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老鼠林
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vincentheng8
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05-25
$Meta Platforms, Inc.(META)$ accumulate under 600 wait till meta start to unlock its value in ai when meta start to charge ai u can see it become 700 then 800 then 900 then 1k!!!
$Meta Platforms, Inc.(META)$ accumulate under 600 wait till meta start to unlock its value in ai when meta start to charge ai u can see it become 7...
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dnp
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Orange Peel 细水長流
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Mineminemineallmine
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Muppy
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05-25
$Broadcom(AVGO)$ **Broadcom (AVGO)** stands out as a compelling investment due to its dominant position in the AI infrastructure boom and diversified high-margin businesses. The company has delivered explosive growth, with Q1 FY2026 revenue reaching a record **$19.3 billion** (+29% YoY) and AI semiconductor revenue hitting **$8.4 billion** (+106% YoY), driven by custom AI accelerators and AI networking solutions. Management guided Q2 revenue to ~$22 billion (+47% YoY), with AI momentum accelerating. A substantial AI order backlog (reported around $70B+) and partnerships with hyperscalers like Google, Meta, Anthropic, and OpenAI provide multi-year visibility. The 2023 VMware acquisition adds stability through high-margin, recurring infrastructure
$Broadcom(AVGO)$ **Broadcom (AVGO)** stands out as a compelling investment due to its dominant position in the AI infrastructure boom and diversifi...
TOPIrisJack: AI backlog is huge, but that VMware mix is the real glue. Anyone else holding chip names through this premium valuation?
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