Been going down consistently. Any thoughts?
8 replies (most recent on top)
Keep them. Payout on April/May
This is the way!!
Hock is just a useful id--t. This whole make China great kabuki theater has been lit on fire. You ain't seen nothing yet.
No more trekking through jungles of Malaysia to buy semiconductors.
Hock will find other ways to humiliate and make customers pay more for the privilege of buying dr-gs.. I mean chips from him.
When is this guy gonna kick the bucket?
Apple ARM chips are already being used for a few years. Apple in-house Wifi and modems ready for newer models. No need for Broadcom. The Broadcom chips was only for extraction of money from Apple for letting Apple sell in China.
Broadcom will be competing with HPE and others in the commoditized networking space. That is a race to the bottom.
Broadcom will be selling software only (air) in the very near future.
Hours before the tariffs kick in. TSMC announces 100 billion investment in Arizona plant. All semiconductors sold in US will be made here in the US. Broadcom and Microsoft testing out the Intel Contract manufacturing capabilities. Results are promising.
No more trekking through jungles of Malaysia to buy semiconductors.
Elon Xai grok is also up. They know this whole thing is a scam. That is why they kept Elon out of OpenAI and whole AI scam. Things are going to unravel so fast for the AI bubble.
There is support at 180, 160 and 140 and 120. Since the stock gaps up or down so much, there is not much support throughout the price levels. Only a few supports. Expect volatility.
Singapore confirmed. 20% revenues of NVDA from Singapore is a scam. They don't have any AI Datacenters in Singapore. All that was routed to China. NVDA being routed through SMCI and Dell to China from Singapore, India and Middle East. None of them have AI datacenters. Dell and SMCI will be delisted soon by SEC and DOJ.
Meta Llama and other cr-p that Broadcom AI was supposed to be powering is also a scam. The chinese took Llama opensource and created Deepseek. They need only 1% of the compute and networking. Hock on Meta board is a scam. Most probably Broadcom may be delisted too.