AVGO is undervalued (single-digit 2028 multiple); upside depends on management clarifying long-term AI gigawatt growth.

I think isn't that when Broadcom earnings are as well? I mean, that's going to be one heck of a catty rich day, huh? So that's going to be Broadcom. Wait, no. Broadcom is Wednesday after the close.

And often what they do is they end up doing a PM event. We'll see. There's still no time frame on that.

Back to the stock market. Not Nvidia, but Broadcom because we're going to get earnings. People sometimes I think forget it's a $ 1.7 trillion market value higher than metas for example.

What are your expectations for those numbers and what they're going to mean?

I think the quarter uh and you know even the next few quarters mean nothing. I think that the stock is trading probably at a singledigit multiple on the 28 numbers and Hawk needs to say >> we should do an analysis on Broadcom uh before the live stream is over because they've got earnings coming up. the AI gigawatts that they're going to serve through 2028, maybe even beyond, so that people see the long-term earnings power is growing and growing huge.

And I think that he needs to do a gigawatt walk sort of uh help people with the long-term growth rate and then the stock can work. But I think it's super cheap. I think you should not underestimate Hawk Tan.

And he had a bad conference about 90 days ago. Chances of him having two in a row, I think, are slim, but we'll see.

Broadcom earnings coming up tomorrow.