AVGO

Recommandation extraite par IA. Citer cette recommandation

As far as my other pick, I would say Broadcom.

Recommandation extraite par IA. Citer cette recommandation

The fund held large positions in semiconductors such as Intel and Broadcom

Recommandation extraite par IA. Citer cette recommandation

the last stock that I want to highlight here is one from the technology sector ... broadcom Inc avgo

Recommandation extraite par IA. Citer cette recommandation

tem muita empresa que ainda tem um baita potencial de crescimento pros próximos anos.

Recommandation extraite par IA. Citer cette recommandation

we're going to be watching to see if this can give one more move on the downside.

Recommandation extraite par IA. Citer cette recommandation

So the sort of an extra reason to sell it.

Recommandation extraite par IA. Citer cette recommandation

$350 or less DCA, I would personally be looking at adding this stock if I didn't already own it.

Recommandation extraite par IA. Citer cette recommandation

the stock could be looking quite cheap right now and like another one of those opportunities to buy in.

Recommandation extraite par IA. Citer cette recommandation

At a 21 forward price to earnings ratio, I think it's looking attractive and I am considering starting a position here.

Recommandation extraite par IA. Citer cette recommandation

still liking the tech sector and the chip manufacturer on pullbacks given what we have seen from the likes of Broadcom and see XMT recently which are showing revenue accelerating so the market may be underestimating the uptick in the current cycle in terms of the chipmakers.

Recommandation extraite par IA. Citer cette recommandation

Broadcom, heck no.

Recommandation extraite par IA. Citer cette recommandation

Broadcom, without a doubt, we're going to be adding more Broadcom.

Recommandation extraite par IA. Citer cette recommandation

my decision to buy in at those much lower levels

Recommandation extraite par IA. Citer cette recommandation

I was really buying heavy myself into this stock

Recommandation extraite par IA. Citer cette recommandation

great buy the dip opportunity

Recommandation extraite par IA. Citer cette recommandation

I'D BE BUYING YOU KNOW, I WOULDN'T WAIT TILL DECEMBER. I'D BE BUYING A HUGE AMOUNT OF STOCK IN THE OPEN MARKET.

Recommandation extraite par IA. Citer cette recommandation

BUYING GOOGLE, APPLE, BROADCOM

Recommandation extraite par IA. Citer cette recommandation

I gave you guys a target area where I wanted to buy and go long.

Recommandation extraite par IA. Citer cette recommandation

that it was a dip to be bought.

Recommandation extraite par IA. Citer cette recommandation

I think this is the ultimate buy zone between 356 and 336.

Recommandation extraite par IA. Citer cette recommandation

I would be interested in going long in my investment portfolio and potentially selling puts beneath 336 could fund a good long-term investment.

Recommandation extraite par IA. Citer cette recommandation

I was looking to buy AVGO but I was concerned we had lower highs and lower lows as I have sketched in. So I was looking for AVGO to do something like this to get that 5day moving average to curl under and then to buy strength.

Recommandation extraite par IA. Citer cette recommandation

this will be the location of interest for buyers to provide a bounce on AVGO right there at 333 and 84.

Recommandation extraite par IA. Citer cette recommandation

Well, that was great. Let's collect our profit so we can buy SpaceX next week.

Recommandation extraite par IA. Citer cette recommandation

my pick... would be first of all chips. Yeah. Broadcom, AVGO

Recommandation extraite par IA. Citer cette recommandation

I would say your Broadcoms your Qualcomms.

Recommandation extraite par IA. Citer cette recommandation

SEMIS OF THE BEST PLACE TO BE ENDED THESE COMPANIES LIKE NVIDIA AND BROAD, COMING TRADING IN THE MID TEENS ON EARNINGS

Recommandation extraite par IA. Citer cette recommandation

WE DO, AND YOU TO NEVER KNOW GOING INTO EARNINGS BECAUSEE THERE CAN BE IRRATIONAL REACTIONS, BUT WE ALWAYS LOOK AT VALUATION, AND BROADCOM IS SUPER CHEAP. SO EVEN AT 25 TIMES EARNINGS, WE'D HAVE A $500 TARGET. THEY HAVE GREAT GROWTH. THEY JUST DIDN'T GIVE SUPER BULLISH GUIDANCE LAST TIME, SO WE ARE BULLISH GOING INTO IT

Recommandation extraite par IA. Citer cette recommandation

I'd go all in on Nvidia or Broadcom all day long before Uber

Recommandation extraite par IA. Citer cette recommandation

If oh, Anthropic can keep paying its bills, then Broadcom looks really cheap.

