$Broadcom(AVGO)$ Someone posted that Trump bought SanDisk in January. It's true. These are his other holdings. Broadcom. If Trump has a position, we should be fine.
$Broadcom(AVGO)$ Feels like full manipulation due to high open interest in call options. Market makers and hedge funds are playing games to shake out the weak hands.
$Broadcom(AVGO)$ AVGO has three specific triggers over the next two weeks. Trigger 1: Clearing the debt window (expected timeline: June 18-19). Once Broadcom finalizes the pricing of its debt buybacks this Wednesday, June 17, the mechanical "anchor" on the stock lifts. Historically, when a mega-cap tech giant completes a massive multi-billion-dollar debt adjustment, market makers release the stock, allowing it to catch up to where its semiconductor peers are trading. Trigger 2: The $35 billion "AI XPV Platform" inflows (expected timeline: late June). On June 9, Broadcom quietly announced a major strategic partnership with Blackstone and Apollo to build the AI XPV Platform. This is a $35 billion deployment speci
$Apple(AAPL)$ I haven't seen tech journalists gush over a beta release like they have over the iOS 27 developer beta. It's not even at the public beta stage yet, and they can't stop praising it. The new Siri is a game changer, and the performance improvements across the board are Apple at its best. Anyone with a device older than an iPhone 15 Pro will be rushing to get the 18 Pro when it launches. Or maybe even the brand new foldable iPhone Ultra. It's a great time to be buying and holding AAPL.
$Broadcom(AVGO)$ Broadcom just backed a $35 billion AI chip order. They're financing over 20 gigawatts of compute capacity through chip lease backstops. This is a next-level infrastructure play, turning custom AI silicon into bankable assets. AI demand isn't slowing down.
$Broadcom(AVGO)$ not raising guidance was a rough outlook. One reason they didn't raise was the war, but as I mentioned, that headwind is gone now. I'm not arguing about the outlook—I own a lot of shares with a cost basis around $30, and I'm not a trader. I'm just saying: no war, lower rates, better outlook. Or to put it another way, one condition for not raising guidance has been removed. Things look good.
To be clear, I'm bullish on Broadcom and agree that the reopening of the Strait is bullish. But I'm just saying that Broadcom in fact did not lower guidance or have a "bad" earnings call. In fact, most analysts raised price targets after the call. It is going higher. $Broadcom(AVGO)$
$Broadcom(AVGO)$ The lower guidance was due to the war. If the war ends, that's a headwind removed for AVGO. The ten-year yield is falling, inflation is coming down, and the Fed isn't forced to hike.