SwissChris – I invest in frontier tech: AI · Robotics · Energy · Quantum · Crypto · Space 🚀 || Signal over hype || Contrarian || Never Financial Advice.
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Joined June 2022
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Read the full Plain Alpha free on Substack.
The shortage has a clock, inflation ran hot, and a crypto network halved in a week.
investinthefrontier.substack…
I write one every week. Follow @FrontierSignalX if the week-that-was in plain English is useful to you.
If you want more of this on your timeline:
Follow me @FrontierSignalX
Like/Repost the quote below 🙏
🚨 On October 4 Jordi Visser @jvisserlabs gave his audience a test.
If the BORING stocks keep falling while the market sits near records, nobody is panicking.
Three trading days after his next video, the boring stocks jumped 4.4% against the market.
🧩 The same week, producer prices rose 1.3% in a month.
Government bond yields FELL anyway.
⚠️ He holds what he pitches, and he has already walked back one call.
HIS OWN TEST JUST FIRED.
Full breakdown on my Substack, link in the reply 👇
$XLP $ASML $LITE
Broadcom $AVGO costs MORE than Nvidia $NVDA.
18.6x sales for Broadcom.
17.6x for Nvidia.
And Nvidia is the one growing faster. 🤯
I ran both through the same 10 tests:
6 on the business, 4 on the chart.
Nvidia won 8. One was a draw.
Broadcom won exactly 1.
🧩 The business:
- Revenue, last 12 months: +83% vs +49%.
- Operating margin: 65% vs 49%.
- Net cash: Nvidia +$24B. Broadcom −$35B, more debt than cash.
- Share count: Nvidia down 1%. Broadcom up 1%.
Broadcom's one win: it turns more of its sales into free cash. 44% vs 42%.
🧵
@nvidia @Broadcom
📉 The chart:
$100 in each a year ago is $118 in Nvidia $NVDA today
$97 in Broadcom $AVGO
Broadcom sits 30% below its 1-year high. Nvidia sits 9% below.
Both trade under their 50-day average.
⚠️ A scorecard only looks backwards.
Broadcom's latest quarter grew 86%.
The same quarter a year earlier grew 22%.
That is the bet the market is paying up for.
👉 The premium sits on the company catching up, not on the one in front.
Not advice.
Is Broadcom's speed-up worth 1 extra turn of sales?
ON TODAY'S NUMBERS, IT ISN'T CLOSE: NVIDIA.
@nvidia @Broadcom
Ondas $ONDS booked more than $270M of drone orders since June.
Its stock is down by more than half from its high 🤯
In August, Israel's defense ministry picked it to build a new low-cost attack drone.
Before you buy $ONDS, watch this 👇
@OndasHoldings
Corning makes the glass on your iPhone
But its biggest business is now fiber for AI data centers
🧩 $2.07B in sales from April to June, up 32%
Meta, Nvidia and Amazon all signed long deals in 2026
$GLW @corning
