$Broadcom(AVGO)$ AVGO is a very good stock for the long term, but I don't think it's the best choice for swing trades or shorts. For short-term trading, we need enough volatility to make the risk and effort worthwhile — names like SNDK and MU are much better suited for that. With AVGO, the potential return from a swing often isn't enough to justify the effort and risk. So rather than forcing a trade, we should prioritize more volatile names. AVGO should only be considered when we can't find a better swing setup elsewhere and the risk/reward is clearly attractive.
$Broadcom(AVGO)$ Big Tech's spending surge is expected to top $700 billion this year, mostly on AI, while Morgan Stanley estimates that figure could exceed $1 trillion next year. A large portion of that spend flows to Broadcom, which makes it a strong name to hold. I think $500 by end of year is possible.
$Broadcom(AVGO)$ It's just a matter of time. Anthropic's S-1 filing, then an IPO, cheaper capital, more compute, and eventually more demand for Broadcom. Anthropic has already made clear who its top supplier is, so now it's just about waiting for Wall Street to connect the dots. Could this reach $500/share and a $2T market cap?
$Broadcom(AVGO)$ Broadcom CEO Hock Tan said in the recent earnings report that they are very much on target to exceed $30 in earnings per share in fiscal 2028. If Broadcom reaches exactly $30 and its current ~31x forward P/E contracts by 20% to 24.8x, that implies a share price of $744, price appreciation of 102%, and estimated total return with dividends around 104%. Even with significant multiple compression, Broadcom could still more than double by the end of 2028.
$Broadcom(AVGO)$ Hock Tan just said at the Goldman Sachs Communacopia Conference that future capital allocation will focus on dividends and stock buybacks. That's a pretty strong signal for the stock.
I want to share a few observations. $Broadcom(AVGO)$ had a weak report, but look at where it went and how quickly it recovered after that. $ARM Holdings(ARM)$ had a bad report that led to a 17% drop, and right after that it rallied from 169 to 450 with no real pullback. $Dell Technologies Inc.(DELL)$ had a messy return, up 10%, then fading to 2%, and still finished up 17% on the day, then added another 5% after. So when the report is good, the stock finds its way up, and if it takes time, it is because the smart money is making sure it can accumulate enough at lower prices. Just be patient and $Planet Labs Pbc
$Broadcom(AVGO)$ Honestly, this looks like one of the best deals in the market right now. It should be trading around 400-480, and at that level it would be fairly valued.
$Apple(AAPL)$ A little pullback is okay and healthy at times. There's support at 317, which lines up with a fib retracement level. I'm adding at the open. The new CEO should work out well.
$Apple(AAPL)$ We Family Bank keeps giving us these dips. Still watching the range here. This is the kind of setup that fits an everyday accumulation approach, as long as the range and capital discipline stay intact.
$Broadcom(AVGO)$ Noticed some heavy volume lately. Does anyone else see signs of institutions quietly building positions here? It feels like smart money is positioning before something breaks. Retail still seems to be sleeping on this one, or am I missing something? Curious what the big funds are seeing that we're not.
$Broadcom(AVGO)$ The market still doesn't give this one enough credit for the AI and networking mix baked into the business. It keeps getting treated like legacy semis even though the growth story says otherwise. The valuation makes more sense every quarter that custom silicon demand holds up. Feels like the re-rating isn't done yet.
$Broadcom(AVGO)$ Cramer says we'll go way higher once Anthropic does their monster IPO. They're the main buyer of our AI products for data centers. They're making $11 billion per quarter as a private company, with close to a $1 trillion valuation. AVGO has a bright future with low estimates by our CEO. Holding to no less than $472 PT.