Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content | Substack - https://xitter.cf/t.co/fS1UMaMssA
Seattle, WA
Joined April 2009
- Tweets80.3K
- Following969
- Followers116K
- Likes127K
$NU Monness, Crespi, Hardt Initiation, Buy, PT $20
The firm told buyers they get to buy into a macro dislocation tied to the Lula/Bolsonaro runoff, and argued that regardless of who wins the Brazilian presidency, this is a roughly 30% ROE franchise trading at about 13x its FY27E EPS of $1.18, which sits 2% above the Street, with its FY28E estimate 5% above the Street. It said credit is seasoning better than the system, that Copom easing helps borrowers more than net interest income, that Mexico now lends as a bank, and that Monzo is off the table.
$META PT Raised to $950 from $750 at Mizuho
Shares may struggle to work meaningfully into a potential equity raise in early 2027, with somewhat of a cost overhang, but we broadly believe long-term investors should feel considerably better on fundamentals and Muse monetization, which appears to be on pace to scale faster than previous product cycles.
Tigress Financial on $AVGO
We initiate coverage of Broadcom with a Buy rating and a 12-month target price of $600, as its AI infrastructure leadership, custom silicon growth, and high-margin software platform drive a powerful multi-year growth opportunity. Broadcom's leadership in custom AI silicon, high-performance networking, and enterprise infrastructure software positions it to capture expanding global technology investment. Broadcom's explosive AI semiconductor growth, expanding hyperscaler partnerships, and exceptional profitability reinforce our bullish long-term outlook. Broadcom's expanding leadership in custom AI accelerators and multigenerational hyperscaler partnerships are creating exceptional opportunities for sustained revenue and Economic Profit acceleration. Custom AI accelerator leadership positions Broadcom as an essential technology partner to the world's largest AI Developers. Accelerating AI inference and agentic computing demand expands Broadcom's multiyear infrastructure growth opportunity. High-speed networking and optical connectivity position Broadcom to capitalize on the AI networking supercycle. VMware's expanding private AI cloud platform and high-margin recurring revenue are driving higher profitability and capital efficiency. Advanced packaging, optical innovation, and expanding manufacturing capacity strengthen Broadcom's ability to scale AI growth. Cybersecurity, enterprise automation, and mission-critical software deepen Broadcom's competitive advantages and enterprise market leadership. Broadcom's accelerating AI investments, expanding cash generation, and increasing shareholder returns reinforce significant long-term value creation potential.