The host says Broadcom rose over 3.6% and reclaimed its annual line and 50-day MA; if it can continue to hold $370 in the short term, the next step is to fill the upper gap and stand on the half-year line at $390.
The host thinks Western Digital’s synchronized pullback on Toshiba-related news is just a short-term fluctuation; the mid-to-long-term fundamentals remain positive because AI data center demand for high-capacity hard drives is still very strong.