Broadcom is mentioned alongside Nvidia as a key event of the week, with its options also indicating expected price movements.
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Weekly Update with Larry Berman – August 22, 2026
Aug 22, 2026
Larry Berman discusses the Treasury Secretary's yield curve twist policy, noting the market's initial reaction and subsequent return to pre-announcement levels. He highlights Nvidia and Broadcom's expected price movements based on options data and observes that AI is driving S&P earnings growth, but expresses concern about the crowded AI trade. Berman strongly recommends a risk-free trade involving buying TLT with a long-dated put option as a hedge against equities.
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Nvidia's options suggest a roughly 3% move either way for the upcoming week, indicating a narrow expected range around earnings.
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