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Stockreport

The AI Bubble Is A Myth: Why I'm Concentrating Into Networking And Cooling [Seeking Alpha]

Broadcom Inc. (AVGO)  More Company Research Source: Seeking Alpha
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
Memory companies like Micron, SK Hynix, and Samsung offer highly attractive value, trading at 8–10x earnings with 40%+ CAGR in HBM markets. Nvidia, Broadcom, and TSM remain core 'picks and shovels' for AI, with multiples justified by exponential compute demand and capacity constraints. Biggest risk is scaling laws breaking; smaller firms in networking and cooling could be 2026's best AI values as infrastructure needs intensify. Images By Tang Ming Tung/DigitalVision via Getty Images I can't take it anymore. I just read another " AI is a bubble " article. This time by an open internet activist in my favorite financial paper, the Financial Times This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MU, TSM, ASML, AVGO, SSNLF, GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). [Read more]
IMPACT SNAPSHOT EVENT TIME: AVGO
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Stockreport

The AI Bubble Is A Myth: Why I'm Concentrating Into Networking And Cooling [Seeking Alpha]

Broadcom Inc.  (AVGO) 
More Company Research Source: Seeking Alpha
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
Memory companies like Micron, SK Hynix, and Samsung offer highly attractive value, trading at 8–10x earnings with 40%+ CAGR in HBM markets. Nvidia, Broadcom, and TSM remain core 'picks and shovels' for AI, with multiples justified by exponential compute demand and capacity constraints. Biggest risk is scaling laws breaking; smaller firms in networking and cooling could be 2026's best AI values as infrastructure needs intensify. Images By Tang Ming Tung/DigitalVision via Getty Images I can't take it anymore. I just read another " AI is a bubble " article. This time by an open internet activist in my favorite financial paper, the Financial Times This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MU, TSM, ASML, AVGO, SSNLF, GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). [Read more]
IMPACT SNAPSHOT
EVENT TIME:
AVGO
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS