InvestmentGuru
Private Post
Get access to all contentUnlock private posts and exclusive community discussions.Sign up
InvestmentGuru
Long-term investor focused on disruptive innovation | AI • Space • Robotics • Biotech | Seeking asymmetric opportunities through patience & compounding. I share knowledge and research, not financial advice. All trading decisions are yours. Buying and selling involve risk. DYOR. 🇨🇦
173Posts
20Comments
34%Best ROI
Joined on 20th July 2026
CANADA
Weekend Market update.
Hopefully everyone is enjoying the weekend. Please read this carefully 🙏
We have a critical week ahead with PCE, the Jobs Report, $MU earnings and $NKE earnings. Despite the macro environment not being very supportive, I’m still maintaining a slightly bullish view on the market.
Earnings, AI developments and continued AI infrastructure spending are keeping money flowing into the market. So far, many of the red days have continued to act as buying opportunities, but I still don’t want to chase strength or ignore the macro risks.
Trump has also scheduled an AI meeting next week, so we could see additional headlines and potential moves around AI.
At the same time, companies like $NVDA, $AMD, $MU and the major hyperscalers continue to commit significant capital toward AI infrastructure. The bottleneck remains real, and I don’t see AI development slowing down anytime soon. In my view, compute demand could grow enormously over the coming months and years.
I believe we still
$AVGO - THE LONG HOLD Why Broadcom Is the Next Core Position
Broadcom is no longer a diversified chip company with an AI kicker — it is the toll booth on custom Al silicon and Al networking, with a software annuity attached. AI semiconductor revenue is tripling, the order book...
