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TraderGoku @tradergokux · May 18

半导体开始回调，但我觉得本轮上涨趋势还没到顶部。

很多个股只是在大幅上涨之后需要适当的盘整，因为获利盘止盈本来就是人性。但如果在这里能形成标准的High Tight Flag，下一波上涨的爆发力可能会更强。

所以现在应该做的，是多关注本次回调中的相对强势股。
$MRVL $INTC $AMD $AVGO

$AMD $AVGO $INTC $MRVL

Unclestocknotes @Unclestocknotes · May 16

Renaissance Technologies (founded by Jim Simons) Q1 2026 13F

買入最多的股票：
$AAPL：+7.81 億美元
$NVDA：+2.78 億美元
$LIN：+2.58 億美元
$AVGO：+2.45 億美元
$AGI：+2.27 億美元
$JPM：+2.02 億美元

賣出最多的股票（約）：
$NFLX：-6.73 億美元
$PLTR：-5.42 億美元
$TSLA：-5.34 億美元
$PG：-4.28 億美元
$COST：-5.78 億美元
$MSFT：-3.29億美元
看來他們正在轉向大型科技股、能源股和黃金股，同時減持消費股和動量股。

$AAPL $AGI $AVGO $COST $JPM $LIN $MSFT $NFLX $NVDA $PG $PLTR $TSLA

Ben Pouladian @benitoz · May 15

Here is a guest piece I wrote for @ForwardFuture about what it takes to really run a 10T model

Enjoy the weekend!

$nvda $GOOGL $AVGO $MU $SNDK

https://briefing.forwardfuture.ai/p/the-10t-threshold

$AVGO $GOOGL $MU $SNDK

TacticzHazel @TacticzH · May 15

RT Investing visuals
The AI data center bottlenecks map & key players:

Demand:
• $MSFT
• $GOOGL
• $META
• $AMZN
• Leading LLM providers

Layer 1 - Systems & colocation:
• $DELL
• $HPQ
• $SMCI
• $EQIX
• $DLR

Layer 2A - Memory:
• $MU
• $HYNSE
• $SMSD

Layer 2B - Networking & optics:
• $AVGO
• $COHR
• $MRVL

Layer 2C - Power & cooling:
• $VRT
• $ETN
• $BE

Layer 3 - In-rack connectivity:
• $AVGO
• $ALAB
• $CRDO

Layer 4 - Foundry & packaging:
• $INTC
• $ASX
• $TSM
• $AMCR

Layer 5 - Semiconductor equipment:
• $ASML
• $AMAT
• $LRCX
• $KLAC

Note that this isn't an exhaustive list, but rather an overview of the most important businesses per segment.

I hope you found this breakdown insightful!

I've covered the supply chain in more detail in the article linked below.

Investing visuals: I just published my latest research article: The AI data center bottlenecks map, covering:

• The AI supply chain
• The key players at critical bottlenecks
• Where to look as constraints move down the supply chain

I loved diving into this over the past few weeks with the goal

$ALAB $AMAT $AMCR $AMZN $ASML $ASX $AVGO $BE $COHR $CRDO $DELL $DLR $EQIX $ETN $GOOGL $HPQ $HYNSE $INTC $KLAC $LRCX $META $MRVL $MSFT $MU $SMCI $SMSD $TSM $VRT

Dividendology @dividendology · May 12

$AVGO Broadcom is up over 865% in the last 5 years.

Forward P/E: 37.50
Projected 3 YR EPS CAGR: 41.21%

That gives them a PEG ratio of just 0.91!

Don't assume a stock is expensive just because the share price has climbed.

$AVGO

Dividendology @dividendology · May 12

RT Dividendology
$AVGO Broadcom is up over 865% in the last 5 years.

Forward P/E: 37.50
Projected 3 YR EPS CAGR: 41.21%

That gives them a PEG ratio of just 0.91!

Don't assume a stock is expensive just because the share price has climbed.

