There are Ring Doorbells on 18 million American homes.
Most people think they’re just for security… protecting your packages from porch pirates.
But trillion-dollar hedge funds are also buying the data.
Every delivery, foot and car traffic, every time you leave your house.
They’re using your doorbell to short stocks before the quarterly reports even come out.
And it’s completely legal.
Your credit card company is doing the same thing. Selling your receipts to Wall Street.
Satellites are measuring oil tank shadows in Texas, Phone apps are tracking where you drive and what you say at the dinner table.
AI is synthesizing all of this data in real-time.
And the people on the other side of your trades are using this data to decide where they need to be positioned.
And they’re very good at hiding this data… and hiding their algorithms and data streams…
But they can’t hide how badly they want something.
I just released a presentation showing how to detect the exact moment when billions of dollars move with urgency - and how to position yourself on the same side of the trade.
Chris Rowe
Why Meta's AI Chip Announcement Has Broadcom Investors Paying Attention
Submitted by Leo Miller. First Published: 3/18/2026.
Key Points
- Meta publicly confirmed Broadcom as its custom chip partner for the first time, removing lingering doubts about one of Broadcom's most important AI relationships.
- The MTIA chip roadmap is expanding from ranking and recommendation into generative AI inference—a workload many expect to dominate AI compute by decade's end.
- One notable gap in Meta's announcement: no generative AI training chip, lending weight to reports that its most ambitious custom silicon project has been shelved for now.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
In a recent announcement, the Magnificent Seven tech giant Meta Platforms (NASDAQ: META) unveiled four custom artificial intelligence (AI) chips. The move follows semiconductor-design behemoth Broadcom's (NASDAQ: AVGO) earnings report, during which CEO Hock Tan explicitly referenced Meta.
Meta's announcement is a clear nod to Broadcom and has positive implications for AVGO, though there are negatives to consider as well. What does this mean for Broadcom going forward?
META and AVGO Confirm MTIA Partnership
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Click here to get the details and I'll show you how to claim your stake…Market watchers have long suspected Meta was a buyer of Broadcom's custom AI processors, but Broadcom itself had not publicly named Meta in that role—until now. On Broadcom's Q1 2026 call, Tan said, "Contrary to recent analyst reports, Meta's custom accelerator MTIA road map is alive and well. We're shipping now."
MTIA (Meta Training and Inference Accelerator) is a custom chip family developed in collaboration with Broadcom. Tan's remarks came after reports that Meta had halted development of its most advanced custom AI training chip, codenamed Olympus.
Meta explicitly mentioned Broadcom in its MTIA announcement: "Meta Training and Inference Accelerator (MTIA), our family of homegrown AI chips developed in close partnership with Broadcom, has remained and will continue to be an important part of Meta's AI infrastructure strategy."
Markets largely assumed the partnership; the companies' explicit acknowledgments now remove lingering doubt.
The Good: META-AVGO Partnership Expands Into GenAI
The title of Meta's post, "Four MTIA Chips in Two Years: Scaling AI Experiences for Billions," bolsters the bullish case Broadcom laid out on its earnings call. Hock Tan noted that many customers are developing roughly two custom chips with Broadcom each year—the same cadence Meta described—lending credibility to Tan's comments and suggesting Broadcom is deepening its customer relationships.
Meta is using MTIA for a variety of workloads, including training and inference on its ranking and recommendation (R&R) models. Training develops more capable models; inference deploys those models to answer queries and perform tasks.
R&R training and inference help Meta deliver more engaging content and more targeted advertising across its apps. With about 3.5 billion users—more than 40% of the world's population—Meta has large and growing compute needs that it is relying on Broadcom to meet.
The MTIA series also extends beyond R&R. Meta plans to use MTIA 450 and MTIA 500 for GenAI inference, with mass deployments expected in 2027. GenAI inference likely covers chatbot queries, video and image generation, and AI business agents in WhatsApp.
While Meta's LLaMA models aren't universally regarded as state-of-the-art compared with offerings such as ChatGPT, Claude and Gemini, they can still be useful and generate revenue. Meta AI already reaches over 1 billion users, creating a sizable opportunity.
For Broadcom, MTIA's expansion from R&R into GenAI inference is a positive development: supporting Meta's core and emerging workloads should translate into more chip sales.
The Bad: META-AVGO GenAI Training Chip Takes a Back Seat
Notably, Meta's announcement did not include a GenAI training chip, reinforcing reports that Meta is scaling back development of Olympus. Meta's Chief Financial Officer, Susan Li, recently told the Morgan Stanley Technology Conference that Meta "expects" and is "hopeful" it can expand its use of custom silicon to train AI models "eventually."
That's a negative for Broadcom, which likely would have co-developed Olympus. Meta hasn't abandoned its training chip ambitions, but the timeline for Broadcom to generate meaningful revenue from that work may now be substantially longer.
AVGO and META: Powering the Growth in AI Inference
Overall, Meta's partnership with Broadcom is now clearly substantiated and appears to be expanding, particularly outside GenAI training.
Importantly, many expect inference to overtake training as the dominant AI workload in the coming years. McKinsey predicts inference will grow at a compound annual rate of about 35% over the next five years, accounting for more than half of AI compute by 2030.
That outlook supports Broadcom's thesis: its relationship with Meta—especially around inference—is deepening, which could help power AVGO's growth in the AI era.
