AVGOBroadcom Inc.
This is the year Broadcom has to prove it can sustain its AI infrastructure momentum while navigating the thorny path of VMware integration costs and custom silicon monetization. The next catalyst — the Q3 2026 earnings release on 2026-11-09 — will act as the anchor for the entire Expected Moves pathway, setting the stage for a bull move to $410.00 or a bear retest to $335.00, with the market currently leaning 48% toward the bear. The path ahead is a sequence of tests: a product showcase on 2026-11-12, a guidance update in Q4 2026, a trade policy update in March 2027, and a final earnings test in Q1 2027. Each event is a chance to either reinforce the thesis or expose the cracks in the story.
The schedule
- Mon9Nov
- Thu12Nov
- Tue9Feb
- Wed24Mar
- Mon10May
- Mon9Aug
Scouting Reports
Weekly Playbook: The Tech Earnings Valuation Gauntlet (CXM, DSGX, AVGO)
Jun 1, 2026
The Information Technology sector enters the first week of June carrying steep valuation premiums, forcing companies to deliver flawless operational updates to defend their multiples. This week's earn
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$700 Billion in Hyperscale Capex: The Pivot from AI Training to Inference
Apr 28, 2026
The broader tape remains structurally bifurcated today, with the Information Technology sector lifting indices marginally while consumer discretionary and staples lag. Behind that divergence is a prof
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De-escalation, Hyperscaler Capex, and the Physical Realities of the AI Arms Race
Apr 18, 2026
The unofficial de-escalation of the Iran conflict has removed a significant macro overhang, clearing the path for the Information Technology sector to resume its structural breakout. With the geopolit
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