edxhapo

ayywun

[Cashflow King @cashflow_king94]

$AVGO is my highest conviction holding in the entire portfolio...
It's also down badly from its highs right now.

Both of those things are true, and I'm not selling a single share... Here's why.
Most people pick their conviction based on the price today - Green means good, red means sell... That's backwards.

My conviction is built on the business, and the business has never looked stronger.
Broadcom is the pick-and-shovel play for the entire AI build-out, It doesn't matter which model wins.
Google, Meta, OpenAI, Anthropic, they all need chips and networking, and they all pay Broadcom for this...

Custom TPUs for Google, locked in through 2031
Networking gear to Meta on a multi-gigawatt roadmap
3.5 GW of AI compute for Anthropic starting 2027

When your customers are the most powerful companies on earth signing decade-long contracts, you're not selling a product - You're charging rent on the whole industry.
The last quarter was a record..
Revenue up double digits..
AI revenue up triple digits..
margins that belong to a software company, not a chipmaker..
Eight straight earnings beats...
So why is it down?

Because great companies still have red months,The stock got ahead of itself, the whole semi space pulled back, and price is doing what price does - None of that touches the thesis.
My framework doesn't let me sell on price alone - It only sells on a broken thesis or a hard technical exit signal. Neither has fired, A red candle is not a reason. It's just noise on the chart...

This is the part most retail investors never learn: the hardest thing in investing isn't buying a winner, It's holding it when it's temporarily losing.
I'm not pretending there's no risk - The valuation is rich, It could fall further before it turns.
But I don't buy Broadcom for next month.. I buy it for the decade of contracts it's already signed.

Down 20% FROM HIGHS and still my highest conviction,That's not stubbornness - That's a framework.

[edxhapo @edxhapo]

@betsndat

[edxhapo @edxhapo]

@betsndat ☝🏾

[Changpepe @changpepecoin]

This is the ticker…. 🫡 🫳🏾

Telegram - https://t.co/n1crfzL3tm

Twitter - https://t.co/hMxtKa8UWA

Address - GqWimx8bpLjuerLcirhPQcoyXdtHDVP5cHEQNrsZpump

[edxhapo @edxhapo]

@upRoarOCE @Lurnxo @loqittt 🔥

[Team upRoar @upRoarOCE]

@Lurnxo showing off his skills in the recent Winter Royale Duos with @loqittt finishing 52nd and bringing home $350 each! #upRoar

[CharlieIntel @charlieINTEL]

The Call of Duty: Modern Warfare Open Beta arrives in 2 weeks on PlayStation 4.

Here's everything we know so far about the Open Beta: https://t.co/lzFvZv5yOK