Mae B

[Michael Taylor @camikingtp]

🚨I'll only say it once. The smartest money is loading AI infrastructure names on this dip.

My June 2026 conviction list:

$NVDA — Strong Buy ~$204
$AVGO — Strong Buy ~$385
$MU — Must Buy ~$910
$AMD — Strong Buy ~$460
$TSM — Must Buy ~$423
$ASML — Strong Buy ~$1,770
$MRVL — Strong Buy ~$263
$QCOM — Strong Buy ~$200

Hyperscalers are still committed to $600B–$700B+ capex in 2026. AI training, inference, and data center buildout aren’t slowing — they’re accelerating.This selloff is noise. The multi-year supercycle is intact.

I don’t charge because I’ve made enough. Sharing is my passion.

NFA. DYOR. Load up before the next leg higher. 🚀

[John Paulson @nagyakos917]

🚨HYPERMARKET WATCHLIST — JUNE 10, 2026

$MU — Post-selloff bounce setup. HBM still sold out. Earnings June 24 catalyst → BUY ~$900–$925

$MRVL — Custom AI silicon + photonics exploding. Jensen pump → BUY ~$258–$263

$AVGO — Sell-the-news overreaction on AI guidance. $100B + still intact → BUY ~$380–$390

$NVDA — Held key support. Accelerator demand structural → HOLD/BUY ~$198–$204

$ARM — Licensing scales with every AI chip. Dip is a gift → BUY

$QCOM — AI PC + data center upside. Jensen love → BUY

Hyperscalers dropping $600B–$700B+ in 2026 AI capex.

This dip is noise.Load the AI infrastructure names. Long-term wealth incoming. 🚀

[Jason Luongo @JasonL_Capital]

You could buy 100 shares of $AVGO right now for ~$37,600.

Or you could buy the $400 call LEAP expiring January 2028 for ~$9,900.

~74% less capital. ~590 days of runway.

The trade:

Strike: $400
Expiration: January 21, 2028
Premium: ~$99 per contract
Breakeven: $499

Scenarios at expiration:

If $AVGO hits $550, this LEAP returns ~+52%.
If $AVGO hits $600, this LEAP returns ~+102%.
If $AVGO hits $700, this LEAP returns ~+203%.

For comparison: 100 shares at $700 returns ~+86%.

Why I like the setup:

- Custom AI ASIC business gives direct exposure to hyperscaler AI capex
- Tomahawk switching franchise is core networking for AI training clusters
- VMware integration is converting a hardware business into a software-heavy revenue mix
- Strike sits slightly out of the money so the LEAP is cheaper with strong upside leverage
- 590 days of runway lets the AI infrastructure thesis fully play through

The max you can lose on a LEAP is the entire premium you paid. In this case, that's ~$9,900 per contract. LEAPs are leveraged and can lose value quickly if the stock drops or stays flat. Only size this so you're comfortable losing all of it.

Note: LEAPs are one tool inside a broader portfolio. Owning shares is always the primary use of capital. This is a selective add-on for high-conviction moments when conditions align.

NFA DYOR

[Shay Boloor @StockSavvyShay]

$AVGO launched its AI XPV platform with $APO and $BX to help deploy more than 20GW of AI compute capacity by 2028.

The first $35B tranche will back Anthropic’s 1GW+ AI infrastructure buildout using Broadcom XPUs and networking.

[Kris Kay | 🎲 444 Capital @thekriskay]

Morningstar raises $AVGO PT from $550 to $650

[Vebjørn | VJN @VJNCapital]

$AVGO valuation is starting to look very interesting

Next 5 years:
- EPS growth drops to 35% (from 125%)
- PE from 66x -> 33x

Gives:
- Stock price $874 (vs current $393)
- Return of 122% (17.3% annualized)

Big slowdown in growth and multiple cut in half still gives market beating returns

[Hardik Shah @AIStockSavvy]

$AVGO | Mizuho 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐁𝐫𝐨𝐚𝐝𝐜𝐨𝐦, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟓𝟑𝟎

Analyst sees Google's TPU ramp driving a potential $600B+ opportunity for Broadcom by 2028, believing market share loss concerns are overblown.

[Sam Badawi @Sam_Badawi]

$AVGO Broadcom is expected to grow EPS by 200% next quarter.

[JEFE TRADES 🔪 @JEFETRADES]

Top dip buys that are pure value
$AVGO $MU $ASML

Top dip buys with some risk
$CRWV $MRVL

[Finance Jack @FinanceJack44]

If analysts are correct, $AVGO is only trading at 18x 2027 earnings.

That's not expensive at all...

There are very few semi companies at attractive valuations right now, and I think $AVGO is one of them.

