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“this is still one of the best AI infrastructure companies on the market. Broadcom just extended its deal with Apple through 2031”
@billy_invests
Long Broadcom (AVGO) on dips as it remains a top AI infrastructure play with long-term revenue visibility secured by a custom chip deal with Apple through 2031.
AVGOLONG@ $369.27
$381.38+3.28%
since call Jul 6
peak +7.9%
“I think memory stocks still have room to run because this cycle is not over yet.”
@billy_invests
Long the Roundhill Memory ETF (DRAM) on dips because the memory cycle has room to run, driven by a supply crisis expected to last until 2028 and upcoming catalysts like the SK Hynix IPO.
DRAMLONG@ $61.66
$50.90-17.45%
since call Jul 6
peak +4.0%
“Rocket Lab just announced an 8 billion dollar acquisition of Iridium and this completely changes the story.”
@billy_invests
Long Rocket Lab (RKLB) on dips following its $8B acquisition of Iridium, which transforms it into a fully integrated space business with analyst price targets up to $150.00.
RKLBLONG@ $83.23
$63.70-23.46%
since call Jul 6
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