THE MORE THINGS CHANGE

 THURSDAY FINANCIAL UPDATE: 

This is what we wrote on Monday morning:  

AVGO (Broadcom, which reports this week) below 350 (it's around 320 now. Because it reports this week, this will be our first buy, either late today or tomorrow),

Well Dear Readers, AVGO reported Wednesday night and blew the doors off its quarter and forecasted 100 billion (with a B) in income from AI in 2027. AVGO is up over 20 dollars in pre-market trading. This is a long term (18 month plus) play that is going to double in price. AVGO also reported a 10 billion (with a B) share buyback. Economics 101- less supply, same demand, prices rise. FYI.

The more they remain the same. 

UPDATE: Speaking of changes, ACE Bar attorney Brian Tannebaum has issued this update:

On December 5, 2025 the Florida Bar Rule allowing for an interim suspension upon arrest for a felony went into effect. On that same date, the bar filed dozens of petitions.

 The first order was issued and it’s some good news. The Supreme Court declined to enter an interim suspension against a lawyer in PTI. It was denied without prejudice for the bar to refile if the lawyer fails to complete PTI.

 ...

As this is a new Rule, and was opposed by the Board of Governors and many bar counsels don’t like it either, there is a possibility that this type of ruling provides guidance for the bar and defendant-lawyers in PTI can avoid these petitions.

And finally this:  The market is rallying today after an up and down day Tuesday. Caution. Danger Will Robinson. This is a possible dead cat bounce. We like AVGO ahead of earnings. And will nibble at some others. But move slowly. This war business has a ling way to go until it is settled and there will be more ups and downs.