🟠 AVGO: The right trade for the wrong reason?

The Brief ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏  ͏  ͏­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­     Online Version

The Brief | May 23, 2026 3 answers that help you find trades others can’t

What are this week’s market risks or opportunities? Among thousands of conversations shared with WarrenAI this week, one question kept coming up in the AI semi names: should I rotate out of Micron into Broadcom or ASML for better upside? People are framing it as a rotation, but the data says it isn’t exactly. Nvidia reported Wednesday with Data Center revenue of $75.2B, up 92% YOY. AI infrastructure spending by the major cloud providers (Microsoft, Google, Amazon, Meta, Oracle) is now running around $725B for 2026. The pie is growing faster than any single vendor can capture, opening room for names beyond Nvidia to take real share without Nvidia losing any. The harder question is whether end-user revenue ever justifies the spend. Consulting firm Bain puts it at $2 trillion in annual AI revenue to support $500 billion in capex. That gap hasn’t closed. So the real rotation is about whether the spend ever pays back, and it’s worth running against your own watchlist. How Does This Affect My Watchlist? Which trades should I consider? The rotation conversation keeps circling the same four names, each playing a different role in the AI stack. Nvidia is the company that built the market for AI compute and the most widely held trade in this sector right now. Micron (MU) makes the memory chips that go into AI servers, but its revenue rises and falls with memory prices as much as with AI demand, which is why we're seeing people move out of it this week. ASML is the only company that makes EUV lithography equipment, the machines required to manufacture every advanced AI chip in this story. Broadcom (AVGO) is the one worth understanding before you buy. More on that below. Should I consider this trade? Broadcom is up 81.85% in the past year and performance chasers drove most of that move without a thesis. The true catalyst is custom silicon. Google, Amazon, Microsoft, and Anthropic are all designing their own chips now, built for their specific AI workloads, because custom silicon costs less to run at scale than off-the-shelf GPUs. Broadcom is the company they’re working with to build it. Their deal with Anthropic alone accounts for 3 gigawatts of AI infrastructure demand, a multi-year commitment with years of execution ahead. Broadcom reports on June 3. Big earnings weeks separate the investors who own it for a reason from the ones chasing the chart. Two people can hold the same shares without having the same conviction to hold them through a bad week. Read WarrenAI’s View on AVGO Data correct to 21.05.2026

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American Market Recap: SKy News Arabia: Negotiations in Tehran have reached an agreement on nuclear issue

Friday, 22 May, 2026 News SKy News Arabia: Negotiations in Tehran have reached an agreement on nuclear issue Sky News Arabia is reporting: Negotiations in Tehran have reached an understanding on broad outlines regarding the nuclear issue. Delivery of Uranium would be linked to lifting the sanctions and would News Bakers Hughes total rig count 758 in the current week, Up 5 for the week Baker Hughes rig count Oil rig count =10 to 425 Natural Gas Rig cound -3 to 125 Total rig count for the week +7 to 558 The price of crude oil is trading at $96.35 which is near unchanged on the day. Learn more News WSJ: Critical Stage in Iran negotiations: Mediators rush to prevent military action The WSJ are reporting that negotiations over Iran are at a critical stage, with mediators urgently trying to secure at least a temporary framework agreement to prevent renewed U.S. and Israeli militar Central Banks New Fed Chair Warsh: Ours is a time of great consequence Thank you Pres. Trump Intend to fill roll with energy and purpose Look to faithful to the mission These years can bring unmatched prosperity, that will raise living standards. INflation can be lower, Technical Analysis USDCAD stretches above the 200 day MA. Although Canada’s inflation and retail sales data came in stronger than expected, the broader USD buying bias — along with retail sales details that were not as strong beneath the surface (with core s Central Banks Trump: I expect Kevin Warsh to go down as one of the very best Fed Chairman. President Trump swears in Kevin Warsh as the new Fed Chair in a White House ceremony: I expect Kevin Warsh to go down as one of the very best Fed Chairman. No one is better to lead the Fed, than Kevin Central Banks More Waller: Hawkish comments from the Fed Governor If shorter run expectations go up, that’s alarming and the Fed might have to take steps There is no way the Fed can go back to the small balance sheet of 2008 The Fed wants to run an ample reserves ty Technical Analysis EURUSD could not extend above the 100 hour MA. Sellers reverse lower and to a new low The EURUSD attempted to move higher during the North American session, with the rally extending toward the 100-hour moving average , but sellers once again leaned against that key technical level and Learn more Stock market update Technology stocks rally while consumer giants falter: Navigating today's market dynamics 📈 Technology Sector: A Notable Surge The technology sector has shown a remarkable upswing today. Semiconductors are leading the charge with AMD gaining a robust 4.25% and TXN climbing by 3.94% . I

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