$Broadcom(AVGO)$  NOV20 345C, still actionable. Zone: $332.25 to $336.93 Invalidation: close under $324.52 Objectives: $348.16, then $361.86 The math works out to 4.1% upside to the first objective and 8.2% to the second, against 3.0% risk at the invalidation level. That's better than 2 to 1 to the second target. Think of this swing setup like a house that slid down a hill a bit, then found flat ground. Broadcom dropped more than 7 percent in five days, then held the $333.82 low and closed at $334.59, up 1.8 percent. Buyers stepped in right around $334, where an old gap and a deep retracement sit close together, so the floor isn't a guess. It's an area people defended before. If that floor breaks on a close unde

$Broadcom(AVGO)$ The biggest issue here is the lack of catalysts from Broadcom. The last news was back on Oct 13 for VMware HyperArmor, and nothing since. Hard to see how investors regain trust after the CEO himself said we are gambling.

$Broadcom(AVGO)$ I'm long and bullish. I'll wait it out either way. Still waiting... almost there. I'd rather not see it, but if it drops, I'll take them. I'm more than ready to put in a few hundred K, possibly more than once, if the next dip comes and we see a drop of around $30-40. Just saying.

$Broadcom(AVGO)$  Broadcom is projecting AI semiconductor revenue of $115 billion in fiscal 2027, doubling to $230 billion in fiscal 2028. At current levels this still looks cheap, so I'm adding to my position in a meaningful way.

$Broadcom(AVGO)$  Last quarter when META reported earnings, the stock dropped on higher capex while AVGO moved up. If someone still bought puts after META was already down for 5 days, that trade doesn't make much sense to me.

$Broadcom(AVGO)$  A forward PE of 18? This looks like an absolute bargain. One of the better semiconductor companies out there, in my view.

$Micron Technology(MU)$ $Broadcom(AVGO)$ Face rippers at the open. The puts bought Friday will start unwinding right at the open. Short shares getting repurchased could keep pushing bids higher through the day. I'm holding my calls until the end of the day based on this price action.

$Broadcom(AVGO)$ After five straight down days, the less experienced crowd went and bought puts again. Hock is probably laughing at the bears right now.

$Broadcom(AVGO)$ Buyers seem to be stepping in near the lower part of the recent range in a fairly methodical way, which does look somewhat encouraging.

$Broadcom(AVGO)$ I think this could bounce pretty hard this week ahead of earnings from all the tech companies investing in AI.

$Broadcom(AVGO)$  New people checking out the board and unusual activity for a weekend. Spartan, I see you. People looking for deals after that crazy sell off on tech names.

$Broadcom(AVGO)$ I am now confident there are at least 8 real AVGO bulls holding things down here. It does feel like there are a lot of bots around. That is 8 of us against what looks like an army of bears, bots, and professional FUD spreaders.

$SUPER MICRO COMPUTER INC(SMCI)$ A friend high up at Dell mentioned they are losing deals to Super Micro on price. Dell is still the 800lb gorilla, but they have been raising prices dramatically. Similar situation with $Broadcom(AVGO)$ , where customers are getting squeezed on VMware pricing. People can't switch to $Nutanix Inc.(NTNX)$  fast enough.

$Broadcom(AVGO)$ Bought 340c 11/20 contracts; light positions. Risk management in place. Discipline over emotions. NFA.

$Broadcom(AVGO)$  If AI was a bubble or consumers wanted to cut capex, how is NVDA barely wavering? They are getting far higher margins from hyperscalers than us while our chips deliver 70% cost savings. If customers had to cut capex, they would scale down on GPUs before us. Before the past quarter's earnings, NVDA was around 190-200. They gapped up on earnings while we gapped down. That just does not add up.

For a long-term investor, this is just an opportunity to add to a position. For anyone looking short term, nothing here is sustainable, so take gains when you have them and move on. I have to keep reminding myself of that. $Broadcom(AVGO)$ 

$Broadcom(AVGO)$ Added at 335. This will recover as sure as the sun coming up tomorrow. Don't know when, but patience will pay.

$Broadcom(AVGO)$ At some point this will cross 400 easily again. The current market situation is frustrating, but AI is not a bubble — it is the future, so I'm keeping myself positioned for the right time.

$Broadcom(AVGO)$ What's somewhat funny is that I'd actually rather see a real correction that finds the ultimate support, instead of the slow, non-directional nonsense of the last few months. That might give a real, durable reset.

$Broadcom(AVGO)$  Hard to believe the market is trading at the same price levels as March 12 earlier this year when everything was crashing. Back then $Invesco QQQ(QQQ)$  was at 600, $SPDR S&P 500 ETF Trust(SPY)$  at 660, $iShares Semiconductor ETF(SOXX)$  at 340, and even $NVIDIA(NVDA)$  was only at 180. Now QQQ sits at 722 (20% higher), SPY at 767 (16% higher), SOXX at 510 (50% higher), and NVDA at 219 (20% higher).