Recommandation extraite par IA. Citer cette recommandation

Broadcom's in a great spot. Really like it.

Recommandation extraite par IA. Citer cette recommandation

I really like Broad. Like I'm really tempted by it right now.

Recommandation extraite par IA. Citer cette recommandation

that would be the best time to buy GPUs and other related stocks in the stack. Think about it. Nvidia GPUs, AMD GPUs, Broadcom and Marll

Recommandation extraite par IA. Citer cette recommandation

still bullish Broadcom

Recommandation extraite par IA. Citer cette recommandation

to me both of these companies are excellent obvious major major player is Broadcom with Marll being a growth stock that is lagging lagging behind in terms of size that has more price potential sort of like AMD and Nvidia.

Recommandation extraite par IA. Citer cette recommandation

if you're establishing a new position, I don't mind dollar cost averaging here with the intention of potentially adding more if we get to this pivot.

Recommandation extraite par IA. Citer cette recommandation

Broadcom was one of the companies that I bought back in February when it dipped just under 300 at the 200 day moving average.

Recommandation extraite par IA. Citer cette recommandation

some of my favorite stocks right now in the AI buildout pullback in the semis, we have Marll, Broadcom, Intel, Qualcomm.

Recommandation extraite par IA. Citer cette recommandation

I feel the same way, one layer up the stack. Nvidia and Broadcom sell fundamentally different kinds of chips, and the AI giants are buying from them both. On top of that, TSMC manufactures all of these chips, so they win no matter which architecture actually comes out on top.

Recommandation extraite par IA. Citer cette recommandation

So, I think both Nvidia and Broadcom are still great stocks to buy right now.

Recommandation extraite par IA. Citer cette recommandation

That's why Broadcom and Google are also very high on my list.

Recommandation extraite par IA. Citer cette recommandation

That's why Broadcom stock, ticker symbol AVGO, should be on every investor's radar.

Recommandation extraite par IA. Citer cette recommandation

Investing in Nvidia Google Broadcom Taiwan Semiconductor, and Micron means owning a huge chunk of AI's hardware stack from the GPUs and TPUs to the memory and networking chips.

Recommandation extraite par IA. Citer cette recommandation

it's the reason I'm adding more capital of Broadcom to my personal portfolio

Recommandation extraite par IA. Citer cette recommandation

I'm heavily considering adding more ASML to my portfolio at this time along with Broadcom.

Recommandation extraite par IA. Citer cette recommandation

if you do add to this position, add it with the mindset that you're going to hold for at least the next 3 to 5 years minimum.

Recommandation extraite par IA. Citer cette recommandation

it's the reason I'm so excited to continue to add shares when there's opportunities in Broadcom stock.

Recommandation extraite par IA. Citer cette recommandation

I've continued to add new shares over the years.

Recommandation extraite par IA. Citer cette recommandation

I do really like the business model. I love the recurring cash flows from the infrastructure software business segment. And of course, I love the growth from the semiconductor solution segment.

Recommandation extraite par IA. Citer cette recommandation

I talked about this in previous videos this year, but I added a lot more Broadcom to my portfolio, and now we've seen it run up all the way to $418 once again.

Recommandation extraite par IA. Citer cette recommandation

Now, I'm not bearish Bracom and I don't think it's game over completely for them, but it is something that investors should keep a closer eye on and I would rather right now focus on companies that are part of the NDLink Fusion partnership list.

Recommandation extraite par IA. Citer cette recommandation

I've been talking about Nvidia, about Microsoft, about Meta, about Broadcom, companies that I believe were at a great valuation and um that's where I would be putting a lot of my money in, right?

Recommandation extraite par IA. Citer cette recommandation

I mean, if you look at, you know, some of the the major players out there, whether it be Microsoft, Google, or Broadcom, they represent 18% of the overall, you know, S&P market. And, you know, I look at it as it's more of a supply chain play. You know, you buy into one of those stocks or all three of them, and you're actually, you know, playing into the supply chain.

Recommandation extraite par IA. Citer cette recommandation

And if I had to pick one I'd pick Dell in the video over Broadcom at this point in the game.

Recommandation extraite par IA. Citer cette recommandation

most folks are still thinking this name is a top pick. And from 369 to 450 you do have a buy rating.

Recommandation extraite par IA. Citer cette recommandation

we like both right now. These are two of my top picks in the semiconductor and tech hardware space.