$AVGO

Dividendology @dividendology · May 9

10 Buy & Hold FOREVER Dividend Growth Stocks:

💻 $MSFT – Microsoft
💳 $V – Visa
💰 $MA – Mastercard
🔬 $ASML – ASML Holding
📡 $AVGO – Broadcom
🛒 $COST – Costco Wholesale
📊 $SPGI – S&P Global
♻️ $WM – Waste Management
🛢️ $MPLX – MPLX LP
🏦 $JPM – JPMorgan Chase

Agree or Disagree?

$ASML $AVGO $COST $JPM $MA $MPLX $MSFT $SPGI $V $WM

Patient Investor @patientinvestor · May 9

Stocks expected to more than 3X their revenue in the next 5 years:

Nvidia $NVDA: +255%

Rocket Lab $RKLB: +274%

Oracle $ORCL: +325%

Broadcom $AVGO: +363%

AMD $AMD: +391%

Palantir $PLTR: +704%

Ondas $ONDS: +3100%

AST SpaceMobile $ASTS: +5122%

Nebius $NBIS: +6138%

$AMD $ASTS $AVGO $NBIS $NVDA $ONDS $ORCL $PLTR $RKLB

Patient Investor @patientinvestor · May 9

RT Patient Investor
Stocks expected to more than 3X their revenue in the next 5 years:

Nvidia $NVDA: +255%

Rocket Lab $RKLB: +274%

Oracle $ORCL: +325%

Broadcom $AVGO: +363%

AMD $AMD: +391%

Palantir $PLTR: +704%

Ondas $ONDS: +3100%

AST SpaceMobile $ASTS: +5122%

Nebius $NBIS: +6138%

$AMD $ASTS $AVGO $NBIS $NVDA $ONDS $ORCL $PLTR $RKLB

Ben Pouladian @benitoz · May 7

Broadcom needs Microsoft to pre-buy 40% of OpenAI’s first-phase silicon just to finance $18B. MSFT passed

You can’t finance custom chips. They have no secondary market

NVDA is collateral. ASICs are a counterparty bet

Memory Wars

$NVDA $AVGO $MSFT

Anissa Gardizy: NEW: When OpenAI and Broadcom announced they would make 10 GW of custom AI chips together, they positioned it as a done deal.

What they didn’t say was that they hadn’t figured out how OpenAI would pay for it.

Months later, the firms are negotiating an agreement for Broadcom to

$AVGO $MSFT $NVDA

Balder @Balder13946731 · May 7

根据The information, OpenAI出现180亿美元的融资缺口，导致其与 $AVGO 的芯片合作受阻。

这也拖累了 $ORCL, 但是还是有韧性。

$AVGO $ORCL

Balder @Balder13946731 · May 6

UBS估计到2027年，TPU的出货量就会超过NVDA的GPU $AVGO $GOOG

Aaron: This TPU forecast from UBS is aggressive.

$AVGO $GOOG

Tigris 会讲课教授是好老师 @tig88411109 · May 1

Show me the money。审判日

在这个被高估值和中东地缘摩擦双重夹击下，四大巨头微软谷歌Meta亚马逊财报发布

云厂商关于 AI 资本开支走向，与实际商业变现的指导，是最重要的市场合理性估值的钢铁长城还是海市蜃楼。

特别是如何看产业链上 $VRT ， $GEV ， $GLW ， $LTE ， $AVGO ，还有最重要的Intel $INTC

仓位如何配置，如何深度解读财报季，关注什么样的逻辑和指标

清清楚楚一周前的分析解读后面我一一分析有时间

Tigris 会讲课教授是好老师: http://x.com/i/article/2046101292498792448

$AVGO $GEV $GLW $INTC $LTE $VRT

amit @amitisinvesting · Apr 28

I feel like the people really worried about “buying the dip” today are people that are sitting in majority cash.

I don’t think $AMD is the most amazing dip ever down from $350 to $320 after it went up from $195. Maybe Lisa Su crushes and it gets back up there, but it requires a catalyst now vs the general market momentum that brought all of the semiconductor names up.

I also don’t think $NVDA from $217 to $210 is some huge dip opportunity when it’s up from $165.

But, if you don’t think you will get another opportunity to buy $AMD lower, I can understand rushing to buy in. It’s just the risk could be more skewed vs the reward because again, the name has had a massive run.

