| Hey Income Aficionados, Each week, I join the rest of the Option Pit team for the Ticker Highlight Show – a completely free session where we break down our top and bottom stock picks of the week. Then we build a simple, directional options trade you can use right away – again, totally free. Before this week’s show, I want to give you a sneak peek: the stock I’m loving right now… and the one I think is in trouble. My Bullish Pick: AVGO Broadcom Inc (Ticker: AVGO): just crushed earnings again—and raised forward guidance—driven by surging demand for AI accelerators and custom silicon. They're becoming essential to the AI data center boom. We’re not just talking about a few new server racks. The world is racing to build next-gen, intelligent data centers—at scale. Just look at the Saudis and the UAE, who recently announced massive GPU purchases and plans to provide AI access to their citizens for free. This is happening, it’s scaling fast—and in my view, it’s still underhyped. Broadcom is becoming a critical enabler of the AI infrastructure stack (the various levels of important equipment and software), as a foundational player supplying the ultra-high-end networking gear and custom silicon needed to connect everything inside hyperscale data centers. If Nvidia is the brain and organs of the AI data center… Broadcom is the spine and nervous system—linking it all together. And here’s the kicker: AVGO is one of the few large-cap AI names still trading at a reasonable PEG ratio. PEG is valuation relative to growth - and it’s a key metric in the growth world. Not an un-volatile name, but you’re getting AI upside, infrastructure scale, and solid fundamentals—all in one clean, high-conviction play. My Bearish Pick: ZM Once again this week I am targeting names that I think are having their lawns mowed by cheap and plentiful AI. This one might be confusing because so many of you use it. Zoom Communications Inc (Ticker: ZM) had its breakout moment during the pandemic—but that moment’s long gone. Now, the company is scrambling to reinvent itself as an AI collaboration platform. The problem? It’s getting outgunned. Microsoft Teams, Google Workspace, and Slack are all rolling out smarter, AI-native features faster and with deeper integration into broader productivity ecosystems. Zoom is clunky. Zoom’s core video business is stagnating. Customers are consolidating tools, and there’s no real moat left—just muscle memory. In a world shifting to AI-native platforms, Zoom feels like a relic from the pre-AI productivity era. The story’s over, even if the ticker’s still trading. Zoom will probably be with us for another 10 years, but will it flourish the same way that it has in the last 5? I don’t think so. Will one of my AI picks become our free trade on Monday? Be there to find out! Add it to your calendar here. May the income be with you, | 
