Evidence

I believe that the moat is definitely stable if not widening around the international, the North American business and AWS and the thesis is very much on track... it's nice to have that downside protection while having exposure to some upside potential. And I do believe that's wh

— Brian Stoffel

weekly structure on small caps is completely different, right? Look at the solid green body bar... overall, very bullish, much much more bullish than the S&P 500 over in small caps... This is still just a bull flag on the weekly. No problems there.

— Trade Brigade

I own AMD, the chip maker, which has traded off a lot. I'm probably going to buy more now at these levels.

— The Julia La Roche Show

I would stick with the IWM especially as long as it trades above its moving averages, uh I have no problem with it. Like the Dow, I actually think the small caps may be not performing quite as well as the Dow because we're not at an all-time high right now, but still in an uptren

— EarningsBeats

I do like Broadcom, believe it or not, on the long side. I am starting to see some character changes out of Broadcom where the 20 is no longer rejecting this as cleanly... if this was going to be a nasty and like gnarly situation where oh my god, the head and shoulders is game ov

— Trade Brigade

Meta is a stock that I am continuing to add to my portfolio and I'm trying to buy this one as consistently as I possibly can. I do believe that this business is clearly benefiting from artificial intelligence and I think that it is going to continue to accelerate over the coming

— Daniel Pronk, at 0:30

Broadcom, ticker symbol AVGO, focuses less on GPUs and more on everything around them. From high-speed networking chips and custom AS6 to the specialized switches that tie racks of chips together in dense AI clusters. As a workloads get more distributed and bound by network speed

— Ticker Symbol: YOU

Nvidia is still the default choice for AI training and inference with over a 90% share of the data center GPU market. Chip architectures like Hopper, Blackwell, and Rubin, plus the networking and software stack that comes with them make it very hard for enterprises to switch away

— Ticker Symbol: YOU

AMD is the main alternative to Nvidia for GPUs. If cloud providers want pricing power and a second source for their supply chains, AMD is where they'll go.

— Ticker Symbol: YOU

the Taiwan Semiconductor Manufacturing Company, ticker symbol TSM, is the foundry that manufactures chips for Nvidia, AMD, and Broadcom. So, it doesn't really matter which chip designer wins in the SAS apocalypse since TSMC will be the one making their chips anyway, as well as th

— Ticker Symbol: YOU

Amazon, Microsoft, and Google all win for the same reason. They're where AI agents actually run. These three companies control almost 2/3 of the world's cloud infrastructure... So every time a company replaces a SAS tool with an agent, that extra compute, storage, and networking

— Ticker Symbol: YOU

Amazon, Microsoft, and Google all win for the same reason. They're where AI agents actually run. These three companies control almost 2/3 of the world's cloud infrastructure... So every time a company replaces a SAS tool with an agent, that extra compute, storage, and networking

— Ticker Symbol: YOU