$AMKR just demolished earnings but it’s down because it was up 80% YTD into the print.

$MRVL is down 9% but is up 74% YTD.

Same story with $ARM, $CLS, $AVGO, and so many more names.

Maybe you have to nibble if you are only in cash but it seems like one of those days to just chill and not be super greedy given every overbought name is just doing what an overbought name does…which is pullback.

$AMD $AMKR $ARM $AVGO $CLS $MRVL $NVDA

Rocky @Rocky_Bitcoin · Apr 28

最近光模块板块有点回调，不少小伙伴又开始担心了，纷纷建议我们来讲一讲。正好最近 ChatGPT Images 2出来，测试了一下用它做行研分析图，如👇图1，就是用Images 2出的光模块拆解，效果真的不错。

言归正传，我们依旧长期看好光模块领域的核心企业，AI 数据中心的算力战争，早已经从 GPU 打到光子芯片了。🧐

很多人还在死盯着英伟达，殊不知真正的卡脖子环节，早就转移到光互联和光子学这条产业链上了。

我们看看数据就知道了：AI 服务器的功耗从传统的 5-10kW 直接飙升到 100kW+，这些算力怪兽之间的数据传输，靠传统铜线？根本扛不住！光子芯片，才是 #AI 基础设施的下一个必争之地。

我们最近花了不少时间，把整条光子学产业链从头到尾梳理了一遍。从最上游的材料、设备，到中游的激光器、代工厂，再到下游的光模块、网络连接，每个环节的核心标的都扒拉了个遍。

这不是什么概念炒作，是实打实的硬科技赛道，每一层都有明确的投资机会。咱们掰开揉碎了讲，看看这条产业链到底藏着哪些机会：

🔹 第一层：材料与晶圆 - 半导体之基

这是产业链最顶端，主要提供磷化铟、砷化镓这些化合物半导体材料。说白了，没有这些材料，后面啥都别想搞。

• $AXTI (AXT Inc)
垂直整合的衬底供应商，在 InP（光通信激光器专用）市场占据重要地位。这哥们是从源头卡位的玩家。

• $WOLF (Wolfspeed)
虽然主攻碳化硅功率器件，但在氮化镓射频和光电衬底方面也有深厚积淀。多条腿走路。

• $COHR (Coherent)
全球领先的工程材料和光子器件厂商。不仅卖材料，还向下游垂直整合到激光器和模块，这是真正的巨头玩家。

🔹 第二层：制造设备 - 卡脖子环节

光子芯片的制造需要极高精度的光刻和外延生长设备，这可是真正的卡脖子环节。科林研发(LRCX)与应用材料(AMAT）、阿斯麦(ASML）并列，是全球前三大半导体设备商。

• $ASML(阿斯麦)
绝对的霸主，没啥好说的。随着硅光技术向更小纳米节点迈进，ASML 的光刻机是不可或缺的。垄断级别的存在。

• $AMAT (Applied Materials) & $LRCX (Lam Research)
在薄膜沉积、刻蚀等关键工艺上提供设备。2026 年的逻辑很清楚，随着 AI 驱动的晶圆厂扩产，这些设备厂的订单可见度极高。稳稳的。

🔹 第三层：激光器 - 光源引擎

激光器是把电信号转化为光信号的核心心脏，不可或缺的关键要素，妥妥的卖铲子王者。

• $LITE (Lumentum)
提供用于800G到1.6T高速数据传输的磷化铟激光器、EML激光器及光收发器，是NVIDIA和各大超大规模数据中心的核心供应商，市占率高达80%。在云数据中心和电信网络的高性能激光器领域极具竞争力。大厂背书，靠谱。

• $SMTC (Semtech)
专精于高性能模拟、混合信号集成电路、物联网系统及云端连接服务。尤其在激光驱动芯片和 CDR领域优势明显，是信号调理环节的关键。虽然不是最性感的环节，但不可或缺。

🔹 第四层：代工厂 - 制造产能

有了设计和材料，谁来生产？代工厂就是把图纸变成芯片的关键环节。

• $TSM (台积电)
正在积极布局 CPO（共封装光学）技术。台积电的 COWAS 封装技术与硅光技术的结合，是未来 AI 算力卡的标配。龙头就是龙头。

• $TSEM (Tower Semiconductor)
总部位于以色列，专门从事模拟和混合信号制造，在硅光代工领域有先发优势，是很多初创光子设计公司的首选。小而美。

