Mentions

Value & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
Crack The MarketBlogInside the Room III: Asia Edition-4 Oct 2026
The Pragmatic OptimistBlogTPO’s September ‘26 Roundup-3 Oct 2026
Tech InvestmentsBlogSpaceX as Nvidia’s Dominant Customer, Broadcom’s Sandbagging, Credo vs Marvell in Scale Up, SpaceX vs ASTS-19 Sept 2026
Long-term InvestingBlogBroadcom Inc (AVGO)-13 Sept 2026
Tech InvestmentsBlogOpen vs Closed Models, Snowflake, Robotaxis-13 Sept 2026
Rijnberk InvestInsightsBlogBroadcom – Cheap For a Reason, But Oversold All The Same-12 Sept 2026
The Options OracleBlog🧠 Labor Day Bonus Deep Dive: Broadcom Delivered Monster AI Growth. The Stock Still Fell.-7 Sept 2026
Value & Momentum PortfolioBlogDeep Dives Performance Update (Sept. 7, 26’)-7 Sept 2026
Crack The MarketBlogThe Advanced Packaging Primer-6 Sept 2026
How They Make MoneyBlog📊 PRO: This Week in Visuals-5 Sept 2026
Compounding Your WealthBlogSnowflake Earnings & Broadcom Q2 2026 Snapshot-3 Sept 2026
Vik's NewsletterBlogHow Custom Base Die Drives HBM Bandwidth, and Who Stands to Benefit-1 Sept 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
SemiAnalysisBlogOpenAI Jalapeño: Better Than Nvidia Blackwell-25 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
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
Irrational AnalysisBlogPractical Semiconductor Optical Amplifiers (SOA)-19 Jul 2026
Quality Value InvestmentsBlogBoletín Semanal del Inversor Quality-23 Jun 2026