☕️ Buy Broadcom? – plus, three things to do ahead of tonight’s Iran deadline
Apr 07, 2026Howdy! 👋
All three indices are red as I type as traders “fear” the worst tonight, say the news outlets.
I get it.
Think about this for a moment.
Traders are driving prices down hard this morning not because they fear the worse but because they know the investing public does. It’s like FOMO but in reverse.
They’re not here for the dental plan.
Today’s game is to separate the weak hands from their money while positioning for the next run higher – and the way they do that is to buy while everybody is selling.
Remember, selling doesn’t happen in a vacuum.
You can’t have sellers without buyers, which means as much as the average investor is thinking about selling, the big money is buying.
Reminds me of two very important lessons I’ve learned over the years:
- Always do what Wall Street does, not what it says; and,
- The hardest [and most profitable choices] are often those that make the least sense.
Here's my playbook.
1 – Three things to do ahead of tonight’s Iran deadline
First, take a hard look at your portfolio and cut anything you don’t want to own in 5 years, not five days from now (because, frankly, that should have been gone a long time ago).
Sadly, and predictably, most investors won’t, because they fear losing more than they like profit potential – and that’s an edge for smart investors who understand what I’ve just said.
Second, shore up any short-term cash needs or put cash into a choice like SGOV or US T-bills. Maybe even buy a short-term inverse fund as additional insurance. Or, Putskies – meaning put options – to protect against the bottom falling out.
Third, figure out where price has divorced from value and buy.
History shows very clearly that investors who go to the sidelines because they think that’s being smart inevitably get smoked sooner or later when the markets leave without ‘em.
Take a hard look at the following chart if you don’t “buy” it… pun absolutely intended. 😀
Keith’s Investing Tip: Missing opportunity is always more expensive than trying to avoid risks you can’t control [like tonight’s deadline].
BTW, if insights like that are helpful and you’d like more of ‘em, you may find One Bar Ahead® interesting. Learn more here.
2 – The chip behind every Google brain
Broadcom just quietly signed one of the most important deals in the AI buildout — a long-term agreement with Google to design and supply custom AI chips through 2031. (Read)
Broadcom also locked in a deal tied to Anthropic, giving the AI startup access to 3.5 gigawatts of computing capacity starting in 2027. Bernstein analysts are already calling it "only part of a larger partnership."
MyPOV is that Broadcom isn't a one-and-done supplier any longer but now more like an exclusive design partner through 2031.
I submit Broadcom just became the “chip behind every Google brain.”
So… buy it?
I could make the case – a lot of folks like the stock and own it.
Good on ya if you do. 💯
Either way…
Keith’s Investing Tip: Buy the best, ignore the rest® — and invest accordingly.
3 – AI is minting millionaires. San Francisco’s housing market just confirmed it
Still doubt AI is real money?
Ask a San Francisco real estate broker.
The median home price is now $2.15 million — a record, up 18% in a single year. (Read)
Condos up 27%.
Homes selling 23% above asking.
Twenty-two sales above $5 million in March alone — also a record.
The rest of America?
Up 0.8%... or falling.
This isn't a housing story like most will think, though.
What this tells me is that OpenAI, Anthropic and their peers are minting millionaires at a pace San Francisco has never seen — and millionaires do what millionaires always do… buy hard assets.
But for how long?
That’s the real question.
California has a remarkable propensity to kill the golden goose — taxing, regulating and legislating prosperity right out the door. And the golden goose eventually flies.
Money, like water, flows to where it's treated best.
Now I really want to buy U-Haul or a storage stock.
Hmmm. 🤔
4 – Health insurance stocks are now investable again for all the wrong reasons 🤦
Oh goody.
The government just handed the insurance industry another gift basket — and the industry responded by immediately figuring out how to gut the wrapping paper and return it for cash. (Read)
Medicare Advantage, for those playing along at home, has been a money-printing machine for insurers for years thanks to a delightful little racket called "upcoding" — where insurers magically make patients appear sicker than they actually are to squeeze fatter payments out of Washington.
Technically, of course, it’s not fraud, technically. 🤦️ It's just... creative paperwork… with a pulse ox and a prayer that nobody runs the numbers.
