Big_Angel

Meta begins companywide layoffs on May 20. About 8,000 employees go, roughly 10% of the workforce. Another 6,000 open roles are cancelled. That's 14,000 positions in total.At the same time, Meta's 202...

Cisco's Q3 FY26 print (revenue $15.8B, non-GAAP EPS $1.06) was the second consecutive quarter where management's commentary on AI infrastructure orders displaced traditional KPIs as the dominant valua...

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

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

$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 $8.2B

Why 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 projected

What 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-4

NOT ADVICE

$Western Digital(WDC.US) up 8% after Investor Day and I'm still scratching my head why more people aren't talking about this. They literally dropped a roadmap to 100TB HAMR drives by 2029, announced $4B buyback, and said revenue doubling to >$12B next year . Meanwhile stock still only 10x forward earnings. Storage is the new semiconductor and nobody noticed. 🤷

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)

$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. 📈

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. 🤣

$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 🤔

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

Looking back, the clearance sale at that time was really lucky. In the long run, Alibaba has cloud and AI, which allows it to compete with Amazon.

Security partnership with Crypto ISAC could save COIN’s reputation.

$Taiwan Semiconductor(TSM.US) Rumor: expanding advanced packaging (WMCM) capacity for 2027. Preparing for the next wave of AI and iPhone chips, long-term bullish

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

Jensen Huang is building an empire, not just a chip company

No longer moving with the broader market. Funds are pulling out—it might be time to short.$Alibaba(BABA.US)

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

As long as you are bullish on the crypto market, this stock is just like Bitcoin.

$AMD(AMD.US) down but still up 76% this year! This dip is nothing

$Unitedhealth(UNH.US) This stock has worn me out completely. They say revenue is up with the price hike, but the share price just won't move. And on the healthcare side, there's been one messy piece of news after another—the volatility has been absolutely wild.

$BitMine Immersion Tech(BMNR.US) any dividend payout? Where to see it?

$Intel(INTC.US) Critical bearish signal — a sharp drop is imminent.

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

$Alibaba(BABA.US) Qwen currently holds a position in China somewhat similar to Claude's in the US—both excel primarily at coding but still fall short as chatbots.