The OpenAI Astra launch is reigniting AI infrastructure demand broadly, but Broadcom sits in a uniquely advantaged position as a custom ASIC designer for hyperscalers — a structural beneficiary that doesn't carry the inference-cost-destruction risk that weighs on commodity memory (MU) and GPU suppliers (NVDA), giving it a cleaner read-through from the AI capex theme than any call already on the board. Scored on the close 7 days out. If AVGO does not move 5.5% in my favour by then, this is a miss.

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