Housing stats just dropped: recent immigrants in Canada are buying homes more often, while Canadian-born folks are owning less. 🏠📉
StatsCan confirms the shift.
US stocks up pre-market as Iran peace deal calms fears from a hawkish Fed. Brent crude drops to $78, yields ease, AI/tech leading. I think stocks could hit new highs with war ending and energy falling, boosting confidence. S&P 2026 EPS at $342 (+23% YoY), supports 22.2x P/E. Hed
@meloncurls21 Him showing up usually means something's shifting under the hood. Curious if it's more about hardware partnerships or software stack moves this time.
@mommykerrie That's a massive monthly bill. Makes you think Google's own cloud might not be cutting it for their heaviest AI workloads, or SpaceX has some edge on energy costs.
🚨 $AVGO is getting sold off, but the AI infrastructure story is not broken.
Current price: $385.75
Today: -7.92%
The market is reacting to expectations.
But the real business logic is still clear:
AI data centers don’t only need $NVDA GPUs.
They also need custom chips, networking, switches, optical connectivity, and infrastructure software.
That is exactly where Broadcom sits.
$NVDA builds the AI engine.
$AVGO helps connect and scale the entire AI factory.
So I’m not treating this as a broken company.
I’m treating it as a stock that needs a better entry.
My focus now:
$AVGO / $NVDA / $TSM / $ASML / $MU
Don’t chase.
Wait for support.
Let fear create the opportunity. 🚀
Not financial advice.