AVGO

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.

Broadcom, a chip company, has a market cap of $1.74 trillion.

Now, AMD and Broadcom's profits will peak in 2028 or 2029. These companies are in the early stages compared to other companies. These are the companies that have already started making a lot of money, right?

And so their profits will also reach their highest level quickly. AMD, Broadcom, these will peak in 2028 or 2029, and then, you know, that's why I think these stocks, I think, have all peaked or will peak in the next six months, right?

And for these companies, I think their stock prices will probably peak in '27 or, if very high, in '28, because their stock prices peak long before profits peak.

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 .

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.