AVGO

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

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

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

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

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

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So the sort of an extra reason to sell it.

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

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

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

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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.

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Broadcom, heck no.

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

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my decision to buy in at those much lower levels

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I was really buying heavy myself into this stock

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great buy the dip opportunity

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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.

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BUYING GOOGLE, APPLE, BROADCOM

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

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that it was a dip to be bought.

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

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

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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.

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

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

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

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I would say your Broadcoms your Qualcomms.

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

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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

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

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

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

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

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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

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still bullish Broadcom

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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.

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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.

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

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

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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.

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

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

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

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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.

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

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

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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.

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

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

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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.

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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.

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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.

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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?

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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.

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

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

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

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We own Broadcom.

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I sold the 385395 call vertical.

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

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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.

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

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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.

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

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

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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.

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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.

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

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

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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.

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we like Broadcom

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

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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.

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

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

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I would stay clear of this one for now.

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

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

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why I like the stock at today's prices.

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

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

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

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

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

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

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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.

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Broadcom may be one of those opportunities today.

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

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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.

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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.

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

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

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

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

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

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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.

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

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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.

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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.

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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.

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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.

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

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

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Broadcom AVGO

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I would actually also be buying ... Broadcom.

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

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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.

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

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essas empresas entraram aqui no lugar da Broadcom

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

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the first company is Broadcom.

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that that can make this the time to buy.

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

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

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

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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.

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

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

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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.

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bring in a brand new position, Broadcom

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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

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

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Broadcom sits at the center of two incredible trends.

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

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Broadcom may be my favorite AI infrastructure company.

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

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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

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I rate the stock a strong buy

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

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

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Next on the list is going to be Broadcom.

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

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

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

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

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Nvidia, AMD, Broadcom

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Broadcom 455. That's 25% upside.

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

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

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

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

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

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

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

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We're going to pick up some more shares.

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

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

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

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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.

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I think Broadcom looks really good.

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

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your next high conviction pick is Broadcom.

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I continue to dislike hardware stocks, AI hardware stocks.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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.

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

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Broadcom or AMD. Broadcom

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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.

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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.

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Another one we really like is Broadcom.

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

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Broadcom

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Broadcom