To The Moon

1. How would I trade Broadcom?

Broadcom’s earnings were stellar, but history has a habit of playing tricks on euphoric buyers. With the pattern you noted — post-earnings spikes tending to fade — I’d be cautious about chasing the after-hours high. A prudent approach would be to trim into strength and keep powder dry for a better entry if the familiar two-month fade repeats. In other words: respect the chart’s “musical chairs” rhythm.

2. Will Nvidia’s stock be affected tonight?

Nvidia’s story is more macro than micro at this point — AI demand, export restrictions, Fed outlook. Broadcom’s numbers are unlikely to make or break Nvidia, though short-term sentiment could see a modest halo effect. Institutions, however, may use Broadcom’s rally as cover to quietly rebalance their semis exposure, which can create some spillover volatility.

3. Take profits at the top, or stay strong and hold?

If you’re sitting on healthy gains, harvesting a portion here makes sense — markets rarely reward greed for long. Think of it as securing dessert before the main course disappears. Holding a core position for the long-term AI/data infrastructure story is fine, but I’d let the market prove it can sustain above these new highs before doubling down.