To The Moon

$Broadcom(AVGO)$  Excited to pick up some more cheap dividend shares at close today.

$Broadcom(AVGO)$ Back to $372.45, reclaiming ground. Massive Q2 revenue beat at $22.2B, up 47.87% YoY. The market seems to be looking past the short-term post-earnings dip, with Q3 AI chip growth guided over 200% YoY. The OpenAI custom processor partnership is acting as a catalyst. Median street target sits at $525.00.

$Broadcom(AVGO)$ The current price is only $210 below JPMorgan's $580 price target.

$Celestica(CLS)$ $Broadcom(AVGO)$  $Taiwan Semiconductor Manufacturing(TSM)$ Datacenter spending is tilting towards inference and the pursuit of cost-effective ASICs. I have strong conviction heading into the Q2 earnings report, especially as more visibility for 2027 gets disclosed.

$Broadcom(AVGO)$ The chart setup and fundamental macro drivers are aligning clearly. Current structural patterns suggest that the overarching technical trend of this key market leader will appear highly obvious in hindsight once the next major extension plays out. Keeping a close watch.

$Broadcom(AVGO)$  Opportunity presents after a month of red immediately after great earnings. Over $62B in annual revenue, $26B EBITDA, massive free cash flow. AI revenue is growing triple digits. Custom AI accelerators, networking, plus VMware equals one of the strongest AI infrastructure plays. The long-term thesis remains intact. Seize the opportunity, of course, after you do your own DD.

$Broadcom(AVGO)$ I'm not going to sell any AVGO shares here to chase something else. I've got some stocks that are really running, so even though this one is consolidating, it will resume its uptrend. AVGO seems to be a very trusted name in its industry. Give it time.

These are the AI infrastructure stocks I'm watching for the second half of the year: $Broadcom(AVGO)$ , $Astera Labs, Inc.(ALAB)$ , $Arista Networks(ANET)$ , $Vertiv Holdings LLC(VRT)$ , ON. One of these could be a significant performer over the next 6 to 12 months.

$Broadcom(AVGO)$ The stock is trading at 374.59, showing resilience after the Q2 earnings. With AI semiconductor revenue hitting $10.8 billion, up 143% year-over-year, the long-term thesis still looks solid. Analysts from places like Goldman Sachs see current levels as an opportunity, though volume will be key to confirming the next trend. The 360-375 range is worth watching.

$ARM Holdings(ARM)$ It's hard not to buy here. This could jump above $400 quickly.