Broadcom (AVGO)

📹 Why I’m Extremely Bullish on Broadcom ($AVGO)

Wide economic moat from custom AI chip know-how, networking leadership, a front-row seat at TSMC, sticky software, and a strong operator. · Elite financials: 69% gross margin, strong free cash flow (~$40B), and debt that is easily serviceable. · Huge growth potential from AI deals with Google, OpenAI, Anthropic, and Apple, with management projecting massive AI chip sales growth. · Technical setup: price is at a smart-money discount level with ~70% odds of recovering to all-time highs within 12 months; target $500–520, stop below $280.

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Best pure play on custom AI chip design, co-developing with mega tech giants. · AI chip revenue surged 221% year-over-year to $16.7 billion. · PEG ratio is less than half of one, over 54% cheaper than sector median. · Creator has been buying shares on the dip.

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Could see the stock back above $300 soon with positive semiconductor news. · Would consider adding to Broadcom.

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Reported $16.7 billion in AI revenue last quarter and guiding to $115 billion next year. · Working with major customers like Google, Anthropic, and Meta on custom TPU chips. · Trades at 0.46 PEG, a good deal despite being down 21% last month.

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Avgo dropped about 11% on the week amid the AI sell-off.

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Broadcom is also cheap at ~15.4x forward P/E, part of the attractively valued major chip companies.

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Broadcom was already cheap and is even cheaper now, making it attractive for selective buying.

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Stock continues to sell off with lower highs and lower lows.

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He added a couple of shares this month and is up over 500% on his initial cost basis. · With a PE around 28.5 and expected earnings growth of 56-70% year over year, he thinks the valuation is still interesting.

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Broadcom is down despite being the key partner for Google's TPUs and Amazon's Trainium, showing the market is punishing all AI names regardless of fundamentals.

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Custom AI chip business with major partners like Google, Amazon, Microsoft, and Meta growing rapidly. · Forward PE of 15.5 based on FY2027 estimates, below fair value. · Semiconductor solutions revenue up 127% year-over-year, driven by AI demand.

📹 Everything You Need to Know Before the Anthropic IPO

Broadcom arranged funding for Anthropic to buy its chips and infrastructure, making it a big beneficiary as Anthropic builds out its own data centers.

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Broadcom is Anthropic's largest computing supplier, with a $161B commitment, but the creator does not express a directional view on the stock.

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Broadcom is near the $330 kill zone at $326, a key support level watched for weeks. · A big buy signal triggered at $321 this week, the first since mid-June, and this signal has been 100% accurate historically.