Thoughts

Bloodbath or recovery…….

Have we forgotten what we are doing here?

A lot of people have forgotten the main reason of this app, investment. Investment goes up and down and we’re in it for the long haul, if you want quick gains go to a casino. I’m seeing people panic and asking if they should sell, simple answer is no, I wish I had money to invest at these prices, in a few weeks/months/years none of this will matter Also to the people talking about “AI bubble” no such thing, AI will only keep advancing over time, it wont stop just because of a crash.

Will the Americans ruin it for us?

American open is soon, whole week is determined by today, will the Americans sabotage the recovery?

Moment of truth is nearly upon us.

Lets see if on US open we blow through 400 or sink. Have a feeling this initial move will map up the whole week. As always just my thoughts and not advice of any shape or form 😉

The only way is back up

Bank of America resets Broadcom stock price target after earnings - TheStreet https://share.google/jMPKifMo87JJzy6dx

Predictions for Monday?

Could be a Moonshot Monday or a bloodbath one, what is everyone thinking?

Out of curiosity whats everyone’s average?

50 @ 415.8 here Thinking of adding another 50 if it drops down to 300.

My analysis

Whole market has reacted to Broadcom’s earnings, and is causing every AI/software stock to drop massively, SpaceX IPO isn’t helping either, but my personal opinion is that SpaceX IPO isn’t everything it seems to be, people are jumping on it expecting big profits, but eventually the big players run back to Tech/AI stocks, bear in mind SpaceX will need AI. Remember it’s not a loss until you sell.

I can visualise everything coming back to normal in a week or two

Relax guys, in order for everything to come up again Broadcom will have to come up first, I just wish I had money to buy it this low, everyone will be laughing soon, you heard it here first,

Zoom out!!

Don't be a crybaby just zoom out and look at the bigger picture!!! Pullbacks are healthy 👍

An interesting point; to not panic

Since 2009, Broadcom has had 39 one-day drops of 6% or more, according to Yahoo Finance analysis. The stock was higher one month later nearly 80% of the time, higher three months later nearly 90% of the time, and higher one year later in all but one case. Median returns after 6%-plus one-day drops beat AVGO typical path, but the range of outcomes stayed wide. Median returns after 6%-plus one-day drops beat AVGO's typical path. · Yahoo Finance analysis The median returns also favored dip buyers. After those big one-day drops, Broadcom's median return was about 8% after one month, 20% after three months, 35% after six months, and 61% after one year. >> after those drops.

I guess we're going down again... 😡.

I guess we're going down again... 😡.

AI isnt going to stop, AI Is moving forward 📈📈📈📈.

AI isn’t going to stop; AI is moving forward. Too much money and effort is at stake, and the battle between the U.S. and China is massive. The U.S. cannot afford to lose this battle. That is why it will always support large companies like Broadcom and their affiliates... Mag 7, Anthropic, OpenAI, Oracle...

Anthropic, Google,Meta, Nvidia, Oracle, Mistral AI, Microsoft , APPLE , AWS ... big contracts for Broadcom.

Just for those who don't know, Broadcom is a top supplier for Anthropic, Google, Nvidia... and others... 😃🤟 The Hardware: Broadcom will develop and supply custom TPUs and hardware components (like server racks) for Google, which Anthropic will use to train and run its AI models. Network World The Timeline: The massive 3.5 gigawatt capacity is slated to come online in 2027. Network World Strategic Motivation: As Anthropic's revenue run-rate has grown to over $30 billion, the startup is bypassing traditional cloud intermediaries to lock in vertical supply lines, ensuring they can support exponential growth in their worldwide customer base.

Rare Opportunity

-15% post earnings only usually happens after major disappointment. The way I see it, this is the result of an overall market selloff combined with sell the news strategy resulting in a great buy opportunity, should you have the liquid and belief that the company is great.