Mo3/oxO ❇️

Commentary: Broadcom up 2.9% after hours on the expanded Meta partnership. This is one of the cleanest validations of my AVGO thesis I could have asked for. The deal commits to multi-gigawatts of MTIA deployment through 2029, which means Meta has chosen custom silicon plus Ethernet fabric as the backbone of its "personal superintelligence" buildout rather than buying it off the shelf. AVGO's moat has always been the pairing of custom accelerator design with networking at rack scale. Meta just signed up for both for three more years. The detail that tells you how material this is: Hock Tan stepping off Meta's board into an advisor role is the governance cleanup you only do when the dollar amounts stop being advisor-scale. AVGO is a 7.3% position in the book and the Apr 22 to May 2 hyperscaler earnings stretch is where this kind of commitment starts showing up in the numbers.

$QUBT Lotto Alert ONLY for High-Risk Traders This is NOT safe trade. Doesn't matter we did 400% last time..These can go to zero. I am taking a lotto position in: $QUBT $8.50 Calls – Expiring APRIL 17– Fill at $0.01 Read every word below before even thinking of touching this: This is a MAX-RISK lotto, Assume a 100% loss unless the squeeze ignition triggers. OTM contracts this far out will not move unless price reclaims key levels AND spreads tighten.

Interesting take on $HAL shifting from oil cyclical to structural PetroAI infrastructure play. Their VoltaGrid partnership for 400 MW modular gas power systems targeting data centers (delivery 2028) directly ties into surging AI power demand—US data centers projected to drive record electricity use in 2026-27. Iran tensions have spiked capex via supply risks, sustaining services activity even if oil averages $80+ Brent this year. Analysts still price it cyclically (avg target ~$36), but the energy-compute convergence angle has legs if hyperscalers keep locking in reliable supply. Worth watching the execution.

Master bedroom 95% done