A Bearish Tool for a Bullish Market: How Investors Are Hedging Now
Submitted by Jeffrey Neal Johnson. First Published: 3/12/2026.
Key Points
- Combining a core market fund with a tactical inverse fund allows investors to protect long-term goals through proactive portfolio management.
- The Vanguard S&P 500 ETF provides broad exposure to hundreds of leading American companies through a single, cost-effective investment.
- The ProShares UltraPro Short QQQ offers a sophisticated way for investors to strategically manage their portfolios during market volatility.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
After an extended period of gains, the U.S. stock market has reached an inflection point and is trading with a palpable sense of caution. The S&P 500, the primary benchmark of the American economy, has seen volatility climb as investors weigh new and developing risks. This shift in market behavior is not speculative — it is a direct response to tangible global and domestic events. A complex mix of escalating geopolitical tensions in the Middle East and uneven economic data at home has prompted widespread re-evaluation of short-term market risk.
That environment has produced a notable divergence in investor behavior. While many remain optimistic about the long-term prospects of American enterprise and innovation, the immediate outlook is clouded by uncertainty. These conditions demand a more sophisticated approach to portfolio defense and risk management. As institutional and retail investors adapt, a clear trend has emerged: protecting gains without abandoning a long-term bullish stance.
The Core Holding: VOO as a Portfolio Bedrock
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Click here to get the details and I'll show you how to claim your stake…At the center of many modern investment portfolios is the Vanguard S&P 500 ETF (NYSEARCA: VOO). For years, this exchange-traded fund has served as a foundational building block for steady, long-term wealth creation.
One share of VOO gives an investor exposure to more than 500 of the largest U.S. companies — from technology innovators and healthcare leaders to major banks and consumer staples. That diversification spreads risk across the economy and is a core strength of the fund.
VOO's popularity is driven in part by its cost-efficiency. With an expense ratio of just 0.03%, it is one of the most economical ways to invest broadly in U.S. stocks, helping investors keep more of their returns. Its five-year return of 74.21% and market capitalization of $834.78 billion underscore why many use it as a long-term core holding.
Because VOO is designed to mirror the market, it is not immune to broad sell-offs. Recent market-wide pressures have affected its price, prompting long-term holders to explore strategies to protect this cornerstone asset during turbulent periods.
The Tactical Tool: A Surge of Interest in SQQQ
In response to rising volatility, some investors are turning to specialized instruments to manage short-term risk. One such tool that has seen increased activity is the ProShares UltraPro Short QQQ (NASDAQ: SQQQ).
SQQQ is a leveraged inverse ETF with a specific objective: it seeks to deliver a return equal to three times the inverse (-3x) of the daily performance of the Nasdaq-100 Index.
The Nasdaq-100 comprises the 100 largest non-financial companies listed on the Nasdaq exchange and is heavily weighted toward technology. Because tech and other high-growth stocks are often more sensitive to shifts in the economic outlook, the index can act as a leading indicator for broader market moves — and SQQQ's performance reflects that sensitivity.
The clearest evidence of SQQQ's growing tactical use is in its trading volume. While its average daily volume is roughly 54.29 million shares, recent volatile sessions have seen volume spike above 76 million shares. That surge is a concrete, data-driven signal that market participants are deploying this ETF as a tactical hedge during periods of uncertainty.
The Core-Satellite Strategy: A Modern Approach to Hedging
The use of two seemingly opposite funds — one that tracks the market and one that bets against a segment of it — is best understood through the Core-Satellite portfolio model. In this framework, a stable, diversified asset like VOO serves as the portfolio's core: the engine for long-term compounding growth. SQQQ, by contrast, can function as a small, temporary satellite position meant to hedge specific short-term risks.
When markets decline, the core VOO position may fall in value. A concurrent gain in a modest SQQQ position can offset some of those unrealized losses, smoothing portfolio returns and allowing investors to maintain their long-term holdings while defending against temporary downdrafts.
It is essential, however, to understand the mechanics and risks of a leveraged tool like SQQQ. Because it resets daily, its long-term performance can diverge significantly from a simple -3x multiple of the underlying index over extended periods. That path dependency is why SQQQ is most appropriate for short-term, tactical use rather than as a buy-and-hold investment.
- Hedging vs. speculating: A hedge is a temporary position intended to protect an existing asset; speculating is an outright bet on a directional move without an underlying position to defend. The Core-Satellite approach uses SQQQ as a hedge.
- Time-bound application: The most effective way to manage the risks of daily compounding is to use SQQQ for short, defined periods — a few days or weeks around a specific event (an economic report, earnings season, or geopolitical episode) — and then close the position.
Used with discipline, this approach reframes the instrument's inherent risks as manageable characteristics rather than unpredictable hazards, turning SQQQ from a speculative gamble into a tactical portfolio defense.
A Proactive Stance in a Reactive Market
Recent market turbulence has pushed investors to adopt more sophisticated portfolio-management techniques. The tactical use of instruments like SQQQ to shield foundational investments such as VOO does not necessarily indicate a collective move toward bearishness. Rather, it reflects a proactive effort to protect long-term bullish convictions from short-term disruptions.
By understanding the distinct and complementary roles of core long-term holdings and tactical short-term hedges, investors can shift from reacting to market headlines to actively managing their risk profile. This knowledge is essential for building a resilient, adaptable portfolio capable of navigating the cycles and complexities of today's markets. For investors looking to enhance their strategies, a deeper understanding of these tools is a crucial step toward greater control and confidence in uncertain times.
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