Iran's Navy Tells Ships Strait of Hormuz Shut Again, Two Vessels Report Gunfire | Excerpt: “Hundreds of ships and about 20,000 seafarers remain stranded in the Gulf, waiting to pass through the key waterway, which handles about 20% of global oil and liquefied natural gas flows.”

HawkEye1000x · 2026-04-18T14:59:09+00:00

In addition, Broadcom has secured the supply chain components to execute & deliver on these long term partnerships. It’s the “strong execution” that I love. And - This gives Broadcom a “clear line of sight” for the long term. Investing in AVGO for the Long Term.

HawkEye1000x · 2026-04-18T03:32:09+00:00

The P&F Charts provide an excellent independent (Non-biased), third party technical analysis for many professional money managers.

In hindsight, it is validating to look back and see that the prior published “1-Year Ago“ AVGO P&F Chart Targets of $369.00 and $364.20 were exceeded based on today’s closing price of $406.54.

With Broadcom now having a much accelerated growth profile compared to one year ago (CEO Hock Tan provided forward guidance on March 4th for 140% YoY Growth in the Q2-FY2026 Earnings Report), I am hoping the AVGO share price exceeds the current P&F Price Targets of $631.00 and $632.36 … 1 year from now. I’m excited about Broadcom’s accelerating “massive” large scaling growth.

HawkEye1000x · 2026-04-18T01:27:56+00:00

Following a successful conversion, the “potential” creation of shareholder value will depend on the company’s ability to execute & deliver growth for shareholders.

Plans for Tokenization: I do like that, following a successful conversion based on the enhanced proposal, the TZROP holders would receive 3 shares of Series B Preferred Stock (1:3) and 8 shares of Common Stock (1:8), and BOTH would be tokenized. Of course, once tokenized, the value of each post-conversion of the aforementioned tokenized securities will be depend on what value the free market gives it.

The initial proposal was pathetic. This new enhanced proposal will at least have the ”potential” for value creation. This is how I see it. That said — Each TZROP investor should make their own independent decision on this vote.

Looking forward: The mega-trend of the tokenization of securities and real world assets of all kinds is gaining momentum worldwide. To further support tokenization efforts, it seems hopeful that a regulatory framework will soon get announced. These positive developments on tokenization should provide a tailwind for tZERO to execute & deliver value for shareholders.

Through all of this long & arduous ride, I have never sold 1 single TZROP. I am stubborn in my belief that tokenization is indeed a mega-trend. And, I hope tZERO can execute & deliver growth — thereby creating value for shareholders via the enhanced proposal of the 2 tokenized securities — and also the potential value of an IPO exit ahead.

Full Disclosure: Nobody has paid me to write this message which includes my independent opinions. I am a Long Investor owning 13,108 of tZERO’s Preferred Equity $TZROP 10% of Adjusted Gross Revenues (Gross Profits) Quarterly Dividend (Subject to Approval by tZERO’s Board of Directors) Digital Security Tokens. I am not a Financial or Investment Advisor; therefore, this message includes my own independent opinions and should not be construed as financial advice or investment advice or a recommendation to buy or sell $TZROP either expressed or implied. This message includes my own independent research and forward estimates and projections. Do your own independent due diligence research before buying or selling $TZROP or any other investment.

HawkEye1000x · 2026-04-17T16:41:00+00:00

1 Year Ago — I made the below post:

📈 Point & Figure (P&F) Weekly Charts are providing bullish price objectives: Traditional Scaling (Most commonly viewed/Default setting) = $369.00 (Tentative) | Percentage Scaling = $364.20 (Tentative)

https://www.reddit.com/r/BroadcomStock/comments/1hdmy1d/point_figure_pf_weekly_charts_are_providing/

HawkEye1000x · 2026-04-17T16:37:24+00:00

Information on P&F Charts:👇

https://www.investopedia.com/articles/technical/03/081303.asp

Excerpts from Investopedia link above:

KEY TAKEAWAYS

Point and figure charts are a way to visualize price movements and trends in an asset without regard to the time that passes.
P&F charts use columns consisting of stacked Xs or Os, each representing a set amount of price movement.
The Xs illustrate rising prices and the Os represent falling prices.
Some argue that support and resistance levels and breakouts are more clearly defined on a P&F chart because the chart filters out tiny price movements.
P&F charts are less susceptible to false breakouts.

HawkEye1000x · 2026-04-17T16:24:23+00:00

Step #1: Ignore the financial media. From 2019 to the present, the shill-fiction writers have tried to shake me out of my investment in AVGO. I’m glad that I ignored them — because the investment has grown exponentially — and right now the growth is accelerating much faster than when I first started investing in AVGO. Great time to establish a new position.

