Alex Koh - Latest News and Information
Systematic investor who reviews names around earnings, shares setup analyses and follow‑ups on software/AI names post results, and links deeper video breakdowns.
I've been saying $AVGO is overvalued for months. Last week's earnings proved me wrong. $8.4B AI revenue. 77% gross margin. Q2 guide +140%. I take my words back. Updated my BuyTrigger to $310. But the war isn't stopping tomorrow. No rush, darling. Let the pullback come to you. I wrote the full story: https://open.substack.com/pub/dralexkoh/p/oil-is-killing-the-market-these-3?r=4zq7nk&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
