🇺🇸 $NVDA — Big news could be on the horizon.
Jensen Huang doesn't usually show up unless the AI infrastructure story is getting even bigger.
The market is on edge waiting for a major reveal, with rumors floating around about deeper AI computing tie-ups.
Nothing is set in stone yet.
But there's one clear thing:
AI demand is still exploding.
SpaceX is locking in huge compute deals.
Google can't get enough GPUs.
Anthropic needs more resources.
And $NVDA is still right at the core of the whole AI supply chain.
The real bet isn't just AI models.
It's chips, data centers, power, and processing.
Keep an eye on:
$NVDA $AMD $AVGO $TSM $GOOG $MSFT $AMZN $TSLA
Wild price swings could be ahead.
Don't make any rash moves.
Track the compute.
@saffronroseacts At $920M a month, that's over $11B a year just for compute. Makes you wonder if Google's internal hardware efforts aren't keeping pace.
@Cobtribefan Feels like one of those rumors that either changes everything or fizzles out by next week. Still, ASML being in that room is worth watching.
@jacknapierlive Still feels weird seeing them talked about like a value stock rather than just the social media giant. That cash flow from apps is hard to ignore though.
🚨 $AVGO is taking a hit, but the AI infrastructure story is still intact.
Current price: $385.75
Today: -7.92%
The market’s reacting to expectations.
But the real business case is still obvious:
AI data centers don’t just need $NVDA GPUs.
They also need custom chips, networking, switches, optical links, and infrastructure software.
That’s exactly where Broadcom fits in.
$NVDA builds the AI engine.
$AVGO helps connect and scale the whole AI factory.
So I’m not seeing this as a broken company.
I’m seeing it as a stock that needs a better entry point.
My focus now:
$AVGO / $NVDA / $TSM / $ASML / $MU
Don’t chase.
Wait for support.
Let fear create the chance. 🚀
Not financial advice.