🚀 Broadcom at All-Time Highs: Trim, Hold, or Ride to $1,800?
Broadcom ($AVGO) smashed expectations, lifting shares +6% to fresh all-time highs. The rally highlights the company's positioning in AI networking and cloud infrastructure — secular growth themes that remain intact. But traders should recall a key pattern: across the last five earnings cycles, $AVGO has often faded after sharp earnings-day spikes, slipping for 1–2 months before resuming its climb. Conversely, when shares dropped on earnings day, they actually rebounded in the following months.
So, what's the strategy? For short-term players, trimming into strength makes sense. Institutions may seize the ATH to lighten positions, and the stock could retrace toward $1,620 support or even $1,600 risk zone. For medium-term holders, however, the AI-driven runway remains strong — holding through volatility can capture an eventual move toward $1,800+ as sector demand persists.
Impact on Nvidia ($NVDA) is likely muted. While both benefit from AI adoption, Nvidia's trajectory depends more on chip ramp-ups (GB200/300) and hyperscaler demand than Broadcom's networking report.
Verdict: Smart money trims at highs, but conviction holders view pullbacks as opportunities.
I'm not a financial advisor. Trade wisely, Comrades!
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- Maurice Bertie·2025-09-05AVGO’s AI runway is solid! Volatility’s okay,hold for $1,800+ down the line!1Report
- Norton Rebecca·2025-09-05AVGO’s +6% ATH! Trim now,history says it fades post-earnings, target $1,620!1Report
- GeraldAdela·2025-09-05Great analysis1Report