Mentions

Compounding Your WealthBlogSnowflake Earnings & Broadcom Q2 2026 Snapshot-3 Sept 2026
Crack The MarketBlogHow to Use Crack The Market-1 Sept 2026
Vik's NewsletterBlogHow Custom Base Die Drives HBM Bandwidth, and Who Stands to Benefit-1 Sept 2026
The Pragmatic OptimistBlogNvidia, Marvell vs. Broadcom, Credo-31 Aug 2026
TacticzHazelBlogTacticzHazel’s Sunday Shoutout #2-30 Aug 2026
Crack The MarketBlogNvidia Just Repriced the Entire AI Value Chain-27 Aug 2026
Jimmy's JournalBlogBroadcom ($AVGO): No Moat-27 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 34-26 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Guardian ResearchBlogThe No Pile-22 Aug 2026
Tech InvestmentsBlogBroadcom, ASICs, And More AI Winners-22 Aug 2026
The Options OracleBlog🧠 AVGO Deep Dive: Broadcom Just Got Caught in the AI Valuation Reset. Now the Chart Gets Interesting.-16 Aug 2026
UncoverAlphaBlogNvidia and the Hyperscalers High Stakes Poker Game-13 Aug 2026
Jimmy's JournalBlogGPUs, ASICs, and the Real ROI of AI-13 Aug 2026
Jimmy's JournalBlogThe Relentless Arithmetic of Quality Investing-10 Aug 2026
Crack The MarketBlogThe US Photonics Supercycle-9 Aug 2026
Compound with RenéBlog8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
The Black LineBlogAI’s Next Nervous System Is Made of Light-29 Jul 2026
Value & Momentum PortfolioBlogThe Semiconductor Sell-Off: What I’m Buying, What I’m Avoiding, and Why-29 Jul 2026
Irrational AnalysisBlogPractical Semiconductor Optical Amplifiers (SOA)-19 Jul 2026
Irrational AnalysisBlogJuly NPO/CPO Update: Stupidity Singularity-12 Jul 2026
Quality Value InvestmentsBlogBoletín Semanal del Inversor Quality-23 Jun 2026
UncoverAlphaBlogMost of the Economy Won't Run on the Best Model-4 Jun 2026