AVGO Broadcom Inc.

AVGO Broadcom Inc.

Technology · Semiconductors

Desk view

Watchingmedium conviction · entry $378–386 (SMA20 $382.58 retest) — add on the flag after the SMA200 reclaim — not entered
Basis Logged decision ·Entry target
Updated

Market read

Scan convergence 6 scans as of 2026-08-18 1 bull 2 bear 3 neutral diverging

POC $337.89 · VWAP $359.59 · +5.6% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders mixed 1 buy / 7 sell · Form 4, 90d $283.7M sold / $373.6K bought last open-market sell Brazeal Mark David

Cluster Director + 2 others sold $20.8M, Jul 1–14

Coverage

AVGO Price Structure

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Peers

Every watchlist AVGO belongs to, members best 30-day change first — AVGO highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-data-center-switch-nic-vendors
@thebuildout-data-center-fiber-high-speed-cabling
@thebuildout-data-center-networking-silicon
@semis
@thebuildout-ai-storage-data-pipeline
@thebuildout-optical-transceivers-modules
@thebuildout-custom-ai-silicon-hyperscaler-asics
@thebuildout-advanced-packaging-2d3d-leaders
@spacex-s1-supply-chain
@thebuildout-co-packaged-optics-cpo
@tech-insider-buys
@bargain-bin
@insider-universe
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U+61.2% +2.8%1d +6.5%7d MDB+39.1% -0.9%1d -1.0%7d ESTC+38.0% +1.9%1d +11.3%7d PLTR+29.6% -0.6%1d -1.9%7d FSLY+28.3% -8.4%1d -7.6%7d ABNB+25.5% +2.2%1d -0.9%7d ZS+23.9% +0.7%1d +4.1%7d MSFT+22.3% +0.3%1d -4.4%7d SNOW+21.0% -1.4%1d -2.6%7d ASAN+19.1% +3.7%1d -0.7%7d SHOP+18.6% -1.4%1d -3.9%7d NOW+15.7% +1.5%1d -6.3%7d ZM+14.9% -0.8%1d -1.3%7d CRM+14.9% +2.7%1d -0.6%7d MRVL+14.5% -7.8%1d +1.7%7d ISRG+13.3% +0.2%1d -2.5%7d NFLX+12.8% +2.3%1d +4.0%7d TWLO+12.2% +1.5%1d -9.3%7d CRSP+10.9% -2.4%1d -2.0%7d TMO+10.6% +0.6%1d -2.6%7d VRTX+8.8% +2.5%1d -0.3%7d NET+8.5% -1.8%1d -1.8%7d NVDA+8.3% -2.3%1d +1.0%7d UIE+6.8% -0.1%1d +1.9%7d CEG+5.7% -4.1%1d -4.1%7d DOCN+5.3% -7.4%1d +3.6%7d AMZN+4.9% -0.7%1d -4.7%7d CRWD+4.8% -0.5%1d -4.0%7d PANW+4.3% -0.4%1d -2.6%7d LLY+4.0% +3.6%1d +1.0%7d TSM+3.8% -4.1%1d -2.0%7d FSLR+3.8% +1.0%1d -8.6%7d ASML+3.3% -4.3%1d +0.2%7d UBER+3.0% -0.4%1d -4.9%7d AVGO+2.4% -3.2%1d -8.7%7d SOFI+2.2% -3.5%1d -1.8%7d NTLA+1.9% -4.0%1d -3.4%7d MRNA+1.8% -2.3%1d +4.0%7d INTC+1.7% -6.6%1d -1.0%7d BNTX+1.4% +1.3%1d -0.1%7d IBKR0.0% -4.0%1d +0.9%7d PINS-0.6% 0.0%1d -2.8%7d GOOGL-0.7% +0.1%1d +0.1%7d FTNT-2.2% +1.4%1d -2.5%7d AMD-2.3% -4.3%1d +2.1%7d BE-2.8% -10.0%1d -1.0%7d AFRM-3.3% -1.3%1d -4.1%7d AKAM-4.2% -6.3%1d -1.3%7d DDOG-4.9% -0.5%1d -0.3%7d ARM-5.2% -6.7%1d -5.8%7d QCOM-6.8% -1.2%1d -1.5%7d COIN-6.9% -2.9%1d -1.6%7d AAPL-7.0% +1.4%1d +1.7%7d ENPH-9.6% -2.8%1d -11.1%7d EOSE-11.1% -6.4%1d -13.8%7d TSLA-11.5% -0.7%1d +1.2%7d META-15.8% -4.4%1d -9.2%7d HIMS-16.6% -4.3%1d -10.3%7d RBLX-27.1% -0.7%1d +4.0%7d
@ai-scan
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SMCI+54.7% -2.3%1d +18.4%7d MDB+39.1% -0.9%1d -1.0%7d WDAY+31.7% -0.3%1d +5.2%7d PLTR+29.6% -0.6%1d -1.9%7d PATH+28.2% -2.6%1d -0.9%7d IONQ+26.9% -5.8%1d +1.6%7d RGTI+25.5% -5.1%1d -2.0%7d SKM+25.4% -3.9%1d +14.1%7d VEEV+24.3% +1.9%1d +2.6%7d ZS+23.9% +0.7%1d +4.1%7d MSFT+22.3% +0.3%1d -4.4%7d SNOW+21.0% -1.4%1d -2.6%7d QBTS+16.7% -6.4%1d -3.4%7d NOW+15.7% +1.5%1d -6.3%7d CRM+14.9% +2.7%1d -0.6%7d STX+14.7% -9.2%1d +10.1%7d ANET+14.6% -4.3%1d -2.4%7d MRVL+14.5% -7.8%1d +1.7%7d T+14.2% +0.9%1d +1.7%7d ISRG+13.3% +0.2%1d -2.5%7d DLR+12.3% -1.3%1d +2.3%7d SMR+11.9% -6.0%1d -12.9%7d AI+11.9% +1.8%1d -7.0%7d SOUN+11.5% -0.7%1d -5.8%7d VZ+11.4% +1.0%1d +2.7%7d ADBE+10.9% +3.6%1d -0.2%7d MU+10.8% -7.0%1d +8.4%7d BBAI+9.9% -2.8%1d -6.0%7d NET+8.5% -1.8%1d -1.8%7d NVDA+8.3% -2.3%1d +1.0%7d BCE+7.0% 0.0%1d 0.0%7d AIQ+6.5% -2.3%1d -1.1%7d EQIX+6.4% -1.1%1d +5.1%7d BOTZ+6.3% -3.4%1d -2.5%7d CEG+5.7% -4.1%1d -4.1%7d ROBO+5.0% -3.5%1d -2.6%7d AMZN+4.9% -0.7%1d -4.7%7d CRWD+4.8% -0.5%1d -4.0%7d PANW+4.3% -0.4%1d -2.6%7d WDC+4.0% -7.4%1d +13.3%7d TSM+3.8% -4.1%1d -2.0%7d FSLR+3.8% +1.0%1d -8.6%7d ASML+3.3% -4.3%1d +0.2%7d AVGO+2.4% -3.2%1d -8.7%7d SMH+2.4% -4.1%1d -0.6%7d INTC+1.7% -6.6%1d -1.0%7d SKHY+1.0% -9.2%1d +9.9%7d OKLO+0.6% -5.7%1d -12.0%7d CSCO-0.3% -1.1%1d -7.3%7d GOOGL-0.7% +0.1%1d +0.1%7d FTNT-2.2% +1.4%1d -2.5%7d AMD-2.3% -4.3%1d +2.1%7d BE-2.8% -10.0%1d -1.0%7d NEE-2.9% 0.0%1d +0.6%7d DDOG-4.9% -0.5%1d -0.3%7d TMUS-5.0% +1.5%1d +2.3%7d ARM-5.2% -6.7%1d -5.8%7d TEM-5.9% -4.4%1d -11.3%7d TAC-6.0% -1.9%1d 0.0%7d QCOM-6.8% -1.2%1d -1.5%7d ENPH-9.6% -2.8%1d -11.1%7d VST-9.6% -3.8%1d -3.0%7d EOSE-11.1% -6.4%1d -13.8%7d TSLA-11.5% -0.7%1d +1.2%7d META-15.8% -4.4%1d -9.2%7d RUN-21.9% -5.8%1d -7.6%7d SEDG-44.2% -3.1%1d -10.4%7d

