$AVGO
Broadcom IncHow his view evolved
Every substantive take he's posted on $AVGO, newest first — each labelled with the stance he expressed at the time.
- Jun 4, 2026Bullish
@lousyjets No, people are misinterpreting $AVGO CEO comments. Demand is insatiable in general, but hyperscalers don't want to be bottlenecked, so it's inevitable $GOOGL and others multi-source. Broadcom's bottom line keeps increasing, but because the pie keeps increasing, Mediatek,
View on X → - Jun 1, 2026Bullish
I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex… Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout. - $40B ATM, $30B offerings, Berkshire $10B Upstream ecosystem from $LITE to $AVGO to Mediatek to $TSM to $MU should go brrr. https://t.co/CxvctNZyMC
View on X → - Mar 28, 2026Bullish
Faster compounds: $AAOI - 10x revenue ramp from optical transcivers h2 2027 $NBIS - 10x revenue ramp Q4 2026 $ARM - 5x revenue growth from their new AI CPU $MRVL - 2-3x revenue growth from $MSFT Maia Ramp. $AVGO - Long hyperscaler ASIC $LITE - Long OCS / Google TPU Win Semi - https://t.co/e3d2EXBgir
View on X → - Mar 25, 2026Bullish
Every industry leader... Especially $AVGO (Physical Layer Products division) in this statement today. Cites Lasers as a bottleneck for semiconductors. If you aren't long... -> CW Lasers: $SIVE | $MTSI -> EML Lasers: $COHR | $LITE -> or their foundries in $TSEM/Win Semi https://t.co/U2jL4zwbtW
View on X → - Mar 7, 2026Bullish
“Google’s Data Center Buildout Could Top 1 Trillion” The implications for $1.5T+ in capex spend for the Google TPU ecosystem: From $LITE, Mediatek, $AVGO, $TSM, SK Hynix, Samsung and others are widely positive. In an interview with Forbes on AI capex spend, $GOOGL CTO stated: https://t.co/KPTrbXHQLP
View on X → - Mar 7, 2026Bullish
“Google’s Data Center Buildout Could Top 1 Trillion” The implications for $1.5T+ in capex spend for the Google TPU ecosystem: From $LITE, Mediatek, $AVGO, $TSM, SK Hynix, Samsung and others are widely positive. In an interview with Forbes on AI capex spend, $GOOGL CTO stated: https://t.co/5uETiUHRxZ
View on X → - Mar 6, 2026Bullish
@PhotonCap 전적으로 동의합니다! 시장이 CPO와 구리선 수명 연장에 대한 $AVGO CEO 발언의 미묘한 뉘앙스를 제대로 파악하지 못한 것 같습니다. 오늘은 이러한 오해로 인해 전반적으로 크게 하락한 포토닉스(광반도체) 관련주들을 줍기(매수하기)에 아주 좋은 타이밍이었습니다.
View on X → - Mar 5, 2026Bullishconviction 3/4
The entire market misunderstood $AVGO CEO’s comments around CPO. This caused a selloff today on the photonics sector from $LITE to $COHR in the morning. Markets trade off headline news but miss all the nuances. CPO is an evolution to photonics. This delay is extremely https://t.co/2LynWQcFc6
View on X → - Mar 5, 2026Bullish
@labubu_trader Yeah photonics got dumped today, had a slight drawdown too, but feel like people missed the nuance for $AVGO CPO comments. It’s actually extremely bullish for a lot of the optical transceiver names. Stuff like $AAOI sold off 9% then ended up green. Mainly cpo exposure names
View on X → - Mar 5, 2026Bullish
@MalfiusKendu Think you misunderstood, $AVGO said CPO was early. That’s different than photonics/optical transceivers as a whole. He said pluggable optical and copper will continue to dominate the market. This statement and $GOOGL rejecting CPO from the other analyst note is incredibly
View on X → - Mar 4, 2026Bullish
@JK30998937 Nah, CPO is up and coming anyway it's just slightly bearish. $NVDA is actively pursuing it even if $GOOGL doesn't. It's the equivalent of $META dropping its ASIC program and $AVGO possibly losing a customer. But Broadcom still has Google and other hyperscalers.
