AVGO fell 11%?

Author

Pete Tan
December 13, 2025

🚨 Fresh Earnings Breakdown — AVGO & LULU 🚨

Just dropped my latest earnings report deep dive on Broadcom (AVGO) and Lululemon (LULU) and I’ve opened this one to the public until Sunday 👀

If you’re feeling uneasy about the recent AVGO pullback, this is a must-watch. I walk through:

What the earnings actually said (not the headlines)

Why AVGO sold off and what matters from here

How I’m thinking about AVGO vs. LULU going forward

🎯 SMG members of course get forever access, but for everyone else, this is a limited-time window.

Takeaway: Earnings create noise, understanding them creates opportunity.

Meanwhile check this out:

Here’s an un-boring way to invest that billionaires have quietly leveraged for decades

If you have enough money that you think about buckets for your capital…

Ever invest in something you know will have low returns—just for the sake of diversifying?

CDs… Bonds… REITs… :(

Sure, these “boring” investments have some merits. But you probably overlooked one historically exclusive asset class:

It’s been famously leveraged by billionaires like Bezos and Gates, but just never been widely accessible until now.

It outpaced the S&P 500 (!) overall WITH low correlation to stocks, 1995 to 2025.*

It’s not private equity or real estate. Surprisingly, it’s postwar and contemporary art.

And since 2019, over 70,000 people have started investing in SHARES of artworks featuring legends like Banksy, Basquiat, and Picasso through a platform called Masterworks.

  • 23 exits to date

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My subscribers can SKIP their waitlist and invest in blue-chip art.

Investing involves risk. Past performance not indicative of future returns. Reg A disclosures at masterworks.com/cd

Happy Hunting!

Pete
Invest with Pete

🚨‼️ By the way, I’ll never PM anyone on telegram or any other social media platforms. If you receive any “Pete” messaging you, these are scammers impersonating me. Pls beware!

The information provided in this newsletter is for informational purposes only and does not constitute financial advice. Readers should seek their own independent financial advice before making any investment decisions. Please note that while Pete is a portfolio manager, the opinions expressed in this newsletter are his own and do not represent the views of any organization. Always perform your own research and due diligence before investing.