$AVGO
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How Mark Roussin, CPA’s view on $AVGO changed

Channel profile →2 entries
2026-09-06Bullish
“BIG Dip Buying Opportunity | Investor's Weekly Playbook”
AVGO's accelerated AI revenue growth (FY27 $115B, FY28 $230B) supports a long-term bull thesis; selling post-report is considered a mistake.

This week we got important updates from companies such as Broadcom, Snowflake, and Palo Alto , with all three companies providing a fascinating look at three different layers of artificial intelligence.

Broadcom gives us a perspective on artificial intelligence infrastructure .

But let's start with Broadcom first, because these numbers are enormous. Broadcom just announced quarterly revenues of $29.6 billion. This represents an 86% year-on-year increase.

Non-GAAP earnings per share were $3.32, and the company generated an impressive $13.7 billion in free cash flow during the quarter alone.

Watch the source08:06
2026-08-25Bullish
“The Stock Market Is About to Get a Major JOLT”
Broadcom is a beneficiary of AI infrastructure spending and custom silicon demand; positive outlook if AI spending remains strong.

Another set of companies to consider looking at is going to be Broadcom and Marvell. And in fact, Marvell also reports this week, later in the week. These companies are more nuanced because Broadcom and Marvell benefit from AI spending, but it also represents one of Nvidia's biggest long-term threats.

Why? Custom silicon. Google, Meta, OpenAI, other hyperscalers, these companies increasingly want AI accelerators designed specifically for their own workloads. Broadcom and Marvell help enable those chips.

So, if Nvidia says overall AI infrastructure spending continues exploding, that's great for both Broadcom and Marvell. But if Jensen starts discussing competitive pressures from custom accelerators, that's another important positive signal for both of these companies.

This is why I own exposure to both sides of the equation. I own Nvidia, AMD, and then Broadcom and Marvell, but position sizing is different for all of them. Nvidia benefits from general-purpose accelerated computing.

Broadcom and Marvell benefits as hyperscalers increasingly design specialized silicon. I don't need to perfectly predict which architecture wins.

Watch the source14:24
KolSays