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
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.