Hold AVGO by Sep 30, 2026.

AVGO feels like a good company, but also not a place to get too comfortable I was watching the discussion around AVGO and both sides kind of make sense. One side is basically saying the business is still solid. AI revenue is real, infrastructure demand hasn’t gone away, and the stock probably got hit because expectations were already stretched. That’s fair. The part that matters more to me as a trader is something else though. If a stock needs another …