View on X → - Feb 17, 2026Bullish
If you're bullish on DeepSeek LLMs with Engram (v4), going long on CXL seems like a idea. - $ALAB (Leo) - $AVGO - $MRVL are your big three in the US. Especially Astera. If it becomes a new architectural paradigm, companies like Astera maybe would sell millions of net-new CXL https://t.co/TkO81n5Vyr
View on X → - Feb 17, 2026Bullish
If you're bullish on DeepSeek LLMs with Engram (v4), going long on CXL seems like a idea. - $ALAB (Leo) - $AVGO - $MRVL are your big three in the US. Especially Astera. If it becomes a new architectural paradigm, companies like Astera maybe would sell millions of net-new CXL https://t.co/WqgYd6AKl1
View on X → - Feb 17, 2026Bullish
@Ngen704 Sure, my opinion is probably bullish for CXL like $ALAB, $AVGO, $MRVL. Astera probably a good long on the drop. Memory fears are overblown. I'd assume media will try to take advantage of $NVDA PTSD for short term volatility + sensational news. If engram drops inference
View on X → - Feb 5, 2026Bullish
@SayNoToTrading $AVGO got sold off bc of their ASIC backlog but markets misunderstood how recognition timing works. $MRVL makes a tiny bit more sense bc of Microsoft reportedly had a 6M delay with their Maia asics so revenue recognition might be delayed. Obviously don’t need to time the market
View on X → - Feb 4, 2026Bullish
$GOOGL reported earnings and their CapEX spend was enormous. $175-$185 Billion vs. $120 Billion. This is bullish for AI buildout. Follow the money flow down to: - $AVGO, Mediatek, $TSM (design / foundry) - Sk hynix, Samsung, $MU, $SNDK (memory) - $ANET, $LITE, $COHR, $VRT https://t.co/2QCmwmEPXO
View on X → - Jan 24, 2026Bullish
Jan 25th Ratings. Post EU Tariffs and $INTC ER. Strong Buy: $SNAP $META Samsung Electronics SK Hynix $MU Unimicron $TSM $CRCL $AXTI $LPTH $COPX $LIT $AEHR $FORM $AMKR $AVGO $MRVL Buy: $COIN $SMCI $GOOGL $FIG $AMZN $IBIT $RDDT $TTD $HIMS $HOOD $COHR $AMBA $IREN $POET $AAOI https://t.co/vqGrBiT2Fg
View on X → - Jan 9, 2026Bullish
@jukan05 Wow that’s immediately bullish for $AVGO. Do you have the info of the v8 supply chain/bom by any chance?
View on X → - Dec 12, 2025Bullishconviction 3/4
@lesantcho9306 So my takeaway from $AVGO earnings is that it's mainly misunderstood backlog numbers. Overall thesis on AI trade from $NVDA GPU ecosystem and Mag7 ASIC ecosystem is in-tact but the market is treating it like a bubble popping + terrible miss. We're just going from AI is the
View on X → - Dec 12, 2025Bullishconviction 3/4
Broadcom [ $AVGO ] earnings results and its effect on the AI sector like $LITE and $NBIS: Broadcom's ER was "double beat" with $18.02B revenue (+28% Y/Y) and $1.95 EPS, beating consensus. But AVGO dropped -11.64% and brought down the AI sector. Is this a buying opportunity? https://t.co/UPTcRXzKaw https://t.co/sjPvXBWbH9
View on X → - Dec 12, 2025Bullish
@DigestingX I'm researching $AVGO earnings right now and ASIC demand spillover to photonics like $LITE! I wanted to add to my $LITE position since that was my lowest right now, so might be a buying opportunity as you mentioned.
View on X → - Dec 10, 2025Bullish
Post-Fed Interest Rate 25BPS cut. December 11th ratings: Strong Buy: $CRCL $COIN $AMKR $CRDO $IBIT $MSTR $AMZN $SMCI $TSM $TSSI Sk Hynix $SNAP Samsung Electronics $ALAB $META $NBIS $CIFR Buy: $KRUS $AVGO $NFLX $KRKNF $HIMS $FLY $OSS $TE $FLNC $LITE $COHR $RKLB $TTD $NVDA $CLS https://t.co/R1NMd69gG6
View on X → - Dec 5, 2025Bullishconviction 3/4
@MMerrino569447 100% $NBIS is probably the highest upside portfolio lol. That being said it's nice to have some steadier compounders like $AVGO or $TSM to track the broader sector growth so you don't get too scared on the volatility (30-40% drops and increases) like of recent.
View on X → - Dec 1, 2025Bullish
Analysis of the $GOOGL TPU v7 Ironwood Suppliers. Here's the list of what comapnies are the most materially impacted by the Google's TPU buildout. + the TPU stock I'm taking a position on. [Critical] Design/IP: - Broadcom [ $AVGO ]: co-designs and implements Google’s TPU https://t.co/mYu8ZDoiMI https://t.co/rejkkLMbgm
View on X → - Oct 4, 2025Bullish
Friday Market Close, Personal Thoughts and Explanations: Strong Buy $RDDT $SNAP $AMZN $ETOR $NBIS $LTC Buy $UPWK $MSTR $ORCL $TGT $CIFR $VIRT $CRDO $WULF $SOFI $META $AVGO $MRVL $SMCI $DELL Hold $RKLB $TSM $IREN $RR $ALAB $HOOD $FLNC $EOSE $BE $RIOT $MARA $GRAB $ASTS $NVO https://t.co/RukewpnIRv
View on X → - Sep 30, 2025Bullish
@turnandburn07 $AVGO mirrors nvda's ascent with GPUs but for custom hyperscaler ASICs. It's always hard to buy things at the top, but sometimes they keep going up. Either way, $TSM serves as the foundation for NVDA, AVGO, etc, so I like the stock the best and I'd prob buy TSM over AVGO
View on X →