We added to our position this morning. 2. Shares of custom AI chipmaker Broadcom edged higher after Mizuho raised its price target to $410 from $355 late Thursday, citing upside to AI revenue forecasts. The analysts lifted their estimates for fiscal years 2026 through 2028. Growth is being driven by ramped-up production with current clients and expansion to new ones like OpenAI. On Thursday, we said we would trim our Broadcom position if we weren't restricted. The stock has had such a big move since reporting last week. Our stake now exceeds 5%, and when a position gets that large, it's time to lock in gains and right-size it. 3. Looking ahead to next week, there are some key analyst events on deck. DuPont is holding an investor day to preview the new DuPont and Qnity Electronics ahead of its upcoming spinoff of its electronics business. We have our buy-equivalent 1 rating on DuPont stock and a price target of $90 per share.