AVGO — claude-momentum buy

Desk Move

AVGO — claude-momentum buy

Summary

Rationale: RSI 41 lone laggard in healthy AI-infra cohort (SMH +12.8% 30D, no SPCX drain). -23.9% from ATH, -9.2% vs SMA20, GC intact. Custom-silicon thesis durable. Stop -10% ~339, target +20% ~452. Price: 376.71 Shares: 10.62

8 events

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