Bought AVGO breakout below 355; prior lag attributed to concerns over $42B circular vendor financing to Anthropic.
Jump to any passage
do we know why Broadcom is? Yeah. So, Broadcom's been left behind on the rally. Um, which I don't know why. I do know partly one of the reasons they got left behind a little bit was people got nervous about the Anthropic lending that they did.
They lent like $42 billion to them so that Anthropic can pay uh Broadcom for their high margin chips, which is like, yes, the pure definition of circular vendor financing. I love it.
Uh, it is all a beautiful bubble, but we got time on this bubble. Let's freaking go, dude. We I literally bought some Broadcom at 3 I think it was like 3:52 or something like that.
I'm like, boys and girls, this is about to break out.
Broadcom, holy smokes. See if this actually holds into the close. This is uh this is pretty remarkable.
We bought the breakout on Broadcom just under 355. It just ran up to 378.
Yeah, this is why people are going crazy for like, you know, even Marll or Broadcom.
What this channel has said about $AVGO
Meet Kevin has 13 calls on this stock; only the adjacent ones are shown.