Big_Angel

$Broadcom(AVGO.US)Earnings Tonight🔥Broadcom reports after market close today (~5am SG time). Custom ASIC chips, AI tailwinds, and a quietly strong run (+65% past year). Here‘s the quick scoop:Q1 Expectations:- EPS: $1.67 (vs $1.40 last year)- AI semiconductor revenue expected to double YoY to $8.2BWhy It Matters:- Custom chips (ASICs) = cheaper alternative to NVDA GPUs- Clients: Google (TPUs), Anthropic ($10B deal), plus a mysterious 5th customer- AI infrastructure spending by hyperscalers = $700B projectedWhat to Watch:- Any new client wins? Last quarter = 5th unnamed customer signed.- Management commentary on custom AI accelerator demand- Valuation check: Forward P/E 30.4 vs NVDA 21.8 (premium priced)Analyst Love:- 41 Buy / 2 Hold- Avg PT: $449 (44% upside)Risk:No new deals = market reads as falling behind NVDA. Stock already up big.Summary of: https://www.barchart.com/story/news/538887/dear-broadcom-stock-fans-mark-your-calendars-for-march-4NOT ADVICE

The Gemini-in-Android integration is one of the most important platform decisions of 2026. Google has effectively merged its AI capability with the operating system layer — bypassing the "AI app" friction. From a strategy lens: this is how platform companies extend moats. Apple is working on similar with iOS 27 Siri Camera. The PM lesson: if your AI product requires user download, you're competing with built-in OS capability. Existential question for AI-only app startups

$Alibaba(BABA.US)  still trading at discount vs global peers despite strong cash flow and ongoing buybacks. Key question is whether AI investment translates into real monetization or just capex burn. If AI cloud scales, long-term upside maybe underestimated 🤔

Q4 deliveries miss was disappointing but energy storage up 157% to 11GWh is the real story . Margins improving too - 20.1% gross margin highest in two years . The market is sleeping on the energy business while obsessing over deliveries. $Tesla(TSLA.US) 

Production orders can be NVIDIA's moat. Not backing you, bro, would make me a fool...$Taiwan Semiconductor(TSM.US) 

$Intel(INTC.US) is charging up—heading for 40 tonight!

$Circle(CRCL.US) Maybe a big bank will acquire them once regulations are clear. That's my exit thesis

Cisco Q3 FY26: The Order Book Is the Story

2026 $DBS(D05.SG)  guidance: SGD3.30. Ordinary 2.70 + capital return 0.60. Yield 5.8% at 57.78. CET1 still 14.2%, CPF OA eligible, SRS eligible. 10-year SGS at 2.7%. Spread 310bps. This is not income investing, this is carry trade with a blue chip wrapper. 🤣

$Invesco QQQ Trust.US  just topped ETF creation rankings yesterday despite price down 1.2% . 63.8M shares traded, 5% above avg volume. Market selling, smart money buying the dip. $411B fund, investors treating correction as entry. 📈

Meta Is Laying Off 10% of Its Staff and Raising Its AI Budget to USD 135 Billion. These Two Things Are Connected.

$Netflix(NFLX.US) $Palantir Tech(PLTR.US) This downtrend just won’t end.When？？