Callum Peers @PelosiTracker: "Broadcom ($AVGO) sets a massive..."

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Broadcom ($AVGO (Broadcom Inc)) sets a massive AI bar $616M performance award: Board ties Hock Tan’s payout to AI revenue. Zero if AI rev stays ≤ $60B; up to 300% of 610,521 target shares if it tops $120B in any four consecutive quarters during FY28–FY30. He must remain CEO through 2030. AI push: Custom accelerators (XPUs/ASICs) + high-speed networking. Reported $10B custom-chip deal with OpenAI. Street sees ~$20B AI-chip revenue in 2025. Stock & stance: YTD +45%; premarket +2.3% on the comp news. Latest rating: Buy, PT $365. Momentum is strong, but “overbought” flags are up. Ambitious target or board overreach? How would you size $AVGO after this run? Not financial advice. $AVGO $NVDA (NVIDIA Corporation) $GOOGL (Alphabet Inc Class A) $META (Meta Platforms Inc) $MSFT (Microsoft)