我差一点点就错过了 Broadcom。
I missed Broadcom by a hair.
还有 Broadcom，AVGO。这一只我也错过了。它确实涨了一些。
and uh broadcast uh Broadcom AVgo. Uh I missed that too. It did shoot up a bit.
还有 ARM 与 Broadcom 和 Qualcomm 展开合作。
You've also uh uh got ARM partnering with Broadcom and Qualcomm.
Broadcom，老兄，它正好在 355 这条线上。它已经重新站上 355，但在我看来，这才是下一个大机会。这才是你真正想要的那一个。我不持有 Broadcom。
Broadcom, dude, it it is right on the 355 line. It's recaptured 355, but this is the next boomer right here in my opinion. This is the next one you really want I don't own Broadcom.
Broadcom低于你上周说的35、345这个价格。没错。我一直在看这个，但我昨天买的是SpaceX。很多人说，你干嘛那么做？我认为Broadcom，随着他们现在拿到的订单量，局面真的要变了。
但我不喜欢的一点，也是我没进场的原因，是没有买入信号，趋势向下。好吧，我在等这东西转向，我的指标会在它们转向时给我提醒。那时它才会引起我的注意。我们也进入更近的时间框架看看。看看4小时图。
看它是否讲出不同的画面。并没有。趋势仍然向下。所以，我等待。我不去接飞刀。
Broadcom below your 35 345 price from last week. Exactly. I've been looking at this, but I bought SpaceX yesterday instead. Uh, a lot of people are saying, "Why' you do that?" Um, I think Broadcom, the game is really about to change for them with the amount of orders that they're getting right now.
But what I don't like, and the reason I'm not in, is no buy signals and trend down. Okay, I'm waiting for this thing to turn around and I've got indicators give me alerts when they do turn.
Then it gets my attention. Let's go into a closer time frame, too. Let's check out the 4our. See if it tells a different picture. It doesn't. Still trend is down. So, therefore, I wait. I don't catch a falling knife.
接下来看 AVGO 的图表，情况相当类似，不过 AVGO 实际上正在跌破其平行通道的底部。可以看到，这条平行通道自2024年12月以来一直压制着价格，只是今年3月曾短暂地小幅跌破其下方。
Uh next up on the chart of AVGO pretty similar scenario uh on AVGO but AVGO in fact is breaking the bottom of its parallel channel. You can see this parallel channel has hold has had held price back since December of 2024 with a little bit of a dip underneath it just briefly here in March of this year.
博通，一家芯片公司，市值达到1.74万亿美元。
Broadcom, a chip company, has a market cap of $1.74 trillion.
现在，AMD和博通的利润将在2028年或2029年达到顶峰。与其他公司相比，这些公司还处于早期阶段。这些公司已经开始赚很多钱了，对吧？所以它们的利润也会很快达到最高水平。AMD、博通，这些公司的利润将在2028年或2029年达到顶峰，然后，这就是为什么我认为这些股票，我认为，都已经见顶或将在未来六个月内见顶，对吧？
对于这些公司，我认为它们的股价可能会在27年见顶，或者如果非常高的话，在28年见顶，因为它们的股价远在利润见顶之前就见顶了。
Now, AMD and Broadcom's profits will peak in 2028 or 2029. These companies are in the early stages compared to other companies. These are the companies that have already started making a lot of money, right?
And so their profits will also reach their highest level quickly. AMD, Broadcom, these will peak in 2028 or 2029, and then, you know, that's why I think these stocks, I think, have all peaked or will peak in the next six months, right?
And for these companies, I think their stock prices will probably peak in '27 or, if very high, in '28, because their stock prices peak long before profits peak.
暂无中文转述，仅英文原句可核对。
Here's a great example . Okay, I can scroll down to show you . These are some of the names in the SOXX fund: AMD, Micron, Nvidia and Broadcom are strong names. I love those names.
I've owned them for a very long time and I'll continue to own them for a very long time .
Broadcom在这个价位上听起来是个有意思的名字。
Broadcom is a name that sounds interesting at these levels.
ARM 还与 Broadcom 和 Qualcomm 合作，并拥有广泛的合作伙伴关系。
ARM also collaborates with Broadcom and Qualcomm, and has extensive partnerships.
总之，Broadcom，我的朋友，它的股价大约在 355。Broadcom 已从那个水平回升，但在我看来，它是下一个大热门。那才是你真正应该关注的股票。
Anyway, Broadcom, my friend, its stock price is around 355. Broadcom has recovered from that level, but in my opinion, it's the next big thing. That's the stock you should really focus on.