🔹 第五层：测试、检测与封装 - 质量守门员

光子芯片出厂前，必须经过严格的测试和检测，这一环节直接决定良品率。

• $AEHR (Aehr Test Systems)
目前的明星股！核心逻辑是光子芯片，尤其是激光器在出厂前需要长时间的"老化测试"。随着硅光芯片上量，AEHR 的晶圆级测试设备需求呈指数级增长。这是今年的大黑马。

• $ONTO (Onto Innovation)
专注于微电子器件、逻辑芯片、DRAM 内存以及先进封装领域提供高性能的过程控制量测、缺陷检测、光刻技术和数据分析系统，提供自动光学检测，在异构集成封装检测中不可或缺。稳健型选手。

🔹 第六层：光学模块 - 系统的物理表现

这一层是把光芯片、电芯片、光纤连接器整合在一起的"黑盒子"，也是最接近终端应用的环节。

• $AAOI (Applied Optoelectronics)
随着数据中心向 800G/1.6T 演进，AAOI 作为具有自主激光器产能的模块厂商，成本优势和产能弹性都很明显。高弹性标的。

• $GLW (Corning)
康宁是光纤之王。无论芯片怎么变，最终光信号还是要通过康宁的光纤进行传输。躺赢的存在。

🔹 第七层：网络连接 - 价值兑现终点

这是整条产业链的最后一环，也是价值兑现的终点。所有的技术最终都要在网络设备上体现出来。

• $AVGO (Broadcom)
光子学领域的终极 Boss！博通不仅拥有全球最强的交换芯片，还通过集成硅光技术CPO直接将光接口做进芯片里。同时也是ASIC定制芯片的龙头企业，是谷歌TPU的核心合作伙伴。属于真正的王者。

• $ANET (Arista Networks)
AI 数据中心网络架构的领导者，是光模块的最大采购方和应用场景定义者。需求端的话事人。

• $MRVL (Marvell)
在光互联 DSP 领域与博通双头垄断，其 PAM4 DSP 芯片是 800G 光模块的标配。技术壁垒很高。

总结来说，光子学这条产业链，不是什么遥远的未来技术，而是正在发生的现在进行时。AI 算力的爆发，已经把光互联从"可选项"变成了"刚需"。

从材料到设备，从激光器到封装，从光模块到网络连接，每一层都有明确的赢家和清晰的投资逻辑。我个人策略很简单，一旦光模块板块出现回调，逢低买入是一个好机会！

这份清单里面：
• 有稳健的行业巨头（ASML、台积电、博通）
• 有高弹性的成长标的（AEHR、TSEM、AAOI）

我们不需要全买，但至少要知道这条产业链的关键环节在哪里，钱流向了谁。

AI 的下半场，不只是 GPU 的游戏，光子学才是真正的物理层卡位战。布局正当时，等风来。DYOR🙏

目前上述提及的公司在 #MSX 上面基本都有，炒美股，我选择用 #RWA 美股代币化平台 #MSX，一同投资参与美股市场：http://msx.com/?code=Vu2v44

早期美股投资粉丝和伙伴，可以私信我，填写表单后，可免费进入美股交流和探讨社群(目前每周仅限定10人，助理审核，可能需要一点时间，感恩🙏)！

Rocky: 很多人炒 AI，眼里只有英伟达！

涨了追，跌了慌，最后发现自己就是在坐过山车。其实真正聪明的钱，早就开始布局 AI 的物理层了。

什么叫物理层？就是那些给 #AI 芯片提供电、散热、连接、封装的公司。英伟达再牛，也得靠这些'卖铲子'的公司来支撑整个生态。

我们看看数据就知道了：
• AI

$AAOI $AEHR $AMAT $ANET $ASML $AVGO $AXTI $COHR $GLW $LITE $LRCX $MRVL $ONTO $SMTC $TSEM $TSM $WOLF

Balder @Balder13946731 · Apr 20

目前又有很多人指出， $GOOG 的新订单其实指给了 $AVGO 并非 $MRVL

其实在Google Cloud， $GOOG 公布之前，外面没人能知道。🤤我们可以尝试一下能不能从内部挖出一些蛛丝马迹。

Jukan: I genuinely didn’t know this. According to TrendForce, SoftBank’s ASIC project Izanagi was awarded to $AVGO, not $MRVL.

