$AVGO
7 long-form articles and 33 pre-market mentions covering $AVGO from AskMelon Research.
Qualcomm's $238B Valuation Leans on a Royalty Toll Apple Is Walking Away From
Qualcomm prints $10.6 billion a quarter and a 72% margin on patents, but the engine behind that cash is a clock running down: Apple — one of three customers each worth 10% or more of revenue — plans Q…
Marvell Trades Richer Than Broadcom to Be the Runner-Up in Custom AI Chips
There is a booming corner of the AI economy that gets less attention than Nvidia but may matter almost as much: custom silicon. The largest cloud companies — Amazon, Google, Microsoft, Meta — are incr…
Whatever It Takes
The man who controls the votes has decided that artificial superintelligence is imminent, that whoever builds the infrastructure first wins everything, and that his company will therefore spend whatev…
The Custom Job
It has been crowned the second great winner of the AI chip boom — the company the hyperscalers turn to when they want to escape Nvidia's grip and design their own silicon. Its AI revenue is tripling, …
The Challenger
It was supposed to be the careful one — the safety-first lab, the adults in the room, the company that would build artificial intelligence slowly and responsibly while everyone else raced for the clif…
Sixty-Seven Times
Palantir is a genuinely great company — profitable, growing 70% a year, dominant in AI and defense. That is precisely what makes it dangerous. At sixty-seven times sales it is priced for a decade of p…
The Encore
A Korean stock once pumped nearly 500% by a viral music video is being pumped again — this time by artificial intelligence. The same casino chip, two manias, fourteen years apart. And this week the wh…
Thursday, June 18, 2026
Kevin Warsh's inaugural dot plot landed the week's decisive blow — nine of eighteen officials now project a 2026 rate hike, the median year-end rate jumped forty basis points to 3.8%, and the S&P 500 …
Wednesday, June 17, 2026
Kevin Warsh takes the podium at 2:30 PM for his inaugural press conference as Fed Chair — the rate hold at 3.50–3.75% is ~97–98% priced, the dot plot has been written, and nothing that prints before 2…
Tuesday, June 16, 2026
The Bank of Japan hiked to 1.00% overnight in a 7-1 decision — Japan's highest rate since 1995 — the Nikkei briefly crossed 70,000 for the first time in its history before closing at 69,404, and marke…
Sunday, June 14, 2026
The week of June 9–13 resolved its midweek CPI crisis into a constructive finish — S&P 500 closed Friday at 7,431.46 (+0.7% on the week, recovering above the June 5 NFP shock level of 7,383.74) — driv…
Friday, June 12, 2026
On the evening of June 11, President Trump canceled planned US military strikes and announced a ceasefire framework with Iran — a single presidential decision that erased the structural Hormuz-closure…
Thursday, June 11, 2026
Three structural facts rewired the overnight tape: Iran formally declared the Strait of Hormuz closed to all commercial shipping under military enforcement — an explicit escalation from weeks of pract…
Wednesday, June 10, 2026
The session's entire directional fate hangs on one number printing at 8:30 AM ET — May CPI at consensus 4.2% YoY, the highest since April 2023 — against an overnight tape where US-Iran kinetic escalat…
Tuesday, June 9, 2026
The two-session chip bounce continues — Polymarket gives 89% odds of a higher open, ES is +0.35% and NQ +0.70% — but Tuesday arrives with three complications Monday didn't have: NFIB small business op…
Monday, June 8, 2026
The weekend Iran-Israel missile exchange — Iran's first direct barrage at Israel since the April 8 ceasefire, answered by Israeli airstrikes on Iranian petrochemical facilities and US CENTCOM strikes …
Sunday, June 7, 2026
The week that ended Friday June 6 was defined by two earthquakes of opposite sign: May's nonfarm payrolls printed 172,000 — more than double the 85,000 consensus and one of the largest monthly beats o…
Saturday, June 6, 2026
Your Saturday morning market coffee. The week the S&P 500's nine-week winning streak ended — not from a geopolitical shock alone but from a two-front collision: a blowout May jobs report of 172,000 ne…
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, June 5, 2026
May nonfarm payrolls printed +251K — three times the ~85K consensus and nearly double the ADP 122K print — transforming Chair Warsh's June 16–17 FOMC debut from a data-neutral hold into a hawkish one,…
Thursday, June 4, 2026
Broadcom's record $10.8B AI quarter and CrowdStrike's fiscal Q1 ARR record both sold off sharply in after-hours and extended pre-market — AVGO −13.8% (~$413) on a software segment miss and CRWD −11% o…
Wednesday, June 3, 2026
Iran's overnight ballistic missile attacks targeting Kuwait and Bahrain — intercepted but immediately triggering US CENTCOM retaliatory airstrikes on Qeshm Island in the Persian Gulf — mark the most d…
Tuesday, June 2, 2026
Two overnight prints confirm the AI infrastructure cycle has entered a phase where execution matters more than narrative: HPE's Q2 FY2026 delivered EPS $0.79 vs. $0.53 estimated (+49% beat) and revenu…
Monday, June 1, 2026
SoftBank's €45 billion (~$52B) first-phase AI infrastructure commitment to France — driving Tokyo shares +14% — cements June's opening thesis that the AI capex supercycle is now global, not just Ameri…
Sunday, May 31, 2026
Nine consecutive S&P 500 winning weeks, all three major indices at all-time highs, and a month-end close that saw the Dow cross 51,000 for the first time and WTI post its worst May since April 2025 (~…
Saturday, May 30, 2026
Your Saturday morning market coffee. The four-day week US and Iranian negotiators reached a tentative 60-day ceasefire extension and agreed to resume nuclear talks — sending WTI crude crashing to $87.…
Saturday, May 30, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 30, 2026
Note: The extraction prompt requests claims from a "## 9 Strategy Triggers" table, but no such section exists in this report. The Strategy Scorecard table contains a "Trigger" column with event descri…
Saturday, May 30, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 30, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Sunday, April 26, 2026
Trump blows up the Islamabad talks. Araghchi reroutes to Moscow. The week that ends with "indefinitely extended ceasefire" starts with envoys sent home.
Friday, April 24, 2026
Intel +25% on a revenue blowout. Trump tells reporters "don't rush me" on Iran. Brent breaks $105. Bitcoin back at $78K. The Nasdaq is dragged higher by a single semiconductor while oil tells another …
Thursday, April 16, 2026
S&P 500 above 7,000 for the first time. Nasdaq on an 11-day winning streak. The Iran war is "very close to over." TSMC just crushed earnings. And China GDP beat. This is a market that refuses to stop.
Saturday, April 11, 2026
Your Saturday morning market coffee. Feet up, portfolio open.