash as a buying opportunity without explicit positions.
12:58
01 сен
01 сен
AI spending cycle is still early innings
The economy is growing above trend because the AI boom is driving activity, and confirmation from NVIDIA last week plus upcoming Broadcom results show the AI spending cycle is still in the early innings; strong earnings should continue into year-end.
Выс.
12:26
01 сен
01 сен
Сред.
12:10
01 сен
01 сен
Lynx Equity grows more bullish on Nvidia following its $3.5 billion investment in MediaTek.
Lynx Equity grows more bullish on Nvidia following its $3.5 billion investment in MediaTek, expecting momentum into 2027 while rivals face supply constraints.
11:08
01 сен
01 сен
Broadcom earnings plus weak jobs could lift.
Broadcom's earnings and U.S. employment data are the key near-term market triggers; if Broadcom reports strong results and jobs data weakens enough to lower rate-hike odds, the combination could lift the market. Broadcom matters more than Nvidia for Korean semis because as an ASIC leader its strength could revive Samsung HBM expectations.
Сред.
10:00
01 сен
01 сен
Geopolitical tensions are escalating (USA/Iran conflict, tariffs) right before AVGO earnings. Semiconductor and tech hardware stocks are highly sensitive to global supply chain disruptions and geopolitical fears. Short or avoid AVGO heading into its earnings print due to macro headwinds. The market has a habit of ignoring macro news and buying tech dips.
Низ.
08:30
01 сен
01 сен
Author shares a broad supply-chain and industry research roundup across semiconductors, memory.
Author shares a broad supply-chain and industry research roundup across semiconductors, memory, packaging, and AI infrastructure, treating all mentions as factual watchlist items rather than personal positions or trade calls.
07:59
01 сен
01 сен
Broadcom earnings may trigger semiconductor upside
Strong Broadcom earnings and guidance, combined with softer US employment data, could be a more powerful near-term catalyst than Nvidia-style results. That combination could revive AI/semiconductor sentiment and Samsung HBM expectations.
Сред.
04:16
01 сен
01 сен
Richard Ho gives a 'big shout out to our partners, Broadcom and Celestica' as key partners for delivering Jalapeno, and Q&A confirms existing interface IP comes from Broadcom's ecosystem — pointing to
Richard Ho gives a 'big shout out to our partners, Broadcom and Celestica' as key partners for delivering Jalapeno, and Q&A confirms existing interface IP comes from Broadcom's ecosystem — pointing to Broadcom's continued role in custom AI silicon design and networking IP.
Risk: Custom ASIC revenue is lumpy and tied to OpenAI's program timing; competition from other ASIC design houses and potential in-house expansion could limit Broadcom's capture.
03:00
01 сен
01 сен
Broadcom custom AI demand stronger than feared.
Broadcom's earnings should be good; valuation is not the main issue. New product news, guidance and customer commentary could come out better than expected. Fears that Google orders shift to Marvell are overblown because Broadcom is core to custom AI silicon, and substrate capacity expansion for both Nvidia and ASIC customers signals stronger custom AI demand.
Выс.
02:39
01 сен
01 сен
AI compute growth supports AVGO; watch
Broadcom benefits from rising accelerator demand and networking infrastructure implied by Zhipu's inference scale-up. Research read-through, no ownership language, so watch.
Сред.
01:07
01 сен
01 сен
The tweet shares Eugene Securities' major ASIC XPU roadmap.
The tweet shares Eugene Securities' major ASIC XPU roadmap, listing key tech names as read-through beneficiaries without any explicit author position or directional call.
Низ.
00:52
01 сен
01 сен
Broadcom remains the dominant player in AI ASICs.
Broadcom is expected to post strong earnings. Despite valuation concerns and rumors of losing Google's custom chip business to Marvell, Broadcom remains the core of AI ASIC chips, supported by strong substrate orders from its supply chain.
Выс.
22:43
31 авг
31 авг
The author maps the AI infrastructure value chain from GPUs to power and optics.
The author maps the AI infrastructure value chain from GPUs to power and optics, but frames it as a research overview rather than stating any personal positions or forward calls.
22:37
31 авг
31 авг
The author presents current PEG multiples for major tech names as factual data points without.
The author presents current PEG multiples for major tech names as factual data points without expressing any directional position or trade idea.
Низ.
20:00
31 авг
31 авг
A highly upvoted comment suggests buying AVGO weekly calls at the $400 strike. Weekly OTM call buying signals an expectation of a sharp near-term upward move. The community is expressing a short-term bullish options view on AVGO. Single-comment idea, no fundamental catalyst cited, and weekly expiry brings high theta/decay risk.
Низ.
19:20
31 авг
31 авг
MediaTek may overtake Broadcom in Google TPU
JPM projects MediaTek's Zebrafish chips will outpace Broadcom's Sunfish by 2027, suggesting potential Google TPU share shift away from AVGO; speaker reports the research without committing direction.
Сред.
Об аналитическом покрытии AVGO
Buzzberg отслеживает AVGO (Broadcom Inc.) в 131 источниках. Бычьих сигналов: 242, медвежьих: 14, от 222 аналитиков. Сентимент преимущественно бычий (21%). Всего отслеживается 1085 торговых идей. За последние 7 дней: бычьих: 17, медвежьих: 2, наблюдение: 53. Последние спикеры: pequityresearch, Matt, aleabitoreddit.