Broadcom Inc. (AVGO) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer
$345.00 -1.94% NASDAQ • Public Delayed / 60s Snapshot
Broadcom Inc. (AVGO) receives a Roarable Rating of D (Sell) and flashes a Red SELL / AVOID warning (67/100 RQD Confidence). Our SEC filing scanner spotted paper earnings outpacing real operating cash flow (+182.1% (NI vs OCF)) while unpaid customer invoices grew—a classic sign to step aside until cash flow catches up.
ROARABLE D • SELL / AVOID
Cap $1.56T
INTERACTIVE SCENARIO DECK:
RQD QUANT TACHOMETERSELL / AVOID • D
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw B+ · Rk D
Each axis scored 0–20
12M PRICE TARGET CONE+12.4% Base Target
WHALE OPTIONS TUG-OF-WAR:71% Call Buyers ($10.5M)
29% PutsMax Pain: $350.00
SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT
Explore All 13F & Congress Whales →AVGO Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING
▲ Disclosed Buys: 5 ($709.7M)▼ Disclosed Sales: 11 ($541.4M)
Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (AVGO)
| Filer / Title | Category | Side | Shares | $ Value | Filed |
|---|---|---|---|---|---|
| Renaissance Technologies13F-HR Medallion Quantitative Manager // CIK 0001037389 | HEDGE_FUND | BUY | 940,000 | $333.8M | 2026-10-16 |
| Duquesne Family Office (Stanley Druckenmiller)13F-HR Global Macro Family Office // CIK 0001536411 | HEDGE_FUND | BUY | 620,000 | $218.7M | 2026-10-15 |
| Rep. Nancy PelosiU.S. House Representative (CA-11) // STOCK Act PTR | POLITICIAN | BUY | 20,000 | $7.2M | 2026-10-05 |
| Samueli HenrySEC Form 4 Open-Market Officer / Director | INSIDER | SELL | 702,190 | $250.0M | 2026-09-25 |
| Brazeal Mark DavidSEC Form 4 Open-Market Officer / Director | INSIDER | SELL | 25,000 | $10.0M | 2026-07-14 |
| Brazeal Mark DavidSEC Form 4 Open-Market Officer / Director | INSIDER | SELL | 25,000 | $9.5M | 2026-07-10 |
| Delly Gayla JSEC Form 4 Open-Market Officer / Director | INSIDER | SELL | 1,890 | $728.4K | 2026-07-10 |
| Page JustineSEC Form 4 Open-Market Officer / Director | INSIDER | SELL | 1,602 | $598.9K | 2026-07-01 |
| Samueli HenrySEC Form 4 Open-Market Officer / Director | INSIDER | SELL | 654,241 | $250.0M | 2026-06-26 |
| Brazeal Mark DavidSEC Form 4 Open-Market Officer / Director | INSIDER | SELL | 8,152 | $3.2M | 2026-06-18 |
| You Harry L.SEC Form 4 Open-Market Officer / Director | INSIDER | BUY | 1,000 | $373.6K | 2026-06-15 |
| Velaga S. RamSEC Form 4 Open-Market Officer / Director | INSIDER | SELL | 8,000 | $3.0M | 2026-04-14 |
| Delly Gayla JSEC Form 4 Open-Market Officer / Director | INSIDER | SELL | 1,000 | $358.3K | 2026-04-13 |
| Velaga S. RamSEC Form 4 Open-Market Officer / Director | INSIDER | SELL | 30,215 | $10.6M | 2026-04-10 |
| Kawwas Charlie BSEC Form 4 Open-Market Officer / Director | INSIDER | SELL | 10,000 | $3.5M | 2026-04-10 |
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Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring AVGO)
- ✓Live walkthrough of AVGO's RQD Radar, SEC cash-conversion gap & downside levels
- ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
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RQD INSIDER CLUB UPGRADE$49/YEAR
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AVGO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -22.60%🛡️ HOLDING TREND SUPPORT
2026-10-30O $324.5H $352.4L $319.3C $326.1VOL 120.45M
RES: $361.4SUP: $324.6SMA50: $352.8SMA200: $367.7
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
AVGO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
+ 1.57% YoY Shares
SEC XBRL FY2024 → FY2025: Active share-count expansion (monitor SBC & convertibles).
Reverse-DCF Expectations Hurdle (#30)
30.9%/yr Implied 5Y Growth
vs. +48.7% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
DEVELOPING · Custom ASIC Base Flag Continuation
Trigger: $335.21 • Invalidation: $308.47
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
AVGO → GOOGL Confirmed Filing
Broadcom co-engineers custom AI XPU/TPU silicon IP, SerDes high-speed interconnects, and CoWoS packaging logistics enabling Alphabet to scale internal Gemini training and Search AI inference.
TSM → AVGO Confirmed Filing
Broadcom explicitly discloses in its Form 10-K that TSMC manufactures substantially all of its leading-edge Tomahawk/Jericho Ethernet switches and custom hyperscale AI XPU wafers.
AI Analyst Theses, Washington Policy & Company Video
💡 The Second-Order AI Bottleneck: Hyperscaler CapEx Is Shifting Pricing Power to Custom Networking, Switchgear & Baseload IPPs (mara-quenwick)
💡 What Changed Our Mind: High-Speed 800G AI Ethernet Caught Up Faster Than Our Initial Model Assumed (mara-quenwick)
🎬 Curated Video: Pricing Semiconductor Earnings Implied Moves & Post-Event IV Crush Risk (Yahoo Finance) →
AVGO Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDAre AVGO insiders and hedge funds buying or selling?
Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies AVGO leadership and institutional positioning as: BALANCED INSTITUTIONAL POSITIONING.