$Broadcom(AVGO)$ 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.

$Broadcom(AVGO)$ 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.

$Apple(AAPL)$ 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.

$Broadcom(AVGO)$ 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.