Recommandation extraite par IA. Citer cette recommandation

We own Broadcom.

Recommandation extraite par IA. Citer cette recommandation

I sold the 385395 call vertical.

Recommandation extraite par IA. Citer cette recommandation

Five-year winner, Nvidia or Broadcom? >> Broadcom.

Recommandation extraite par IA. Citer cette recommandation

You know, the traditional AI names like Broadcom, micron, those are still also ones that, you know, at this moment. I think it makes sense to continue to keep exposure in.

Recommandation extraite par IA. Citer cette recommandation

AMD was another name Broadcom or and then PayPal and Adobe. Those were the top five sells on the list

Recommandation extraite par IA. Citer cette recommandation

They talked about some of these names that are all buy rated, and that they have some of the ones that you're talking about here, like Nvidia and Marvell and Micron and Broadcom, they think they have 30% upside because of the compute and memory networking, the equipment.

Recommandation extraite par IA. Citer cette recommandation

the progress economically of companies such as Micron Technology, SanDisk, Broadcom, ASML as the company that serves them with tools.

Recommandation extraite par IA. Citer cette recommandation

Same thing can be said for advanced, you know, micro micron, right? AMD, Broadcom, whatever it may be

Recommandation extraite par IA. Citer cette recommandation

I wouldn't establish a full position beforehand. My approach would be a very small startup position at most followed by reassessment once the results and guidance are available.

Recommandation extraite par IA. Citer cette recommandation

At first place, Broadcom is the only buy today. It has the best cash flow quality, the broadest business, and the clearest path to compound beyond one memory cycle.

Recommandation extraite par IA. Citer cette recommandation

out of the group I'd probably argue it's the number one opportunity

Recommandation extraite par IA. Citer cette recommandation

He also bought Boeing, American Airlines, Corewave, Broadcom and SpaceX.

Recommandation extraite par IA. Citer cette recommandation

AT LEAST THE ONES WE LIKE -- BROADCOM, NVIDIA, AMD, AND USERS LIKE AMAZON, MICROSOFT, GOOGLE, ETC., WE THINK THEY ARE PLAYING INTO A VERY QUICKLY GROWING MARKET.

Recommandation extraite par IA. Citer cette recommandation

we like Broadcom

Recommandation extraite par IA. Citer cette recommandation

maybe something like a Broadcom may have more problems in front of it.

Recommandation extraite par IA. Citer cette recommandation

WE HAVE BEEN ADVOCATING FOR A BARBELL APPROACH TO MAKE SURE YOU ARE MAINTAINING CORE EXPOSURE TO INCUMBENTS, WHILE ALSO ADDING THE EDGE BENEFICIARIES. ... LOOKING AT NVIDIA, BROADCOM, ADI.

Recommandation extraite par IA. Citer cette recommandation

That is why we like the chip suppliers still and the data centers.

Recommandation extraite par IA. Citer cette recommandation

like NVIDIA, like Broadcom, which both of which we've owned for a long time for clients.

Recommandation extraite par IA. Citer cette recommandation

I would stay clear of this one for now.

Recommandation extraite par IA. Citer cette recommandation

But with Broadcom and Nvidia specifically, they have derated. Their multiples are actually quite attractive at this moment in time.

Recommandation extraite par IA. Citer cette recommandation

and I bought uh Broadcom cuz it was, you know, was on sale and I bought it slightly below here.

Recommandation extraite par IA. Citer cette recommandation

why I like the stock at today's prices.

Recommandation extraite par IA. Citer cette recommandation

It would also be one of the best chip stock buying opportunities of the year.

Recommandation extraite par IA. Citer cette recommandation

15 give it a strong buy, four give it a buy, three holds, and not a single sell in the bunch.

Recommandation extraite par IA. Citer cette recommandation

In the past month alone, seven analysts ranking in the top 1% of the 5200 analysts tracked have given Broadcom a strong buy recommendation.

Recommandation extraite par IA. Citer cette recommandation

I think it does present an undervalued opportunity respective to uh its peers. I think it has a lot of room to run.

Recommandation extraite par IA. Citer cette recommandation

one stock that also looks like a really solid buy right now is Broadcom, ticker AVGO.

Recommandation extraite par IA. Citer cette recommandation

The third stock I'm buying over SpaceX is Broadcom, ticker symbol AVGO.

Recommandation extraite par IA. Citer cette recommandation

In this video, we will show you three AI infrastructure stocks you can buy right now while they are still trading trading at a discount S.

