Wall Street’s #1 semiconductor analyst is with us as Broadcom soars to a new all-time high, pushing its market cap past $1 trillion for the first time. Plus, the market is facing a breadth problem, and the Mag 7 are emblematic of a worrying sign of weakness in the market, according to our market guest. And Rep. Gottheimer from NJ joins us with his take on the mysterious drone sightings in the state, and the government’s efforts to ban TikTok.