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@GVDInvestor "Im going to start a new series while I build out the database. We are doing deep dive comparisons between companies. Vote for which you want to see: $RKLB vs $ASTS $NVDA vs $AMD $MU vs $ASML $GOOG vs $AMZN $HIMS vs $NVO $EL vs $ELF Any others you would like vote below 👇"
X Link @GVDInvestor 2025-09-26T23:40Z 1230 followers, XXX engagements

"Todays buys Just DCA down on $ACHR Also DCA down on $FUBO in the money calls for 2027. Bullish on both. $ACHR expanding military drone program is going to be a major boon. $FUBO merging with $DIS is going to make me rich - assuming merger happens"
X Link @GVDInvestor 2025-08-25T19:04Z 1233 followers, XXX engagements

"3/ Products & market edge. Arista $ANET: All about client-to-cloudAI networking zero-touch ops acquisitions like VeloCloud SD-WAN from Broadcom in July '25 for branch boosts. Strengths: Agile software (EOS) hyperscaler love (50% rev from them) Ethernet for AI. Weaknesses: Narrower focus chip reliant (uses Broadcom silicon)"
X Link @GVDInvestor 2025-10-14T17:30Z 1230 followers, XXX engagements

"6/ Future outlook. AI's explodingEthernet wins mean Arista $ANET could snag bigger market share in data centers. Broadcom's $AVGO custom chips keep it diversified less vulnerable. 2025 rev forecasts: Arista eyeing $8.75B growth. Broadcom's scale + dividends appeal to conservatives Who's your pick for the next leg up"
X Link @GVDInvestor 2025-10-14T17:30Z 1233 followers, XXX engagements

"5/ Stock Performance . Arista $ANET: YTD up XX% 5-yr monster XXX% vs. S&P's 91%. Broadcom $AVGO: YTD XX% 5-yr 822%. Arista's Q2 blowout signals AI demand boosting Broadcom as supplier. But Arista's valuation creeping upanalysts avg target $XXX. Broadcom's $381"
X Link @GVDInvestor 2025-10-14T17:30Z 1233 followers, XXX engagements

"📅 Earnings This Week Mon: $FAST Tue: $JPM $JNJ $GS $WFC $BLK $C $DPZ Wed: $ASML $BAC $MS $ABT $PGR $UAL $KMI $LVS $PLD Thu: $TSM $SCHW Fri: $AXP $SLB $STT $TFC Banks kick off the season; watch AI capex via $ASML & $TSM. 🔔"
X Link @GVDInvestor 2025-10-13T13:25Z 1233 followers, XXX engagements

"7/ Verdict: Arista $ANET for high-growth AI bets (if you stomach volatility) Broadcom $AVGO for steady empire-building. Both riding AI waves but Arista feels hungrier. What do you thinkArista underrated or Broadcom unstoppable Reply below Next up: More titans. Follow for the series. #Stocks"
X Link @GVDInvestor 2025-10-14T17:30Z 1233 followers, XXX engagements

"2/ Financial showdown (as of Oct 2025). Arista $ANET: Market cap $178B revenue TTM $7.95B net income $3.25B EPS $XXXX. Trailing P/E XXXX forward 44.1no dividend Broadcom $AVGO: Market cap $1.64T cap revenue $59.93B net income $18.81B EPS $XXXX. Trailing P/E XXXX forward XXXX yields XXXX% div Arista's leaner growing fast (Q2 '25 rev $2.2B) but Broadcom's size crushes it. Value play or growth trap"
X Link @GVDInvestor 2025-10-14T17:30Z 1230 followers, XXX engagements

"4/ $ASML Sales by Region: Taiwan (30% sales) + SK (18%) = stable core but USA/Japan nibbling up. Cash flow 244M free 40B returned to shareholders YTDdividend XXXX annualized. Honest: Not bulletproof; supply chains + inflation risks loom"
X Link @GVDInvestor 2025-10-15T21:00Z 1233 followers, XX engagements

"1/ First the basics. Arista Networks $ANET: Founded in 2004 HQ in Santa Clara CA. Specializes in data-driven cloud networkingthink switches routers and EOS software for AI data centers and campuses. Over 10000 customers including Fortune XXX heavies. Broadcom $AVGO: A 1961 OG HQ in Palo Alto CA. Dominates semiconductors and softwareEthernet chips Wi-Fi storage solutions across two segments. 37000 employees massive scale. Arista's niche vs. Broadcom's sprawl: Who's more focused for the AI boom"
X Link @GVDInvestor 2025-10-14T17:30Z 1233 followers, XXX engagements

"In the AI networking arms race is Arista the agile disruptor stealing Broadcom's thunderor is Broadcom's empire too massive to topple As hyperscalers go all-in on Ethernet let's pit these giants head-to-head in my new series: Tech Titans Compared. Raw takes no fluff. 🧵"
X Link @GVDInvestor 2025-10-14T17:30Z 1233 followers, XX engagements

"@Ashton_1nvests Would recommend $CRM. I chose them over everyone else here.Although I do have some $ZETA"
X Link @GVDInvestor 2025-10-08T09:39Z 1230 followers, XXX engagements

"4/ Broadcom's $AVGO arsenal: Chips for everythingEthernet switching RF modules custom AI silicon. Post-VMware acquisition it's software too. Strengths: Diversified (AI wireless data centers) partnerships like with Arista for optimized AI nets. Weaknesses: Higher valuations signal risks less pure-play networking"
X Link @GVDInvestor 2025-10-14T17:30Z 1233 followers, XX engagements

"@YodaStockInvest Dont forget about the memory side to the game. $MU is a XX% gainer for me since mid summer. Then you actually have the data center side. Its all one ecosystem"
X Link @GVDInvestor 2025-10-13T19:39Z 1230 followers, XX engagements

"$ACHR $MU $CRM all over 3%+ pre market. I think were looking at a great day in the market"
X Link @GVDInvestor 2025-10-16T11:51Z 1233 followers, XXX engagements

"2/ Why obsess $ASML's machines etch the brains of AI (EUV for XX% of Q3 system sales). Bookings up big on logic (84% vs. XX% last Q) memory dipping to 16%HBM/AI infra bets paying off. Gross margin XXXX% EPS XXXX. Q4 guide: 9.2-9.8B sales 51-53% margins. Analysts whisper $XXXX EPS/$8.81B rev"
X Link @GVDInvestor 2025-10-15T21:00Z 1233 followers, XX engagements

"3/ Contrarian edge: Hype's all AI boom but deck flags '26 China sales plunge (regs tightening). Still 5.4B bookings = backlog moat for TSMC/ $NVDA ramps. Relatable If you're long semis $ASML's your volatility tax90%+ EUV monopoly but geopolitics = wild swings"
X Link @GVDInvestor 2025-10-15T21:00Z 1233 followers, XX engagements

"🚨 AMD just locked in another AI monster deal: Oracle Cloud $ORCL deploying 50K Instinct GPUs by H2 2026. That's $2-3B in revenue locked in stacking on the OpenAI 6GW pact from last week. But while $NVDA hogs headlines AMD's open ROCm stack is quietly pulling hyperscalers like $ORCL away from CUDA lock-in. Efficiency wins wars not hype. Nvidia's fortress is cracking Or just smart diversification What's your takeAMD to $XXX by EOY or NVDA still untouchable @YodaStockInvest @elneneloco813"
X Link @GVDInvestor 2025-10-15T18:27Z 1233 followers, XXX engagements