How The Compound’s view on $AVGO changed

2026-08-25Bearish
“Five Reasons the Bubble Will Burst in 2027 | WAYT?”
Broadcom's fundamentals are strong, but its stock faces downward pressure on multiples due to prior pricing and intense competition in the next upgrade cycle.

That is the that is what pe and that's why you have gigantic chip companies like Broadcom for example in deep draw downs off of a tie. Both of those companies have just been reporting some of the greatest news and contracts and earnings any of us will ever see, but that was already priced in six months prior.