3/6/25 :: VROCKSTAR :: 
AVGO
#3 semi. it's a buy.
- guys
- this isn't
MRVL
- if
NVDA and 
TSM are S tier... i also like 
MU as a supporting actor here (same line of thinking as TSM)
- but at 3% fcf yields, 30x PE growing 30%+
- tough to not like this
- let's see what jobz brings tmr, that could determine everything (as a multiplier here)
- so while i'm on the sidelines
- in any other tape i'd go long w you
- "party time, excellent"
- i ownNVDA, TSM and MU which will benefit from this and where i like my R/R better.
- still cash heavy.
-
OBTC at 40%, 
NXT at 30% (leveraged 2-1), NVDA 5% (leveraged 2-1), MU (leveraged 2-1). cash.
V
AVGO#3 semi. it's a buy.
- guys
- this isn't
MRVL- if
NVDA and TSM are S tier... i also like MU as a supporting actor here (same line of thinking as TSM)- but at 3% fcf yields, 30x PE growing 30%+
- tough to not like this
- let's see what jobz brings tmr, that could determine everything (as a multiplier here)
- so while i'm on the sidelines
- in any other tape i'd go long w you
- "party time, excellent"
- i own
NVDA, TSM and MU which will benefit from this and where i like my R/R better.- still cash heavy.
-
OBTC at 40%, NXT at 30% (leveraged 2-1), NVDA 5% (leveraged 2-1), MU (leveraged 2-1). cash.V
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.