Recommandation extraite par IA. Citer cette recommandation

Broadcom may be one of those opportunities today.

Recommandation extraite par IA. Citer cette recommandation

Now, let's move to the third and final company on today's list, Broadcom, ticker symbol AVGO.

Recommandation extraite par IA. Citer cette recommandation

Shifting into custom silicon dominance, our third stock standing in the exact footsteps of past AI megacaps is Broadcom Incorporated, trading under the ticker symbol AVGO, trading at a forward non-GAAP PEG ratio of 0.86, a 52.62% discount to the sector median.

Recommandation extraite par IA. Citer cette recommandation

The exact same thing is happening with Broadcom. AI demand is surging, earnings are breaking records, and management's outlook is strengthening. Yet, the stock is mispriced.

Recommandation extraite par IA. Citer cette recommandation

fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services

Recommandation extraite par IA. Citer cette recommandation

recent pullbacks offer an extraordinary entry valuation relative to its long-term growth trajectory.

Recommandation extraite par IA. Citer cette recommandation

However, Broadcom's custom silicon networking leadership, software profitability, and rapidly compressing valuation make it a compelling long-term AI infrastructure opportunity.

Recommandation extraite par IA. Citer cette recommandation

Broadcom is my new undervalued pick that I believe is 50% undervalued.

Recommandation extraite par IA. Citer cette recommandation

Baillie Gifford expanded its position by an astonishing 1,318% this quarter, accumulating 1.4 million shares valued at over $513 million.

Recommandation extraite par IA. Citer cette recommandation

the second stock on our list is Broadcom Inc. Ticker AVGO. The undisputed king of custom ASICs and high-speed networking that forms the backbone of the global AI grid.

Recommandation extraite par IA. Citer cette recommandation

Capitalizing on this massive hardware expansion, our second beneficiary stands as the premier custom silicon and networking partner, Broadcom, ticker AVgo.

Recommandation extraite par IA. Citer cette recommandation

Expanding beyond traditional graphics processing units, Broadcom, ticker AVGO, stands as the indispensable custom silicon engine and high-speed networking backbone required to interconnect the world's largest AI clusters.

Recommandation extraite par IA. Citer cette recommandation

our third powerhouse stock is Broadcom Inc. ticker AVgo. A giant that continues to widen an unbeatable moat across custom AI chips and enterprise networking.

Recommandation extraite par IA. Citer cette recommandation

Transitioning smoothly from memory infrastructure to the undisputed king of custom silicon and networking. Our second stock is Broadcom, trading under the ticker symbol AVGO.

Recommandation extraite par IA. Citer cette recommandation

while cooling the physical hardware solves the thermal crisis, the ultimate challenge lies in the efficiency of the silicon itself, which brings us to our third stock, Broadcom, ticker symbol AVGO, the undisputed champion of custom AI silicon and high-speed networking.

Recommandation extraite par IA. Citer cette recommandation

the final powerhouse cementing this institutional portfolio shift is Broadcom, ticker symbol AVGO.

Recommandation extraite par IA. Citer cette recommandation

So, I'd be picking up shares here, especially on any post earnings dips.

Recommandation extraite par IA. Citer cette recommandation

Broadcom AVGO

Recommandation extraite par IA. Citer cette recommandation

I would actually also be buying ... Broadcom.

Recommandation extraite par IA. Citer cette recommandation

investing in the stocks that make up this AI supply chain, like Broadcom, a ticker AVGO

Recommandation extraite par IA. Citer cette recommandation

Now, Broadcom, ticker AVGO, is one of my favorite AI stocks because it's positioned to profit from almost every stage of the AI revolution.

Recommandation extraite par IA. Citer cette recommandation

This is the company you want to own going into the super cycle.

Recommandation extraite par IA. Citer cette recommandation

essas empresas entraram aqui no lugar da Broadcom

Recommandation extraite par IA. Citer cette recommandation

if you were going to choose a stock other than Nvidia, what one might you choose? And and the name here is Broadcom.

Recommandation extraite par IA. Citer cette recommandation

the first company is Broadcom.

Recommandation extraite par IA. Citer cette recommandation

that that can make this the time to buy.

Recommandation extraite par IA. Citer cette recommandation

this could be a nice buying signal if the stock can hold at this level.

Recommandation extraite par IA. Citer cette recommandation

This might be a time to dip your toe in, start accumulating.

