To The Moon

$Broadcom(AVGO)$ Top of my scalping list for tomorrow. It's bouncing off the EMA200, and it rarely spends much time underneath that level. There are also a couple of overhead gaps that still need to be filled.

$Broadcom(AVGO)$ I normally step away when companies pile on big debt, but the AVGO news today made me do the opposite. I actually bought. There has to be serious demand behind a debt raise that size, though I'm just speculating.

$Broadcom(AVGO)$ Nobody raises that much without insane demand. The debt will be paid off easily. Guaranteed it will be almost like a free money loan.

$Broadcom(AVGO)$  Broadcom is reportedly helping arrange more than $60 billion of debt financing to fund AI infrastructure and chips for customers including Anthropic. The overall financing package could reportedly reach as much as $100 billion. The financing itself isn't the exciting part. What it implies about demand is. Broadcom is essentially saying there's so much demand for their AI hardware that they're willing to help solve the financing problem so customers can actually buy and deploy it. That's potentially enormous. Broadcom already has major custom-AI relationships with OpenAI, Google, Anthropic and others. The existing OpenAI agreement calls for 10 gigawatts of custom AI accelerators and networking s

$Broadcom(AVGO)$  I won't name anyone, but there were two day trader accounts that kept going after my posts. Eventually I just blocked them. Now whenever they show up, since I share a lot of posts, all they see is that they're blocked. If posting helps your day trading, there's no reason to harass the bulls who share their views. It's our own investment, so of course we're going to post from a bullish perspective.

$Broadcom(AVGO)$ Price is back near the lower end of this large weekly range and sitting right on the 50-week moving average. That's a great setup for a bullish reversal. I'd still wait for some signs of basing out here first.

$Moderna, Inc.(MRNA)$ Money is going to flow back into big tech blue chips like $NVIDIA(NVDA)$ , $Alphabet(GOOGL)$ , and $Broadcom(AVGO)$ , partly for the dividends too.

$Broadcom(AVGO)$  A side note on Cathie Wood: she holds roughly 500,000 shares, with her most recent purchase at $416 on August 10. I'd guess she'll add more at these levels, and it should show up in the disclosures.

$Apple(AAPL)$  The skeptics tend to go quiet on green days. I'm staying long either way. Some of us already understand the long-term benefits here.

$Broadcom(AVGO)$  Ignore the noise. Broadcom hasn't lost its core partnership with Google on custom AI accelerators and networking components. The contracts are still officially active through 2031, and Google is just diversifying vendors. At the same time, Broadcom's custom silicon pipeline isn't dependent on Google alone anymore. They've locked in large multi-year custom accelerator and networking commitments with other hyperscalers, including Meta across multiple generations of MTIA chips, OpenAI, and Anthropic. I'm staying long and buying the dip.