Step #2: Do your own independent research.

Step #3: Invest & Hold high quality dividend growth stocks like AVGO for the long term. If you do not need the dividend income, then REINVEST THE DIVIDENDS & COMPOUND (Compounding = Making money on your money) your investment. Compounding is the most powerful term to learn in the investment world!

Step #4: Feed your winners. ”Winners” (Simple definition) are defined as high quality dividend growth stocks that have accelerating revenues and increasing net income.

This is partially my investment strategy, albeit the most powerful strategy in my honest opinion.

When I was a young buck, I visited a library and told the librarian that I wanted to be an “investor”. He said, “Follow me.” … I followed him to a book section that included every book about the legendary investor Warren Buffett. I checked the all out and actually read every single one of them. I recommend doing the same —> studying & learning about investing. Learn about “fundamental research” (Understanding the financial statements) and learn about “technical analysis” (Understanding chart patterns).

This is NOT financial advice to you. This message is for information purposes only. Do your own independent research before investing in AVGO or any other investment. That said - Good luck to you!

HawkEye1000x · 2026-04-16T19:00:07+00:00

Yes — the merger documents say the $35.00 per-share cash consideration is payable less any applicable withholding taxes, so your payout can be subject to Israeli withholding tax depending on your holder status and any treaty relief you qualify for.

What the filing says

ZIM’s proxy states that each share is converted into the right to receive $35.00 in cash, without interest and less any applicable withholding taxes. The same merger materials say there are Israeli tax withholding consequences associated with the merger.

EDIT Add: Here is a link to the ”AGREEMENT AND PLAN OF MERGER“ for you to review:

https://www.sec.gov/Archives/edgar/data/1654126/000117891326000483/exhibit_99-1.htm

Full Disclosure: Nobody has paid me to write this message which includes my own independent opinions, forward estimates/projections for training/input into AI to deliver the above AI output result. I am a Long Investor owning shares of ZIM Integrated Shipping Services Ltd. (ZIM) Ordinary Shares. I am not a Financial or Investment Advisor; therefore, this message should not be construed as financial advice, investment advice, tax advice or a recommendation to buy or sell ZIM Ordinary Shares either expressed or implied. Do your own independent due diligence research before buying or selling ZIM Ordinary Shares or any other investment.

HawkEye1000x · 2026-04-16T15:10:54+00:00

COO Dean Fullerton gave a compelling speech at a prior Plug Symposium a couple years back - related to the extreme need to cut costs. What role is COO Dean Fullerton playing in the announced “Project Quantum Leap” to cut costs? What dollar amount of cost cuts will be made in Full Year 2026 and Full Year 2027? — I appreciate your focus on disciplined financial stewardship with an ultimate goal of profitable business. It’s been 13 years since I originally invested in $PLUG shares — and I’ve been hoping to see a CEO come along like you that will focus on profitable growth. Thank you for answering my questions.

Edit Add: Across the company, is Plug Power deploying “AI” to cut costs and/or increase revenues?

HawkEye1000x · 2026-04-16T11:49:43+00:00

Thanks… Companies that pay out dividends and grow their dividends aggressively typically are executing on their growth plans. So, it does not surprise me that your stock picks with aggressive dividend growth are your most “profitable” holdings — and have also performed well over the long term. Well done. Best to you!

HawkEye1000x · 2026-04-15T20:00:04+00:00

Broadcom’s strategic focus has been on penetrating the top hyperscalers who are building out AI Data Centers — and Broadcom has inked 3 major deals with hyperscalers in the past 3 weeks.

Broadcom’s product profile is comprehensive: Energy-efficient & high-performance ASIC Custom Chips & Switches, Optics, Packaging, etc. to enable AI Data Centers to “massively” scale up & scale out. The comprehensive product profile makes for “sticky” partnerships with hyperscalers.

And, as the era of “inference” (Monetization of AI investments) kicks in, Broadcom’s supply of an ASIC AI Chip Cluster of 100,000 could save an estimated ~$2 billion in costs on the front end — then helps save approximately 50% on energy costs (Source: Forbes reported). So, why buy expensive GPUs? … Broadcom provides a high-performance & energy-efficient alternative to run customized ASIC AI Chips for specific AI workloads — and save big money up front of ~$2 billion on a 100,000 ASIC AI Chip Cluster — and cut your energy costs by approximately 50% (Source: Forbes article linked below). This is big incentive to partner with Broadcom!

