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Micron To The Rescue?
"I'm not dead yet!" shouted the AI trade.
Between a $350 billion selloff in Broadcom and a total bl
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Or, are we just playing whack a mole in an overpriced graveyard? Time will tell…
I expect traders to continue to have a whole lot of fun with volatility in both directions all over the tech universe (and even expanding further into the picks & shovels and other realms collateral to the AI revolution …and then to collaterals to the collaterals; like everybiz.com 25 years ago!).
To me, it seems more like WS is trying to scare me into selling my shares of certain AI/tech companies, including Avgo.
Hock Tan has missed consensus EPS estimates only 5 quarters since January, 2015; all relatively small misses. He has more than proven that he knows how to guide the analysts to the correct range of sales/earnings.
With respect to the PE, I’d be more concerned if the Federal and state budgets were going to be balanced in 2026.
Was his name-o
Have to comment that the artwork for this one is superb.