ブロードコムに関するコメント

Option positions of $メタ・プラットフォームズ(META.US)$$ウーバー・テクノロジーズ(UBER.US)$$スリーエム(MMM.US)$$ブロードコム(AVGO.US)$ all closed with profit. Now I’m in for SellPut (shortterm bullish) position with $マイクロストラテジー(MSTR.US)$ &$ビットコイン(BTC.CC)$Friday

$ブロードコム(AVGO.US)$ support at $1200 zone.

Maintain Buy on $エヌビディア(NVDA.US)$ , $ブロードコム(AVGO.US)$ , $マーベル・テクノロジー・グループ(MRVL.US)$ , $アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$ , $マイクロン テクノロジー(MU.US)$ - BofA
CQ1 reports from key US hyperscalers – Google, Microsoft and Meta -suggest meaningful upside to CY24 capex, mostly driven by buildout of AI infrastructure. We estimate CY24 global cloud capex now tracking around $220bn, up about 35% YoY or $14.5bn higher than the $205bn or...

$メタ・プラットフォームズ(META.US)$ , $アルファベット クラスA(GOOGL.US)$ & $マイクロソフト(MSFT.US)$ have confirmed that their AI capex will be reaccelerating over the next year.
This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming.
This is bullish for $エヌビディア(NVDA.US)$ , $スーパー・マイクロ・コンピューター(SMCI.US)$ , $マイクロン テクノロジー(MU.US)$ , $ブロードコム(AVGO.US)$ , $アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$ & $マーベル・テクノロジー・グループ(MRVL.US)$ 🤩

$エヌビディア(NVDA.US)$ another great stock to buy that follows nvidia movement at amplified level: $ブロードコム(AVGO.US)$

$ブロードコム(AVGO.US)$ time has a way of healing all wounds. the market is so dynamic in today's day and age and information goes around the world in a fraction of a second. everybody reacts and jumps yet they forget why they invested which was for the big picture the generational transformation change the event that is going to be larger than the industrial revolution larger than personal computing larger than interchangeable parts larger than the cell phone iPhone movement which is wrapped up int...

$ブロードコム(AVGO.US)$ strongest so far among nvda and smci, still above $1k, can it stay above?

$ブロードコム(AVGO.US)$ man should have bought puts here early seems like someone knows something puts only going up even if it gains 🤔 wonder where it will be eod

$ブロードコム(AVGO.US)$ every one of these asshole bobbleheads on TV you know the self-proclaimed experts that were banging the table two weeks ago saying that AI is the future that trillions of dollars are going to be invested in AI are now negative every one of them are now calling for a massive sell-offs the market was overpriced they're now resorting to this bullshit that we were at almost 23 multiple for the S&p and historically it trades at 18 and that's really where it needs the bottom and we...