HOLD AVGO
0 shares at $325.52 on 2026-03-05
Reasoning
Current position: 0.28 shares. AVGO earnings delivered blowout ($19.3B revenue +29% YoY, $22B Q2 guide vs $20.56B consensus, $100B+ AI revenue vision for 2027). Stock up 5% AH, Truist raised PT to $545. Playbook correctly identifies: DO NOT chase the open. Wait 2-3 sessions for post-earnings consolidation at $335-360 before adding. The AI custom ASIC thesis is now massively validated, but immediate post-earnings volatility warrants patience. Hold current position, avoid chasing.