$AVGO $GOOG $MRVL

Balder @Balder13946731 · Apr 20

在Cloud Next （4/22） $GOOG 将宣布新的芯片。

$AVGO $MRVL

Evan: Google $GOOGL will reportedly announce its new generation of custom-designed AI chips, known as TPUs, at the Google Cloud Next event this week - Bloomberg

$AVGO $GOOG $GOOGL $MRVL

Balder @Balder13946731 · Apr 19

$MRVL 看起来很有前途，和 $GOOG 合作开发两款ASIC芯片。以后我们可以不用 $AVGO 侧击 $GOOG 了，改用 $MRVL.

Jukan: THE INFORMATION: GOOGLE IS DESIGNING TWO ASICS WITH MARVELL

THE INFORMATION: ONE IS A MEMORY PROCESSING UNIT DESIGNED TO WORK ALONGSIDE GOOGLE’S TENSOR PROCESSING UNITS (TPUS), AND THE OTHER IS A NEW TPU OPTIMIZED FOR RUNNING AI MODELS.

$MRVL

$AVGO $GOOG $MRVL

Balder @Balder13946731 · Apr 19

$MRVL 看起来很有前途，和 $GOOG 合作开发两款ASIC芯片。以后我们可以不用 $AVGO 侧击 $GOOG 了，改用 $MRVL.

Jukan: THE INFORMATION: GOOGLE IS DESIGNING TWO ASICS WITH MARVELL

THE INFORMATION: ONE IS A MEMORY PROCESSING UNIT DESIGNED TO WORK ALONGSIDE GOOGLE’S TENSOR PROCESSING UNITS (TPUS), AND THE OTHER IS A NEW TPU OPTIMIZED FOR RUNNING AI MODELS.

$MRVL

$AVGO $GOOG $MRVL

amit @amitisinvesting · Apr 16

Today was a pretty crazy day for the stock market.

How are people feeling? Too much too quickly? Coiled spring that was ready to burst?

Best 12-day stretch since 2009. It has legitimately been an incredible move from the March 30th lows.

From the data I’ve seen, it doesn’t seem like retail went crazy buying the dip. Last year in March/April, retail bought $80B of stocks.

There was a structural shift of stocks from institutions to retail in those two months and because of the V shape, institutions had to come back snd chase at much higher prices which caused the next 6-month rally.

This time, it seems like retail did buy, but NOT at the “im going all in” type of levels we saw last year. The reason for this was because many people simply didn’t know when or if this war would come to an end.

Now it seems like shorts are covering hard as we had the largest short float in a decade on tech AND net new money is coming off the sidelines into the most incredible companies in the world (Mag 7) that still trade at low (not as low anymore) multiples.

This is allowing other sectors like Fintech, SaaS, etc. to continue to run again as well. The idea of the war being over is what the market cared about and has now begun to price in that reality, just in time for Q1 earnings.

My personal buys:

- $35K in retirement account allocated the day after the ceasefire was announced in $PLTR $HOOD $AVGO $GOOGL $NVDA $RKLB $TSLA $GRAB $META $ORCL.

- I did put in $2500 on March 30th for the best prices but it just wasn’t a ton of money that day which ended up being the bottom for now.

- $RKLB $PLTR $ORCL were my main dip buys in my brokerage. $RKLB at around $67, $PLTR and $ORCL during the SaaS selloff with $PLTR around $125 and $ORCL $137.

But, I did not go “all in” during this dip and still have more to allocate. Last year, I pretty much went all in and I think many other retail investors did as well.

How are people feeling? Did you buy heavy?

Are you doubtful here? Where do you think we go from here?

$AVGO $GOOGL $GRAB $HOOD $META $NVDA $ORCL $PLTR $RKLB $TSLA