Sell AVGO by Oct 7, 2026.

So Apple locked in $30 billion+ with Broadcom for U.S.-made chips over roughly 5-6 years. That's like $5-6B annually for AVGO, and honestly it sounds bullish on the surface. But here's the thing: Apple is still moving Wi-Fi and Bluetooth in-house with its N1 wireless chip. Broadcom keeps the RF and FBAR filter stuff because that's genuinely hard to replicate, but the internalization trend isn't going anywhere. This deal buys time, not a permanent seat at the table. What actually …