Speaker is interested in AVGO due to valuation and outlook but currently holds no position.
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How about Broadcom? Broadcom's flat.
A bit of all the optimism around Broadcom's outlook, which did nothing to help the stock. The stock's down 5%. This was from yesterday. Goldman's research size side reiterates a buy on Broadcom.
They are cheap after management guided revenue double and then double again.
this is coming from Goldman Research arguing that there's a major concentration of revenue where Broadcom is pitching how big of a customer uh Anthropic is going to be, but how that could actually end up being problematic because Anthropic and OpenAI are material customers and if there's a D-rating occurring in tokens, then you might end up seeing the price of work collapse faster than what the compute buildout has been uh expecting so to speak.
If oh, Anthropic can keep paying its bills, then Broadcom looks really cheap.
Very tempted by Broadcom but don't own it.
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