Now the government has blessed these same companies with a juicy rate increase — and Wall Street is already salivating over the margins.
Mizuho's health-care man Jared Holz called it "certainly better" than what was first proposed, and helpfully noted it might let companies expand margins in 2027 — provided, of course, they keep right on slashing benefits and squeezing expenses.
I agree and can’t help but shake my head.
Read that again slowly.
The plan to make healthcare better is apparently to pay the insurance companies more money so they can cut your coverage more efficiently. And mine.
Genius… someone give these people a Nobel Prize and a corner office.
I keep asking myself the same simple question nobody in Washington seems interested in answering: why exactly are we bailing out insurance companies instead of reforming them?
And why on earth are we handing sacks of taxpayer money to middlemen who have spent decades perfecting the art of getting between you and your doctor — and calling it "managed care" with a straight face?
Where's the incentive for doctors to – you know – actually do doctor stuff??!!
And why doesn’t the system let ‘em do what they trained fifteen years and went six figures into debt to do, instead of spending half their day getting pre-authorizations denied by some algorithm in Minnetonka?
Our medical system isn't broken, but worse.
A system deliberately designed to generate profit at the expense of patients, propped up by the very government that's supposed to protect us, and now being rewarded for that behavior with higher payment rates.
It is a national disgrace, imho.
And, sadly, the punchline is that we all pay for it — with our premiums, our taxes, and eventually, our health.
Here's the part that makes my stomach turn.
This rate increase probably does make the big health insurers investable again. UnitedHealth, Elevance, Humana — the numbers may well work in their favor heading into 2027.
Cut benefits and manage expenses… that's Wall Street-speak for "charge more, cover less, pocket the difference."
Invest with your eyes open.
Just don't confuse a good trade with a good system.
I’ll let myself out now… sigh.
Keith's Investing Tip: Sometimes the racket is the trade.
5 – The Ultimate Scam Protection
Scammers are nastier and more sophisticated than ever.
Frankly, the numbers will knock you back.
The FTC just reported that Americans lost a record $15.9 billion to fraud in 2025 alone — up from $12.5 billion the year before, and nearly 430% higher than 2020.
The FTC received 3 million fraud reports last year — and believe you me — that's just a fraction of what actually happened because most victims never report it.
When you factor in what's euphemistically called "underreporting," the real cost of fraud in 2024 alone may have been as high as $195.9 billion. Those 60 and older reported $2.4 billion in confirmed losses in 2024 — 4X what they reported just four years ago.
Romance scams, impersonation schemes and fake investment opportunities top the list — and they're particularly devastating because they don't look like scams.
Criminals design ‘em to break through your normal defenses by looking like a normal email from your bank, a text from your favorite grandchild — even a familiar face online. Maybe someone who looks and sounds like me.
Then, whammo.
One click. One response. One moment of trust placed in the wrong hands — and suddenly your brokerage account is vaporized, your personal data scoured clean and your financial accounts emptied. Or worse.
I've watched this happen to smart, careful people and it makes me furious every time.
Thankfully, my dear friend and financial powerhouse Suze Orman did something about it.
She's launching the first truly comprehensive scam protection plan of its kind — and it includes protections you simply won't find bundled together anywhere else at any price.
Here is a taste of what’s included:
✅ Real-time alerts if your info is leaked
✅ Scam email verification
✅ Cyber extortion protection
✅ Recovery of up to $100,000 if you do get scammed
My bride and I are signing up personally.
I hope you will too.
One more thing in case you’re wondering — NO, I don't receive a single penny for bringing this to your attention. That's not how I roll and it never will be. I'm sharing this because I think it's that important.
Keith's Investing Tip: The best defense is one you set up before you need it. Protecting what you've built matters just as much as building it.
Bottom Line
Any fear you’re feeling is a catalyst for growth, knowledge, and yes, profits.
Contrary to what people think, it’s not something to be exploited at your expense but an emotional input you can learn to recognize, overcome, and use to your advantage.
It doesn’t matter whether you’re a trader or an investor, the principles are the same.
All roads lead somewhere, so take the walk and enjoy it.
You got this – I promise!
Now and as always, let's MAKE it a great day.
Keith 😀
