Hey traders,
The other day on Market Masters, something jumped out at me that I had to share with you.
Broadcom’s CEO announced he’s tying his own compensation directly to AI profits.
Think about that for a second.
That’s not some empty press release. That’s a guy standing up and saying: “I‘ll eat what I kill. If we don’t win in AI, I don’t get paid.”
Now that’s bold.
Great Horses, Bad Jockeys
I’ve been in this game long enough to see plenty of “hot” companies with cutting-edge products go nowhere because management was a disaster.
The horse might have been strong — but the jockey couldn’t ride.
Investors forget that. They fall in love with the story or the technology and ignore who’s actually steering the thing.
That’s how you end up owning a company with accounting issues, lousy execution, or leaders who cash checks whether they deliver or not.
The Other Side
And then you get moves like this — where a CEO basically bets his paycheck on performance.
That tells me he’s confident. He’s not just talking the talk, he’s walking the walk.
Does that mean Broadcom is risk-free? Of course not. No stock is.
But when I see strong management — people willing to put their money where their mouth is — I file that under the kind of company I don’t mind trading around.
The Takeaway
Whether you’re buying stock, selling puts, or running credit spreads, remember this: you’re not just trading tickers, you’re trading businesses run by people.
And if the jockey’s strong, the odds of finishing the race go way up.
Trade well,
Jack Carter
P.S. History has shown us a pattern with Big Tech… Here’s how I’m arming myself for what’s to come this month.
