US stocks jumped pre-market as the Iran peace deal calmed fears from the Fed's hawkish stance and mixed rate hike views. Brent crude dipped to $78, treasury yields eased, and AI/tech stocks led the rally. I think stocks could hit new highs now that the war’s over and energy pri
AST SpaceMobile $ASTS just shared that 3 new BlueBird satellites (8, 9, and 10) have launched and deployed successfully. They hitched a ride on a SpaceX $SPCX rocket 🚀
@DavidKWilliams Not sure I buy that the sell-off is purely noise. Revenue growth has been solid but valuation was already pricing in perfection before this drop.
🚨 $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.