6/11/24 - vrockstar - $avgo. in a similar vein as the 
AAPL call being used to "take profits" on 
NVDA - and that's worked great today (go read that note i wrote on friday for context if interested on AAPL)... i think there will be a semi diversification down the not-NVDA-but-next-in-line semis. the only obvious second is $avgo. not 
AMD (sorry), not 
ARM that's going to deliver in a year (lol btw). so at 30x for growing EPS at 20+% CAGR in the coming 2Y... that's 1.5x PEG which is honestly "cheap" for where we are in the nosebleed seats. I think this is the best potential beta esp if we get a positive fed-lets-see-tmr. it has the added kicker of good results that can float a higher low if we go south on macro risk. and it can put in higher highs if we have a macro tide helping and results look good.
chatter about a split too. lol. lego.
i'm long.
AAPL call being used to "take profits" on NVDA - and that's worked great today (go read that note i wrote on friday for context if interested on AAPL)... i think there will be a semi diversification down the not-NVDA-but-next-in-line semis. the only obvious second is $avgo. not AMD (sorry), not ARM that's going to deliver in a year (lol btw). so at 30x for growing EPS at 20+% CAGR in the coming 2Y... that's 1.5x PEG which is honestly "cheap" for where we are in the nosebleed seats. I think this is the best potential beta esp if we get a positive fed-lets-see-tmr. it has the added kicker of good results that can float a higher low if we go south on macro risk. and it can put in higher highs if we have a macro tide helping and results look good. chatter about a split too. lol. lego.
i'm long.
ノート
beat, raise, split.lol :)
enjoy my fam. pour one out for the bears. RIP.
V
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