$Broadcom(AVGO)$ 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.
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