$Alphabet(GOOG)$ Alphabet (GOOG) is a powerhouse in transition. Its unparalleled financial strength and cash flow provide a robust foundation for its aggressive "AI-first" bet. Early indicators from its Gemini ecosystem and cloud business are positive. However, the stock's premium valuation already prices in significant future success from these investments. The investment thesis hinges on the company's ability to convert its massive AI spending into sustained, high-margin revenue streams over the coming years.
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$NVIDIA(NVDA)$ Looking at the weekly SPY chart, we are still in the uptrend. The blues lines are the support and the volatility of the stock market are still ranging well above that, barring any unforeseen circumstances. With that the NVDA daily chart has also cleared the resistance of rainbow lines with small institutional investors accumulation (red bottom bars) and no retail investors (green bars). This is a good sign and the next few weeks are important to see if the trend can sustain for the next breakout. The past few months of sideway trend are good consolidation period to pave the way for a strong support. It will continue to hold despite the market and companies boosting their own AI chips to r
$Broadcom(AVGO)$ Broadcom (AVGO) stands out as a compelling investment for the next five years due to its pivotal role in the AI infrastructure boom. The company has transformed into a leader in custom AI accelerators (ASICs) and high-speed networking chips, powering data centers for hyperscalers like Google (with its TPUs) and others building large language models. In fiscal 2025, AI semiconductor revenue surged to about $20 billion (up 65%), representing 31% of total sales, with strong growth in Ethernet switches and XPUs. Management projects $60-90 billion in annualized AI revenue by fiscal 2027, potentially exceeding $100 billion, backed by a massive $73 billion AI backlog and multi-year contracts. Analysts forecast revenue and EBITDA CAGRs o