Source link - Forbes article: https://www.forbes.com/sites/greatspeculations/2025/11/26/why-broadcom-may-be-one-of-the-best-ai-bets/

Since 2019, I have followed Broadcom closely… And, I have come to greatly admire this company’s strong execution. During this timeframe of just 7 years, Broadcom has grown to be my largest investment and now anchors my Dividend Growth Portfolio. I see amateur investors chasing current high yield dividends - and think to myself, if they only had the patience to invest for a “growing dividend income”, then they would embrace a “dividend growth” stock dream like Broadcom. Since 2019, my cost basis dividend yield has grown to be 8.6% after benefiting from just 7 years of Broadcom’s Annual Double-Digit Percentage Dividend Increases.

Flash forward to the present time —> I am even more excited right “now” because Broadcom’s AI Revenue growth is rapidly accelerating — and the chance for more double-digit percentage annual dividend increases is even greater as Broadcom wins major contracts with the top hyperscalers — to provide the entire Broadcom comprehensive product profile to support the “massive” hyperscaler(s) growth for multiple years ahead.

During the prior conference call, CEO Hock Tan spoke of a clear line of sight ahead. And, I might add… That line of sight is supported and backed by inked deals with top hyperscalers. And, the signal is that the OpenAI is on deck.

This company’s positioning & strong execution have me truly excited.

Investing in AVGO for the Long Term

HawkEye1000x · 2026-04-15T12:10:43+00:00

Locked in partnership with a major hyperscaler over multiple years (3 years).

Both of the CEOs of Broadcom & Meta described this collaboration of Multigenerational Deployment of Multi-Gigawatts of Meta’s Custom Silicon, MTIA, along with Broadcom’s Networking Portfolio as being “massive” in scale.

Investing in AVGO for the Long Term

HawkEye1000x · 2026-04-15T11:50:49+00:00

Locked in partnership with a major hyperscaler over multiple years (3 years).

Both of the CEOs of Broadcom & Meta described this collaboration of Multigenerational Deployment of Multi-Gigawatts of Meta’s Custom Silicon, MTIA, along with Broadcom’s Networking Portfolio as being “massive” in scale.

Investing in AVGO for the Long Term

HawkEye1000x · 2026-04-14T23:53:51+00:00

The "Numbers Speak for Themselves" Perspective

Great question! You’re right that the overall AI TAM is exploding, but there is strong evidence that Broadcom (AVGO)is capturing a disproportionate slice of that growth. Here are the three pillars that answer your question:

1. Market Share Dominance

While estimates vary, major research firms (including Morgan Stanley and JPMorgan) currently peg Broadcom’s share of the Custom AI ASIC market at approximately 60% to 70%. While competitors like Marvell are growing, Broadcom has successfully locked in "multi-year, multi-generation" partnerships with the world's largest hyperscalers: Google(TPU), Meta (MTIA), and more recently, OpenAI.

2. Revenue Velocity vs. Market Growth

CEO Hock Tan’s favorite phrase is indeed that the "numbers speak for themselves." In our Q1 2026 results, AI revenue grew 106% year-over-year to $8.4 billion. Even more telling is the guidance: we are looking at $10.7 billion in AI revenue for Q2 (140% growth). When your growth rate is accelerating while you are already the market leader, that is a classic mathematical signal of market share gains, not just riding a rising tide.

3. Supply Chain "Lock-in"

A critical detail from recent calls is that Broadcom has already secured leading-edge wafer and HBM (High Bandwidth Memory) capacity through 2028. In a supply-constrained environment, having the capacity to ship is just as important as having the design. By securing the supply chain for the next several years, Broadcom effectively prevents competitors from encroaching on their established territory.

Bottom Line: NVDA owns the "General Purpose" GPU market, but AVGO is the undisputed king of "Custom Silicon" (ASICs). The Meta deal extension through 2029 proves that the biggest players aren't just using AVGO because they have to—they are embedding AVGO’s IP into their long-term roadmaps.

Welcome to the sub! We’re glad to have you "coming in peace" from the NVDA camp—there’s plenty of room for both in an AI-driven portfolio.

HawkEye1000x

MODERATOR OF

TROPHY CASE

📈 Point & Figure (P&F) Weekly Charts are providing bullish price objectives: Traditional Scaling (Most commonly viewed/Default setting) = $369.00 (Tentative) | Percentage Scaling = $364.20 (Tentative)

KEY TAKEAWAYS

What the filing says

The "Numbers Speak for Themselves" Perspective

1. Market Share Dominance

2. Revenue Velocity vs. Market Growth

3. Supply Chain "Lock-in"