xray400

instagram : xray400

[BOXING n BBQ @BOXINGnBBQ]

Tank via IG 👀

[Just a Dude Who Invests @DudeWhoInvests]

JP Morgan raises their price target on Amazon $AMZN to $365…

The firm believes Amazon can compound EPS by ~22% annually. If Amazon can demand a valuation of 28x earnings...

$557/share by 2028. Insane!

[Alex Socoloff @socoloffalex]

Roads? Where we're going, we don't need roads Marty!

[Tesla @Tesla]

Real life, baby

[amit @amitisinvesting]

$TSLA

We just witnessed history folks.

[amit @amitisinvesting]

i wonder if Jensen comes out and says something about $CRWV

it’s almost like overnight, the credit markets have become EXTREMELY worried about a credit event happening with this company

yields up to 15%, stock is down 16% on the day

the issue is this is Nvidia’s preferred neocloud…they have a very long history working with Nvidia and Jensen even gave them a $6B “put” to buy back their unused capacity by 2032 if needed

$CRWV has been at the top of SemiAnalysis’s ClusterMax rankings for the longest time

if they are feeling this type of credit fears…it doesn’t seem to be great for any of the neoclouds even if they have less debt because any new debt they try to take on will be at much higher rates, not to mention inflation going up which means the Fed might make the situation worse

so the question is…does Jensen step in and either give cheap capital to CoreWeave or issue a statement to calm down the credit markets from continuing to sell of their bonds

[xray400 @xray400]

@drayinvests $GOOG

[JEFE TRADES 🔪 @JEFETRADES]

2 MAJOR NAMES ARE TRYING TO BREAKOUT🛑

$AVGO + $MU finding buyers and MASSIVE potential deals... the next few days are crucial

[Moose @Brownmoose]

$AVGO Volume rising , pushing right at resistance...

I highly doubt we ever get the B1 entry.

Once this breakout happen this is over due for a multi-week rally.

Lets keep monitoring it.

[Kris Patel 🇺🇸 @KrisPatel99]

$AVGO

40% ASICs =)

[Diligent Plane @DiligentPlane]

Send $AVGO to $400+

[Kris Patel 🇺🇸 @KrisPatel99]

$AVGO

Market should be waking up to the reality that $AVGO moat is wider than the market things and should be trading much higher.

[Just a Dude Who Invests @DudeWhoInvests]

Meta $META shareholders who have been buying the dip for months watching the stock today

[StreetJuiceTv @1streetjuicetv]

💯💯The reason a lot of us still living is because we had praying grandmothers like this

[CK Capital @CKCapitalxx]

Anddddd another one. $AVGO

[AMP @AMPexclusive]

FANUM DEF COOKED WITH THIS ONE 😭🔥

[THE GAP FATHER @HunterAllen4]

We better still be green when I wake up 😤

[CK Capital @CKCapitalxx]

$AVGO is getting too cheap to ignore.

Forward PE is 20x. A year ago it was 32x. Forward EV/EBITDA is 16x, down from 26x. The multiple has been cut by more than a third while the business did this:

Q3 revenue $29.6 billion, up 86%. AI semiconductor revenue $16.7 billion, up 221% year over year and 54% in a single quarter. Net income more than tripled to $13.1 billion. Record revenue, record operating income, record free cash flow.

Q4 AI revenue guided to $21.7 billion, up 236%. Full year AI revenue raised to $58 billion. Then Hock Tan put out the numbers nobody expected: $115 billion of AI revenue in fiscal 2027 and $230 billion in fiscal 2028, with EPS over $30. Consensus for 2028 was $25.86 before he said that.

This is the company shipping TPUs to $GOOGL, MTIA to $META, and Jalapeño to OpenAI. They set up a platform with financial partners to enable more than 20 gigawatts of XPU capacity through 2028. Every frontier lab that wants its own silicon runs through Broadcom.

A company doubling AI revenue two years in a row at 20x forward earnings shouldn't exist.

[Timothy 🟢 | Panic Drop @timoassi]

One of Warren Buffett's famous quotes:

"Be greedy when others are fearful"

Here are 6 stocks the market is being fearful of right now, which you can take advantage of 👇

1/6 Broadcom $AVGO
🔴 -24.1% from ATH

[HARDEST FIT PICS @HardestFitPics]

Brain beanie by Arkyve 🧠