The Full Ledger

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Page 436

Is Broadcom the Best Chip Stock to Own Now? Maybe

Broadcom sits at a tollbooth on the AI buildout, and one look at its order book raises a question worth asking: why are so many chip investors still looking elsewhere?

Alex Sirois · 2 months ago

AMD Is Focused Correctly So I Continue Loading Up

Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never stops, and one chipmaker is quietly positioning itself to own that side of the…

Alex Sirois · 2 months ago

How Tactical Buyers Should Play Costco Today

Costco has compounded its membership base, its warehouses, and its earnings at an impressive clip, yet the stock has gone nowhere for a year while the broader market climbed 21%. The question worth sitting…

Alex Sirois · 2 months ago