BULLISH ON BROADCOM: Infrastructure Capital Management CEO sees chance for ‘great growth’

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1. 01 AVGO NASDAQ ACHETER -1,43%
   Entrée $369,68 01 sept 2026

   Actuel $364,38 09 sept 2026

   Résultat −$5,30

   vs. indice −1,5% SPY +0,1% sur la même période

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   Contexte de la transcription source

   …NTDOWN CLOSER'S PICKS. JOINING ME NOW, INFRASTRUCTURE CAPITAL MANAGEMENT CEO JAY HATFIELD WITH $3.9 BILLION IN ASSETS UNDER MANAGEMENT. WE'VE GOT BIG NAMES REPORTING AFTER THE BELL; DELL, PALO ALTO NETWORKS, MONGO DB. YOU LIKE BROADCOM. >> 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 BUT WARNING, YOU NEVER KNOW HOW HEDGE FUNDS ARE GOING TO REACT AND POUNCE ON IT. WE THINK IT'S GOING TO BE STRONG AND IT WAS TOO CONSERVATIVE LAST TIME IN ITS CONFERENCE CALL, AND THEY'LL TURN IT AROUND. LIZ: $1.7 TRILLION MARKET CAP THERE…

   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

   Aller

   Contexte extrait par IA YOU LIKE BROADCOM. >> 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

2. 02 MRVL NASDAQ ACHETER +11,70%
   Entrée $210,39 01 sept 2026

   Actuel $235,01 09 sept 2026

   Résultat +$24,62

   vs. indice +11,6% SPY +0,1% sur la même période

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   Contexte de la transcription source

   …P THERE. BUT IF SOMEBODYN'T WANTS TO CAP CAPTURE MORE -- SOMEBODY WANTS TO CAPTURE MORE NAMES THAN JUST, ONE YOU'VE COME OUT WITH A FUND TO NOT BE EXPOSED TO ONE SINGLE NAME THAT MIGHT STUMBLE. >> ABSOLUTELY. SO WE LOVE IT FOR TWO REASONS. WE CURE RATE THE NAMES SO WE HAVE MARVELL OUR BIGGEST LONG RIGHT NOW, BUT MORE IMPORTANTLY, WE CURATE THE CALL READING, MUCH HIGHER VOLATILITIES, AND YOU CAN USE FUNDAMENTAL AND TECHNICAL ANALYSIS SO YOU CAN CHOOSE -- WE'RE NOT GOING TO RATE CALLS ON BROADCOM INTO EARNINGS. NOW, IF THE HEDGE FUNDS HATE IT A…

   WE CURE RATE THE NAMES SO WE HAVE MARVELL OUR BIGGEST LONG RIGHT NOW

   Aller

   Contexte extrait par IA WE LOVE IT FOR TWO REASONS. WE CURE RATE THE NAMES SO WE HAVE MARVELL OUR BIGGEST LONG RIGHT NOW

3. 03 LMT NYSE ACHETER -1,53%
   Entrée $544,50 01 sept 2026

   Actuel $536,15 08 sept 2026

   Résultat −$8,35

   vs. indice −1,6% SPY +0,1% sur la même période

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   Contexte de la transcription source

   …Z: OKAY. THAT IS FASCINATING. IS THERE ONE SIDE WINDOW STOCK THAT YOU LIKE THAT IS KIND OF DICEY? WE HAVE VIEWERS WHO LIKE TO TAKE A CHANCE. >> WE HAVE REALLY JUST TWO IDEAS, LNT IS COMPLETELY NONCONSENSUS -- LIZ: LOCKHEED MARTIN. >> YEAH. I DON'T KNOW WHY IT'S TRADING OFF. THE WAR IS RAGING, IS IT SHORTAGE OF MISSILES? SUPER GREAT COMPANY, LOW BETA, GOOD FOR THE SEPTEMBER PERIOD. YOU COULD EVEN ADD IN SEPTEMBER, AND YOU'LL BE FINE. LIZ: IT'S GREAT T TO HAVE YOU. >> THANKS, LIZ. LIZ: JAY HATFIELD, ONE OF OUR FAVORITES HERE. ALL RIGHT, FOLKS, YES, A DAY WHEN TREASURY YIELDS SPIKED, YOU HAVE OIL SPIKING. WE DO HAVE LIGHT SWEET CRUDE AT THE MOMENT GAINING PRETTY DRAMATIC…

   I DON'T KNOW WHY IT'S TRADING OFF. THE WAR IS RAGING, IS IT SHORTAGE OF MISSILES? SUPER GREAT COMPANY, LOW BETA, GOOD FOR THE SEPTEMBER PERIOD. YOU COULD EVEN ADD IN SEPTEMBER, AND YOU'LL BE FINE.

   Aller

   Contexte extrait par IA LNT IS COMPLETELY NONCONSENSUS -- LIZ: LOCKHEED MARTIN. >> YEAH. I DON'T KNOW WHY IT'S TRADING OFF. THE WAR IS RAGING, IS IT SHORTAGE OF MISSILES? SUPER GREAT COMPANY, LOW BETA, GOOD FOR THE SEPTEMBER PERIOD. YOU COULD EVEN ADD IN SEPTEMBER, AND YOU'LL BE FINE.