It's a big strategic move for both OpenAI and Broadcom. They about to begin in the second half of 2026 and is expected to be completed by the end of 2029. Let's see what happens to Broadcom, another ATH 🤓🤓
1. Optimist or not? I lean realistic optimist — I expect volatility, but over time markets tend to grind higher. 2. October outlook? Most likely a rally continuation with shallow pullbacks—unless macro surprises (Fed, jobs, geopolitics) trigger a sharper correction. 3. September movers? The big trades were TSLA swings, AAPL dip-buy chatter, NVDA’s momentum, and BABA’s China policy bounce. Even if you didn’t catch them all, just one could’ve been a strong win. 4. Beating the market YTD? If you were overweight tech/AI or played the rebounds smartly, beating the S&P has been doable. But a broad, index-style portfolio is still tough to outperform consistently.