1 Stock to Buy, 1 Stock to Sell This Week: Broadcom (Buy) and Lululemon (Sell)

Investors looking for a clear, research-backed trade idea this week should consider Broadcom as a buy and Lululemon as a sell. Broadcom is riding a wave of accelerating AI-related demand that shows up in its most recent quarterly results, forward guidance, and an outpouring of analyst upgrades tied to semiconductor spending by hyperscalers. Lululemon, by contrast, is exhibiting classic consumer-retail warning signs: rapidly rising inventories, slowing growth in the face of a cautious consumer, and a string of analyst price-target cuts and lowered earnings expectations. Below I lay out the reasoning, evidence, and practical considerations for each recommendation so readers can understand both the opportunity and the risk.