Broadcom (AVGO): The custom silicon kingmaker riding Google's AI resurgence
I'm adding Broadcom to my
portfolio. This isn't a momentum chase - it's a structural bet on the hyperscaler
pivot away from off-the-shelf GPUs toward custom silicon. Broadcom owns 75% of
the custom AI ASIC market, and the recent surge isn't about hype. It's about
Google.
Bitcoin: An attractive price within an uncertain market structure. Is 100k it a support? STAY SAFU
Once we broke the 110k support level initially mentioned in my elliot analysis, I stayed away from the charts to preserve my liquidity. Were back down to 100k, I have spot positions at 110k, and perhaps one at 101k in futures; its nice.