Two weeks ago I announced I'd be investing $500,000 of my own money in public on 24/7 Wall St's 'AI Investor Podcast.' Check out the thread below if you want to follow along! $NVDA $TSM $SNPS $COHR

We'll add shares of Credo $CRDO to our $500,000 AI Portfolio on 24/7 Wall St. in the next 24 hours.

Last Friday we announced $AVGO would be the 6th stock in our AI Portfolio. More details below 👇

Congrats to those who bought $CRDO after we added it to the AI Portfolio - huge move today after a massive step up in demand next quarter.

$AVGO now up ~14% after reporting. I think some of the long-term commentary from this call could go down as one of the more eventful earnings calls you'll see. It's all below in the live blog if you own Broadcom.

Why $AVGO closed up 4.4% AH: - $META said servers with MTIA inference ASICs (developed with Broadcom) will replace some end-of-life GPU servers this year, and that (in line with prior Zuck comments) an MTIA ASIC due in 2026 will also handle some (though not all) of Meta's

Both Meta and Google accelerating AI spend waaaay ahead of where expectations were a month ago

I'll be giving a presentation on AI developments at Investicon - it's this August in Dublin (same time as the College Football Kickoff Game). Details are in the link below!