Aug. 28 at 8:14 AM
$AVGO $APP $NBIS $BMNR $HOOD Broadcom benefits from AI networking and custom silicon, AppLovin benefits from AI-driven advertising optimization, Nebius benefits from AI-cloud infrastructure, BMNR remains highly crypto-sensitive, and Robinhood benefits from trading and crypto activity. I'm watching AI capex, ad monetization, data-center demand, Bitcoin prices, and trading volumes.