Broadcom Stock (AVGO)

Upside – $MRLN +40% (Q3 revenue rose 80% year over year, while new U.S. special-operations and autonomous-CASEVAC awards strengthened the defense pipeline) – $MOD +38% (Samsung reportedly in talks to acquire the data-center cooling supplier, with a potential deal possible within weeks) – $SLSN +32% (Q3 revenue grew 38% and the company swung to record …

Upside – $FOSL +23% (Q3 beat, gross margin surged and the FY sales and profit outlook was raised) – $SATL +21% (record Q3 revenue, positive adjusted EBITDA and a post-quarter deal to sell three in-orbit satellites for about $37M) – $RSKD +20% (Q3 revenue growth accelerated to 41% and revenue and adjusted EBITDA guidance was …

As it relates to heavily weighted large-cap technology, the election will likely delay the construction of data centers. This means an entire portion of large cap (the “component” companies like Broadcom ($AVGO), Nvidia ($NVDA), Micron ($MU), Advanced Micro Devices ($AMD), Intel ($INTC), Sandisk ($SNDK), etc.) all face an increasingly uncertain sales and profit outlook. (Peripheral …

Upside – $MFIC +23% (ARCC agrees to acquire it for $10.88 per share in cash and stock, valuing the transaction at about $2.6B) – $INIO +14% (record Q3 results and FY26 revenue and EBITDA outlooks were raised) – $CLS +12% (Q3 beat, FY26 outlook raised and initial 2027 guidance called for 90% revenue growth on …

Upside – $IRON +52% (Phase 3 APOLLO trial met all primary and secondary endpoints in erythropoietic protoporphyria) – $AAME +41% (long-delayed 2025 annual report was filed, showing a return to annual profitability) – $XLAB +24% (extends rally after securing an $8.2M AI-server order) – $TCRT +20% (extends volatile rally tied to a proposed acquisition and …