I'm adding Broadcom to my portfolio. This isn't a momentum chase - it's a structural bet on the hyperscaler pivot away from off-the-shelf GPUs toward custom silicon. Broadcom owns 75% of the custom AI ASIC market, and the recent surge isn't about hype. It's about Google.

Stock’s been volatile but the setup still looks compelling

Market reaction to Trump-administration stake talks and what it could mean long term.

And I think the sell-off makes sense