Decision history

3 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 7 sell n/a Profit target -7.8% complete
May 23 sell n/a Profit target -6.4% complete
May 1 enter high Margin turn +3.9% complete

Desk commentary

Authored analysis and challenge notes tied to AVGO.

1

Next earnings AVGO reports in 14 days Sep 2

Last report Jun 3

Reported the quarter ending 2026-05-03: revenue $22.19B, diluted EPS $1.91, net income $9.31B (SEC filing). Across the print the stock moved -13.0% (close before → first close after).

full note →

Against street estimates

How AVGO's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jun 3 · projection Aug 18

Result
Jun 3 2.402.44+1.7%In line
Mar 4 2.022.05 GAAP ≠ +1.3%In line
Dec 11 '25 1.871.95+4.4%Beat
Sep 4 '25 1.661.69 GAAP ≠ +1.6%In line
Jun 5 '25 1.571.58 GAAP ≠ +0.6%In line
Mar 6 '25 1.511.60 GAAP ≠ +6.1%Beat
Dec 12 '24 1.391.42+2.0%Beat
Sep 5 '24 1.211.24 GAAP ≠ +2.8%Beat

Recent news

Headlines about AVGO from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 2 days ago · Aug 17

Types
Aug 14 Deep Dive AVGO Deep Dive
Jun 16 Desk Move AVGO — yolo buy
Jun 16 Desk Move AVGO — claude-trader buy
Jun 16 Desk Move AVGO — bench-signals buy
Jun 16 Article Status Report
Jun 3 Catalyst AVGO earnings
May 29 Scan AI Scan
Apr 27 Reference YOLO Playbook
Apr 10 Deep Dive AVGO Deep Dive
Mar 31 Article Daily Actions
Mar 13 Deep Dive AVGO (Broadcom Inc.)
Mar 11 Update Memory/Semis
Mar 10 Update Memory/Semis
Feb 26 Update Memory/Semis
Feb 22 Update Memory/Semis
Feb 16 Update Memory/Semis
Dec 22 '25 Catalyst AVGO dividend
Sep 22 '25 Catalyst AVGO dividend
Jun 20 '25 Catalyst AVGO dividend
Mar 20 '25 Catalyst AVGO dividend
Dec 23 '24 Catalyst AVGO dividend
Sep 19 '24 Catalyst AVGO dividend
Jun 24 '24 Catalyst AVGO dividend
Mar 20 '24 Catalyst AVGO dividend
Dec 19 '23 Catalyst AVGO dividend
Sep 20 '23 Catalyst AVGO dividend