$Broadcom(AVGO)$ Meta just had its best month in 13 years, AMD posted its strongest gains in years, and MSFT delivered its best performance in 20 years. Someday AVGO will be in that same conversation. Just have to get through the scammer shakeout first.

Settlement outlook from now through mid-2028, based on the per-share value Samsung realized at $3/share. Micron comes in around $3.85–$4.70/share, Google at $10–$13/share, and $Hewlett Packard Enterprise(HPE)$  $Broadcom(AVGO)$  $SUPER MICRO COMPUTER INC(SMCI)$  $Lenovo Group Ltd.(LNVGY)$  plus Nvidia at $1.50–$3/share. Core target sits at 35% probability, with 1/4 treble damages. That puts Micron at $1.35B–$1.65B, Google at $5B–$6.5B, others at $750M–$1.5B, and a price range of $23.90–$30.70. The moderate case is 30%, no treble. Micron $900M–$1.1B, Google $3.5B–$4.5B, others $500M–$1B, with a price o

$Broadcom(AVGO)$ Made 370 today. The bull cycle looks set for AVGO. I picked up some cheap October calls on SPY, QQQ, and MU.

$Micron Technology(MU)$ Reporting after the close Wednesday with the highest bar in its history. Consensus is $50.75B revenue and $31.45 EPS, versus $11.31B and $3.03 a year ago. Gross margin guide is near 86%. The stock closed at $1,070.31, up 239% YTD. Options imply a 7.7% swing. Last record print peaked the same day, then fell about 40% over the next month. The fresh risk is legal. Netlist filed a new ITC complaint seeking exclusion orders on HBM3E, HBM4, and HBM4E, naming $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , and GOOGL. Micron has shipped over $1B of HBM4 and is still fighting. Watch the 2027 outlook.

$Broadcom(AVGO)$  Dividend payout is tomorrow, September 30th.

$Broadcom(AVGO)$ Looks like it held the bounce at the midpoint of the rally. Should start trending back up soon, unless the bounce fails of course.

$Broadcom(AVGO)$ There's a user here who posts CRO-related commentary. Big on Hock and AVGO. Retired, used to day trade around here. Every time I posted anything bullish, he'd show up bearish. Yet he's holding shares himself. He never liked a single post either. After three years, I finally blocked him. He had a put position here last year and kept arguing the stock always drops after the ex-dividend date. The price actually held up. So I blocked him.

$Broadcom(AVGO)$ Anthropic's IPO prospectus reportedly shows $518 billion in future AI infrastructure commitments. The biggest identified piece is around $161.2 billion involving Broadcom. Reported breakdown: Broadcom: ~$161.2B Google: ~$111.1B Amazon: ~$110B Microsoft: ~$31.4B Around 80% of the overall commitments are reportedly non-cancelable or payable regardless of utilization. Important caveat: $161B does not equal $161B of AVGO revenue. We still need the public S-1 to understand the lease structure, XPUs, networking, financing, and revenue recognition. The thesis remains centered on Anthropic, custom XPUs, networking, and a massive AI infrastructure buildout. Broadcom isn't just inferred now. It's named, and the number is enormous. The

$Broadcom(AVGO)$ In Anthropic's IPO filing, they mentioned that the $518B in spending cannot be cancelled or reduced. Sounds like a take-or-pay arrangement. That's good for AVGO, and it's why Hock Tan is so confident.

$Broadcom(AVGO)$ If they hit 30 EPS in 28 as management indicated, at a 20x forward PE in 28 that works out to roughly 70% upside from the current price.

$SPDR S&P 500 ETF Trust(SPY)$ $Broadcom(AVGO)$ I get the feeling it will hold things up going forward. Wall Street needs at least one big tech name to keep the market supported.

The $4.2B figure doesn't tell the full story here. That's basically stale 2025 revenue. Anthropic's 2026 run rate is reportedly far higher, and they're still ramping Broadcom-based compute aggressively. For $Broadcom(AVGO)$ , the real risk isn't that Anthropic only has $4B in revenue. It's whether these AI labs can keep financing massive capex. So far, demand still looks very strong.

No matter how many times you've lost or felt like giving up, you can still do this. Option trading gets a lot easier when you simplify it. You don't need 10 different indicators. You don't need to take 10 trades a day. Less really is more. I'll be trading live with you all, focusing on $SPDR S&P 500 ETF Trust(SPY)$  and SPX for some 0dte setups while volatility continues to base. I'll also be watching $Tesla Motors(TSLA)$ , $Alphabet(GOOGL)$  and $Amazon.com(AMZN)$  as mega caps are showing major signs of a magnetic pull to monthly LZI zones. I'll keep you all updated with my exact entries and exi

$Broadcom(AVGO)$  Gemini 4.0 leaks look pretty insane, if legit. 2 M context and cheaper pricing. It will be interesting to see if the hype next month has a knock-on effect for Broadcom. I hope it will be a repeat of the Muse - Intel/Arm reaction.

$Apple(AAPL)$ It failed a breakout today, but there were glimpses where it held up strong even while the market was weak. I still like it above the 9ema, and it's sitting there now.

$Broadcom(AVGO)$  I still think this is the best stock I've ever bought. My first purchase was back in 2018. Hock has done a great job running the company. Best CEO a company could have.

$SPDR S&P 500 ETF Trust(SPY)$ $Apple(AAPL)$  $Amazon.com(AMZN)$ When $AMC Entertainment(AMC)$  squeezes, is the rest of the market looking at a devastating crash? Like 50%?

$Apple(AAPL)$ Typical Monday. Anyone else watching for a move toward 400 this week? Feels like the market might be waiting on Micron earnings Wednesday before any bigger move up. Hard to wait.

$Broadcom(AVGO)$ The chart is pointing to a move above $400 and even into the high $400s in the coming days and months. Fundamentals still look rock solid too, with a 2027 PE of just 19.

$Broadcom(AVGO)$ Large buyer in AVGO October 16th 360 calls. 1,837 contracts at 7.40, around $1.4 million in premium.