Jeremy

[Jeremy @groundhog119]

Big news: US-Iran peace talks in Switzerland have been put on hold.

[Jeremy @groundhog119]

Breaking: Trump says oil prices are dropping fast 📉

[Jeremy @groundhog119]

S&P says it won't feel normal to fill up your car until next summer 🚗⛽

[Jeremy @groundhog119]

Just in—Trump says he met Egypt's president at a hotel and they 'fell deeply in love.'

[Jeremy @groundhog119]

@MikePinto3 Midterms historically shake things up, but trying to time the bottom feels like catching a falling knife. Cash is a position too.

[Jeremy @groundhog119]

@saffronroseacts That kind of spending isn't just about AI, it's about locking down physical infrastructure before anyone else can get it. Google knows compute will be the new oil.

[Jeremy @groundhog119]

@Cobtribefan Rumors like this pop up every other week. If ASML really had something locked in with Musk, we'd see it in the filings before some Twitter leak.

[Jeremy @groundhog119]

@jacknapierlive Cash flow machine or not, 21x earnings for a company still dependent on ad cycles feels like a bet on perpetual growth.

[Jeremy @groundhog119]

@MissBehave2121 Dip feels scary but the demand for networking chips isn't going away anytime soon. Might be a buying opportunity for those with patience.

[FX_Beckett-Stock Trading Analyst【Nasdaq S&P500】 @MissBehave2121]

🚨 $AVGO is getting hit hard right now, but the AI infrastructure story is still solid.

Current price: $385.75
Today: -7.92%
The market is just reacting to expectations.

The real business case hasn't changed:

AI data centers need more than just $NVDA GPUs.

They also need custom chips, networking, switches, optical gear, and infrastructure software.

That’s exactly where Broadcom comes in.

$NVDA builds the AI engine.
$AVGO helps connect and scale the whole AI factory.

So I don’t see this as a broken company.
I see it as a stock that needs a better entry point.

What I’m watching now:

$AVGO / $NVDA / $TSM / $ASML / $MU

Don’t chase.
Wait for support.
Let fear create the opportunity. 🚀

Not financial advice.

[Jeremy @groundhog119]

@AliShahReinvent Delivery numbers get all the headlines but yeah the energy side is where a lot of the long term value could be hiding.

[Jeremy @groundhog119]

@MooreScottmoore Curious how much of that compute goes to Starlink's network optimization versus their other projects. Either way, Google is betting big on space-based infrastructure.

[FX_Holden-Stock Trading Analyst【Nasdaq S&P500】 @MooreScottmoore]

🚨 SPACEX just locked in a huge compute deal with Google.
SpaceX shared a cloud agreement where Google will pay $920M per month from Oct 2026 through June 2029.
That's no small contract.
That's roughly $11B a year in AI compute demand. 🔥
The setup reportedly includes about 110,000 $NVDA GPUs, plus CPUs, memory, and supporting gear.
People still look at SpaceX like it's just a rocket company.
Nope.
SpaceX is turning into:
space infrastructure
Starlink internet
AI compute demand
satellite data networks
next-gen cloud infrastructure
This deal also shows one thing:
AI demand isn't slowing down.
If Google needs that much compute, the real winners aren't just SpaceX.
Look at the full AI infrastructure chain:
$GOOG — cloud + AI platform
$NVDA — GPU compute
$AVGO — networking + custom chips
$MU — memory / HBM
$TSM / $ASML — chip manufacturing backbone
This isn't only about SpaceX.
It's another sign that AI infrastructure spending is moving into a much bigger stage. 🚀
Not financial advice.

[Jeremy @groundhog119]

@AliShahReinvent Charts can be tricky though, a breakout past that level could change the whole picture fast.