Trade Ideas
Broadcom benefits from Google's TPU spending.
Google's $80 billion capital raise signals increased spending on TPUs, directly benefiting Broadcom as the custom ASIC supplier for Google's AI chips. Broadcom stock rose 4.7% ahead of its earnings, and the spending commitment removes uncertainty about capex cuts.
HPE networking growth powers 20% surge.
Hewlett Packard Enterprise surged 20% on strong earnings, driven by networking revenue growing 72-75%. The company is benefiting from the AI infrastructure buildout, and the networking segment is emerging as the next leg after CPU upgrades, making HPE a key beneficiary.
Credo recovers 28% on strong earnings.
Credo Technology initially fell after earnings but recovered to close up 28% as the market recognized its strong results. The company is a key player in networking and connectivity for AI data centers, and its ability to reverse the post-earnings dip shows underlying demand.
Palo Alto earnings beat boosts cybersecurity.
Palo Alto Networks reported strong earnings after the close, with the stock rising 3.8% in after-hours trading. The cybersecurity sector continues to benefit from increasing demand for security solutions as AI adoption expands, and Palo Alto's results confirm the positive trend despite earlier software weakness.
Marvell is next big AI connectivity play.
Jensen Huang called Marvell the next trillion-dollar company, highlighting its role in optical connectivity for AI data centers. Marvell's acquisition of Celestial AI and its position at the center of the shift from copper to optical interconnects will drive massive growth. The stock surged 33% on the news and has strong momentum.
Lumentum rides optical AI connectivity wave.
Lumentum is a direct beneficiary of the optical connectivity theme driven by AI data centers. The stock surged over 10% following Jensen Huang's comments about the need for optical interconnects, and the company is positioned to supply key components for the transition from copper to optics.
Corning benefits from optical fiber demand.
Corning, a leading supplier of optical fiber and glass for data centers, rose over 10% as the market repriced optical connectivity beneficiaries. The company will supply the physical layer for the expanding AI data center infrastructure.
Coherent hits highs on Nvidia investment.
Coherent, which received an equity investment from Nvidia, hit new highs as the optical connectivity theme gains traction. The company is a key supplier of photonic components for AI data centers and is benefiting from the industry shift toward optical interconnects to overcome copper limitations.
Analog chips boom from edge AI.
The shift to edge computing and AI agents is driving demand for analog semiconductors, which are needed in smaller devices and on-premise AI. Onsemi, Navitas, STMicroelectronics, and Microchip Technology are seeing revenue acceleration, with STMicro's AI-related sales doubling and Microchip guiding strong growth through 2026.
Akamai partners with Nvidia for security.
Akamai expanded its partnership with Nvidia to provide security solutions that integrate with GPU/CPU/storage without latency penalties. As AI agents and enterprise AI adoption grow, security becomes critical, and Akamai's high-speed security layer is uniquely positioned to capture demand.
Bitcoin faces downside risk to $50k.
Bitcoin has fallen below $70k, pressured by selling from Strategy (formerly MicroStrategy) and regulatory uncertainty around the Clarity bill. The speaker notes that Bitcoin's weakness often precedes equity weakness and that downside to $50k is possible, though it may be a bottoming process. Near-term risk remains elevated.
IBM leads quantum computing rally.
IBM is emerging as a leader in quantum computing, with the development of the Majorana 2 quantum chip and positive sentiment from Honeywell's Quantinuum IPO. The stock is rising on quantum momentum, and IBM's quantum roadmap positions it as a bellwether in the sector.
This 3PRO TV (삼프로TV) video, published June 02, 2026,
features Park Myung-seok
discussing AVGO, HPE, CRDO, PANW, MRVL, LITE, GLW, COHR, ON, NVTS, STM, MCHP, AKAM, BTC, IBM.
12 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Myung-seok
· Tickers:
AVGO,
HPE,
CRDO,
PANW,
MRVL,
LITE,
GLW,
COHR,
ON,
NVTS,
STM,
MCHP,
AKAM,
BTC,
IBM
