$Broadcom(AVGO)$ Gap up open so far, with a reversal confirming. 343 or so is the next level I'm watching.

$NVIDIA(NVDA)$ Will this company ever go below 5T again? Shorts will never win here. $Apple(AAPL)$ 

One part of the AI trade that doesn't get enough attention is networking. While everyone focuses on GPUs, the interconnect side quietly becomes the bottleneck. Broadcom's earnings commentary on AI networking demand might end up being more informative than the headline numbers this quarter. $Broadcom(AVGO)$ 

$Broadcom(AVGO)$  If this happens, this price level won't come back. It's just a matter of time and momentum.

$Broadcom(AVGO)$ Anthropic's S-1 is expected soon. Infrastructure spend is up 50% to $750B, and Broadcom looks like a top beneficiary. The IPO could come around Friday before Thanksgiving, so 11/20 is my guess. $400 is coming, and it feels close.

$Broadcom(AVGO)$ NOV20 355C still looks actionable. Zone: $337.70 to $342.50 Invalidation: close under $330.80 Objectives: $362, then $380 The math: up 6.4% to the first objective and 11.7% to the second, against 2.7% risk on the invalidation, better than 4 to 1 to the second. Think of this as a good house that took a hard week of weather and is still standing straight. Broadcom has slid for days, yet buyers held the $330.80 low and the price lifted to $340.12 after the close, which means the selling finally met people willing to own it. A close peer in AI servers just guided sales well above what analysts expected, and that matters because it says demand for the gear Broadcom helps build is still hungry. This is a swing setup, plain and simp

$Broadcom(AVGO)$ A lot of the newer bears seem to be missing the point here. META is one of AVGO's customers, and AVGO tends to move higher during their earnings reports. Some people put in the research, while others clearly haven't done enough of it.

$Broadcom(AVGO)$ If AVGO 10k was here, that would have been magnified 50X. No board accepts bearish noise. That's just how it is. It's one of the reasons I stay off other boards unless I'm bullish, or unless I'm going after another bear who posted on our board. I get that it's called trading, but that kind of money never really stays.

$Apple(AAPL)$ I think we'll see some back-and-forth until the earnings report comes out. After that, it either jumps big or drifts lower. I'm betting on a strong quarter. Apple has historically stayed pretty quiet ahead of earnings. Personally, I'd like to see a split so more people can afford to get into a solid product line.

$Amazon.com(AMZN)$ I still use Meta MUSE for tasks and I do like it, but the average everyday user isn't sticking around. Also, I literally have to cut and paste most things now since it's blocked just about everywhere.

$Broadcom(AVGO)$ NOV20 345C, still actionable. Zone: $332.25 to $336.93 Invalidation: close under $328.80 Objectives: $355, then $375 The math works out to a 6.1% move to the first objective and 12.1% to the second, against 1.7% risk at the invalidation level. That's roughly 7 to 1 to the second objective. Broadcom closed at $334.59 after holding $333.82 during the session and staying well above the $328.80 low from last week. Sellers pressed and price did not collapse. To me, that looks like a swing setup: a washed out name holding a real level, with room back toward $355 first if buyers keep showing up. A close under $328.80 would mean that floor gave way. One thing I'm watching: $340.20. That was the high on the latest session, and a close

$Broadcom(AVGO)$ Staying patient here. This could take off at some point in the next 6 weeks, squeeze the bears and reach 400. Fundamentals don't lie. Morningstar rates it five stars, and they handle the research side for the Vanguard funds. When they say it will go up, I'd give that more weight than some random short with 2 contracts.

$Broadcom(AVGO)$  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.

$Broadcom(AVGO)$ 495$295 looked like the next stop, but this just feels like a healthy correction. I'll be holding this one for a long time.

$Broadcom(AVGO)$  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.