Recommandation extraite par IA. Citer cette recommandation

the first name that I would be looking at would be Broadcom, ticker symbol is AVGO.

Recommandation extraite par IA. Citer cette recommandation

For long-term investors tracking high cash return businesses, post-earnings drawdowns driven by elevated sentiment often present interesting fundamental entry levels rather than structural balance sheet distress.

Recommandation extraite par IA. Citer cette recommandation

evaluate whether Broadcom represents a temporary value trap or an exceptional long-term accumulation opportunity heading into its upcoming quarterly report

Recommandation extraite par IA. Citer cette recommandation

Nvidia at 23 times forward earnings and Broadcom at 33 times forward earnings offer compelling riskreward balances grounded in cash flow and pricing power.

Recommandation extraite par IA. Citer cette recommandation

He has built a short position of up to 8.5 billion dollars across the entire semiconductor supply chain, including Nvidia, AMD, Broadcom, and ASML.

Recommandation extraite par IA. Citer cette recommandation

bring in a brand new position, Broadcom

Recommandation extraite par IA. Citer cette recommandation

the core kind of platforms, like when you think about like like a Broadcom or Nvidia or Arista, like those continue to be great businesses that that perhaps have a little bit more perhaps like valuation support relative to their past

Recommandation extraite par IA. Citer cette recommandation

Nvidia, Broadcom. I think these are buys right here and it's going to run well.

Recommandation extraite par IA. Citer cette recommandation

Broadcom sits at the center of two incredible trends.

Recommandation extraite par IA. Citer cette recommandation

a stock I recently added to my position in, and that's Broadcom, stock ticker AVGO

Recommandation extraite par IA. Citer cette recommandation

Broadcom may be my favorite AI infrastructure company.

Recommandation extraite par IA. Citer cette recommandation

one I bought this very day, and that is Broadcom, stock ticker AVGO.

Recommandation extraite par IA. Citer cette recommandation

Another few names which are more obvious in the tech sector is still Nvidia and Broadcom. I continue to think both of these names are being underappreciated

Recommandation extraite par IA. Citer cette recommandation

I rate the stock a strong buy

Recommandation extraite par IA. Citer cette recommandation

over the past few years at these levels has been a great buying opportunity

Recommandation extraite par IA. Citer cette recommandation

some dividend growth stocks I like still include AV, Broadcom, United Health, as well as Eli Lilly.

Recommandation extraite par IA. Citer cette recommandation

Next on the list is going to be Broadcom.

Recommandation extraite par IA. Citer cette recommandation

Third is Broadcom. As open models make intelligence cheap, massive tech giants are designing custom application specific chips to lower their operational bills.

Recommandation extraite par IA. Citer cette recommandation

Broadcom, ticker AVGO, a massive winner because they build the digital highways that connect tens of thousands of GPUs together.

Recommandation extraite par IA. Citer cette recommandation

Broadcom remains a required networking staple, even if you have to pay a slight premium for their ecosystem.

Recommandation extraite par IA. Citer cette recommandation

Next in the stack is Broadcom, which acts as the ultimate strategic hedge in the market.

Recommandation extraite par IA. Citer cette recommandation

Nvidia, AMD, Broadcom

Recommandation extraite par IA. Citer cette recommandation

Broadcom 455. That's 25% upside.

Recommandation extraite par IA. Citer cette recommandation

I own Broadcom, so I've been very pleased with that. Uh, I bought it really because of valuation.

Recommandation extraite par IA. Citer cette recommandation

I have no problem buying more of Broadcom and Nvidia because they have less beta.

Recommandation extraite par IA. Citer cette recommandation

Broadcom and um Nvidia those are two names that have huge growth rates

Recommandation extraite par IA. Citer cette recommandation

When I began recommending Broadcom to clients back in 2023 when the shares were $80,

Recommandation extraite par IA. Citer cette recommandation

I remain confident it's one of the premier semiconductor stocks to own through this entire AI build-out.

Recommandation extraite par IA. Citer cette recommandation

if you're watching this and you're wondering what semiconductor and what hardware names to invest in, Nvidia, AMD, Broadcom.

Recommandation extraite par IA. Citer cette recommandation

That perked my ears up cuz that probably means Broadcom's going to win even more business.

Recommandation extraite par IA. Citer cette recommandation

We're going to pick up some more shares.

Recommandation extraite par IA. Citer cette recommandation

I continue to be very bullish on the prospects for Broadcom, for Marvel, as well as Nvidia.