[TipRanks @TipRanks]

🔼Broadcom $AVGO upgraded to Buy at Erste Group on fast growth

Broadcom is growing much faster than its peers in the sector and the stock should continue its upward trend as it benefits from the company's above-average prospects, the analyst tells investors.

[TraderJonesy @TraderJonesy]

Unusual Alert for $AVGO.

Following with 500 C 8/21.

[FLOW GURU @FL0WGURU]

$AVGO buyers stepping into the $410C for 6/18, loading up with over $13.24M in premium.

[Shay Boloor @StockSavvyShay]

$AVGO Semiconductor Solutions revenue grew 79% YoY as it becomes the design partner for hyperscalers building custom AI inference chips.

$GOOGL, $META, OpenAI & Anthropic all want more of the chip layer for AI inference with Broadcom positioned as enabler behind that shift.

[Kaushik @WisemanCap]

$AVGO PT Raised to $580 at JPMorgan

We came away from the F2Q (Apr-Q) print incrementally more positive on AVGO’s growth outlook over the next couple of years, reinforcing our conviction that the AI compute buildout remains early-innings and that AVGO is the most strategically entrenched provider of ASIC/XPU compute/networking. Apr-Q results were solid and, despite a fair amount of hand-wringing ahead of the print, Jul-Q guidance still landed ahead of Street consensus with revenue of $29.4B (+84% Y/Y) and AI semis revenue up 200%+ Y/Y to $16B. But the more important signal was orders: AI bookings eclipsed $30B against $10.8B shipped, lifting backlog sharply and raising revenue visibility even further. Mgmt even struck a very confident tone on FY28 visibility (unusually early), with what we see as ample room for that FY28 pipeline to keep building over the next 12-18 months.

Management detailed an expanding, increasingly diversified customer set, reaffirming a multi-generation TPU engagement with Google, underpinned by substantial revenue commitments from Google and reciprocal supply commitments from AVGO (which we have repeatedly highlighted - link, link); Anthropic, layering an incremental ~5 GW of next-gen TPU from FY27 atop its >1 GW FY26 footprint; OpenAI, with first silicon already delivered and 1.3 GW slated for FY27 within its 10 GW/2029 commitment; Meta’s multi-generation MTIA program (3 GW through 2028, initial 1 GW XPU-plus-networking order delivering in 2H27); and two further customers ramping from late 2026, with $6B of POs already in hand. Notably, for AVGO’s >20 GW XPV compute platform built with Apollo and Blackstone to fund capacity for Anthropic and OpenAI, we estimate only ~5 GW is delivered in FY27 (~1.3 GW OpenAI + ~3.5 GW Anthropic), implying ~15 GW still to ship in FY28 for those two customers alone; folding in Google, Meta, and other at-scale programs, we think FY28 AI revenue could approach $300B - far in excess of current expectations.

[Hardik Shah @AIStockSavvy]

$AVGO | Mizuho reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐁𝐫𝐨𝐚𝐝𝐜𝐨𝐦, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟓𝟑𝟎, "we would buy the pullback"

Analyst recommends buying the pullback, citing strong AI revenue guidance, multi-year visibility, and calling AVGO the 'king of AI ASICs'.

[Hardik Shah @AIStockSavvy]

Bought $AVGG ( $AVGO). I think it's overreaction.

[Yiannis Zourmpanos @yianisz]

$AVGO crashed post earnings, but I think the most interesting part of the call was hidden in a JPMorgan question.

Harlan Sur noticed the math doesn't fully reconcile.

H1 AI revenue is about $19B. Hock said H2 would roughly double H1, which gets you to ~$57-58B for the year. Yet Broadcom guided to $56B.

That implies Q4 AI revenue may be less explosive than investors expected.

My interpretation is actually bullish.

The likely explanation isn't weakening demand. It's timing. OpenAI production ramps late 2026 and Meta's larger MTIA deployments arrive later.

The market heard deceleration.

I heard capacity being reserved for the next wave of customers.

[Kaushik @WisemanCap]

$AVGO PT Raised to $640 at BNP Paribas Exane, 'Primed for Growth'

[Cole @StockOptionCole]

$AVGO Ok here me out. Earnings were so strong but they were looking for a massive raise due to raised AI demand but they had reported AI demand remains explosive, AI revenue beat own forecast, Q3 revenue expected to reach $16BN, over 200%+ YoY growth.

Broadcom is also up 70%+ in the last 2 months so lets be fair... it was a bit overbought for such a giant. I believe this dip right to the 34MA will shape up for the next leg up through summer & fall for 550.

My thesis hasn't change. It's a matter of building a base in the same range where it was just lastweek