Broadcom (AVGO) Seen Well Positioned as AI Spending Concerns Ease
Broadcom (AVGO) Seen Well Positioned as AI Spending Concerns Ease
3 months ago
YahooGhazal Ahmed
Broadcom Inc (AVGO)
Broadcom Inc (AVGO)
4 months ago
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Here's a clip from our Sunday call with the @PinpointTrding team heading into the week. Usually keep these to ourselves but what the hell. Great to get the team together to share ideas and get on the same page before the week begins. A deeper look at potential short term market scenarios, some ideas we're looking at and how we've been trading this environment. Finished just in time for the 2nd half 😎 $SPY $QQQ $CL_F $LITE $FSLY $AVGO $DOCN $XPO $ODFL $PL $ARM $GLD $HPE $NVDA $META $AMZN $GOOGL
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The AI chip boom is starting to look dangerous.15-16 companies are selling to each other, investing in each other, signing “strategic partnerships,” and in some cases even giving away equity just to lock in demand and keep the growth narrative alive.So I keep asking myself:How much of these massive margins are truly organic?And how much comes from an ecosystem where companies continuously recycle capital between themselves?At the same time, new architectures are emerging that could dramatically
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