Recommandation extraite par IA. Citer cette recommandation

For us, you know, that keeps us bullish on Marvell, Broadcom, Nvidia uh that we own in the Pro portfolio.

Recommandation extraite par IA. Citer cette recommandation

To me, this is a good entry point on Broadcom.

Recommandation extraite par IA. Citer cette recommandation

specifically kind of a heartbeat of the AI infrastructure trade, those stocks, Nvidia, Qualcomm, Broadcom, and that's also why now the leverage dynamic has been wiped out or been put in the past. These stocks now bouncing back very, very, very nicely, very, very, very powerfully.

Recommandation extraite par IA. Citer cette recommandation

I think Broadcom looks really good.

Recommandation extraite par IA. Citer cette recommandation

Dave's picks were Microsoft, Charles Schwab, Broadcom, Clorox, and Devon Energy.

Recommandation extraite par IA. Citer cette recommandation

your next high conviction pick is Broadcom.

Recommandation extraite par IA. Citer cette recommandation

I continue to dislike hardware stocks, AI hardware stocks.

Recommandation extraite par IA. Citer cette recommandation

even Broadcom for that matter you know custom silicon I think that's going to be doing well over time

Recommandation extraite par IA. Citer cette recommandation

I'm quite bullish on Qualcomm and Broadcom and Marll.

Recommandation extraite par IA. Citer cette recommandation

maybe Broadcom, custom silicon, that's that's I think that's going to do okay.

Recommandation extraite par IA. Citer cette recommandation

Long story short, Nvidia, AMD, Marll, Broadcom, Qualcomm, these would be like top tier buy the dip opportunities within the AI trade.

Recommandation extraite par IA. Citer cette recommandation

I'm playing all of them. Nvidia, Micron, Broadcom, Lum, the list goes on and on.

Recommandation extraite par IA. Citer cette recommandation

I want to pick both and so that's why I put them both on this list.

Recommandation extraite par IA. Citer cette recommandation

I also have Broadcom as well because there's going to be these specific chips for specific use cases.

Recommandation extraite par IA. Citer cette recommandation

brand new stakes in SpaceX, Coreweave, Boeing, American Airlines and a Broadcom

Recommandation extraite par IA. Citer cette recommandation

I like the way AVGO is setting up right here, guys.

Recommandation extraite par IA. Citer cette recommandation

Because on forward earnings, it's closer to about 24 times. ... So it's still cheap relative to its growth.

Recommandation extraite par IA. Citer cette recommandation

that is my entry into the arms dealer of the whole AI chip war.

Recommandation extraite par IA. Citer cette recommandation

I'd be placing another 40% here, with Marvell and Broadcom as the conviction positions inside of that group.

Recommandation extraite par IA. Citer cette recommandation

the second layer is the silicon stack. Micron, Amcorp, Broadcom, and Marvell.

Recommandation extraite par IA. Citer cette recommandation

Let's go to the second stock I want to talk about, Broadcom. ... So it's the second company I'm buying.

Recommandation extraite par IA. Citer cette recommandation

Finally, YouTubers go all in with Broadcom and retail investor call in the most retail way possible, Celsius.

Recommandation extraite par IA. Citer cette recommandation

In second place, Broadcom ticker symbol AVGO. A couple of channel were recommending it already in January, but now we have a massive massive lineup of big names begging it, including Tiger Symbolu, Joseph Hog, Fintech, Marusen, Jose Narro, the traveling trader, and business with Brian.

Recommandation extraite par IA. Citer cette recommandation

Broadcom is one that we like the most in terms of picks and shovels meat and potatoes basically all of this stuff.

Recommandation extraite par IA. Citer cette recommandation

Broadcom or AMD. Broadcom

Recommandation extraite par IA. Citer cette recommandation

a Broadcom. We actually added Broadcom in January of 2015. It's one of our longest held names and continues to do really well. So I think you want to continue to own some of those names.

Recommandation extraite par IA. Citer cette recommandation

Nvidia is in there. Broadcom is in there. A verdict is in there. Eaton is in there. Constellation energy is in there as well. So all of. Those are buys right now. I would yes.

Recommandation extraite par IA. Citer cette recommandation

Another one we really like is Broadcom.

Recommandation extraite par IA. Citer cette recommandation

on the semiconductor side Nvidia, Broadcom AMD and a little bit of Qualcomm. Those are our stalwarts.

Recommandation extraite par IA. Citer cette recommandation

Broadcom

Recommandation extraite par IA. Citer cette recommandation

Broadcom