AVGO — All updates

they did actually vote to add Broadcom to the portfolio. There was a bunch of other stocks here, but they voted for Broadcom, and I heavily agree with that, by the way. So, I did go ahead and add I purchased um Broadcom shares for the portfolio.

They've have also been falling more recently after um reporting earnings. And this is a stock I actually made a whole video about Broadcom. And I had already owned it. I I'm up a huge amount on my private larger portfolio because I had bought in a long time ago into Broadcom.

I saw this coming like a long time ago, everything that Broadcom is doing.

But now, like we really love Marll or better example is Broadcom. It's bigger company. We recommended it on national television into earnings. They raise guidance 25% stock goes down six.

Okay, that's not great. Doesn't feel good. But we have a 15 multiple on Broadcom on their 28 fiscal which ends in October and that gets you to 450. So like you have earnings support even if everybody hates it and hedge funds are selling it or dumping or whatever shorting it, you have earnings support.

And just another quick comparison to another company, Nvidia and Broadcom with their trailing 12-month revenue. A lot of talk about Broadcom.

It's also re-accelerating its AI semiconductor revenue right now, thanks to some of those closed model AI labs, especially Google and the TPU, as well as others like OpenAI .

Uh next up on the chart of AVGO pretty similar scenario uh on AVGO but AVGO in fact is breaking the bottom of its parallel channel. You can see this parallel channel has hold has had held price back since December of 2024 with a little bit of a dip underneath it just briefly here in March of this year.

dude. I am getting killed on AVA today. This is this is just terrible. What are What are you doing with what are you doing with AVA here at this point? me. I'm I'm just holding. does that leave you like Dave 2 this morning? It was one of your top picks.

I'm going to dip by kind of kind of scary when you dive like this into the earnings report. That's kind of scary. I'm holding mine into the earnings report, but at the same time, it's long-term shares. um my long-term account that I've been swinging.

So, I'm not really too like concerned about it there.

If you have been following the channel for a while, you know that I have performed excellently with Broadcom stock, which I have held in my investment portfolio for a long time.

If you look at this stock in my growth chart, you will find that I have made a profit of approximately 198% based on the stock's average value. Based on the value of my original shares, I made a profit of approximately 600% .

So, when you look at a stock like Broadcom and notice that it has risen by 645% over the past five years, you might think that you have missed the opportunity. At least, that's what our investment inclination drives us to do.

However, if we look closely at the company's details, we will find evidence of the strength of its business quality, its continued strong growth, and its reasonable valuation, all while it continues to increase its dividend payouts.

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.

Broadcom predicted that its AI semiconductor business would grow to $115 billion in fiscal year 2027, then double to $230 billion in fiscal year 2028. Broadcom has already begun shipping its eighth-generation Tensor Processing Units ( TPUs) to Google and Jalapeno accelerators to OpenAI, both designed to outperform other graphics processing units (GPUs).

if you look at some of the major players out there, whether it's Microsoft, Google, or Broadcom, they represent 18 % of the total Standard & Poor's market.

The first name I will put forward is Broadcom, and the stock symbol is AVGO. Broadcom announced its earnings earlier this week. I think it was announced on Wednesday and the numbers were fantastical.

Revenue reached $29.6 billion for the quarter, an increase of 86 % year-over-year. With AI semiconductor revenues now accounting for 56% of total revenues, this sector alone has grown by 221%.

As for next year's projections, they raised them to $34.8 billion . This represents a 93% year- on-year increase in total revenue, and the AI chips segment is expected to rise by another 236% year-on-year.

Nvidia and Broadcom have just announced their earnings, and it appears that actual spending on artificial intelligence is on track to be much larger. who wins the great battle between Nvidia's GPUs and Broadcom's custom chips, and, of course, the stocks I buy as a result.

Nvidia and Broadcom have just achieved their best-ever earnings results . Broadcom also recorded record revenues. $29.6 billion, an increase of 86% from last year.

I would like to inform you that I am receiving a lot of questions about Broadcom at the moment . Not only because I am a shareholder, but more importantly, they announced their profits this week, which seems to have terrified investors and prompted them to sell their shares.

The stock has not only lost more than 5% this week , but was even lower earlier today, and has lost about 30% of its value compared to its highest level . So, what is driving this kind of intense selling of the stock here?

Were those profits really as bad as Wall Street tries to portray them?

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.

In today's video, we will talk about Broadcom, whose trading symbol is AVGO. This is a very popular stock, especially in the field of artificial intelligence, because it is the company that designs custom chips for companies like Google, Meta, Anthropic, and OpenAI.

Therefore, it is a very important company that has experienced tremendous growth over the past few years .

Broadcom's stock is currently experiencing a slight decline. Over the past five years, the stock has risen by more than 600%, but if we look at its performance compared to the Standard & Poor's 500 index since the beginning of the year, we find that it is underperforming . It rose by only about 3.2%.

Now it's time for the watchlist segment, and we're going to look at Broadcom's earnings. The profits were good. So why is the stock falling ? This is a classic example of how, when trading based on earnings, you won't necessarily get the move you want, because if you thought the earnings were good and the stock would go up, that did n't happen today.