Speaker is tempted by AVGO but does not currently hold a position.
“This Chart Signals the END of the AI Stock Bubble.”
Meet KevinPublished Sep 4 · 2 passages
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If Anthropic can continue to pay its bills, Broadcom looks really cheap. If Anthropic's S-1 IPO documentation is positive, it will frankly make you optimistic about Marvell and Broadcom.
I feel very tempted by Broadcom, but I don't own it.
What this channel has said about $AVGO
Meet Kevin has 9 calls on this stock; only the adjacent ones are shown.
2026-09-10Bullish
On Friday, I said guys, gals, Broadcom, AMD, they are at juicy support levels. These have a really good jump inside of them.
Quote at 13:32 ›2026-09-04This one
If Anthropic can continue to pay its bills, Broadcom looks really cheap.