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Broadcom: Like Buying Nvidia In May 2023 [Seeking Alpha]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
AI ASIC demand from six major customers, including Google, Meta, Anthropic, and OpenAI, underpins AVGO's long-term growth trajectory and cost advantage over Nvidia. Valuation multiples have compressed while growth has accelerated. Broadcom now trades at a forward EV/Sales of 15.36x compared to 31.59x last print. Simply put, Broadcom is the Nvidia of ASIC, and we see an attractive opportunity for the stock. This idea was discussed in more depth with members of my private investing community, Tech Contrarians. Learn More » J Studios/DigitalVision via Getty Images Wednesday after the bell, Broadcom Inc. ( AVGO ) reported Q1 '26 earnings and got a big nod from a market that's been punishing even double-beats this quarter. The stock was up a little over More on my IG service Don't just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You'll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfo
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NEWS
- Stock Market Today, March 5: Broadcom Rallies as as AI Chip Demand Strengthens Revenue Outlook [Yahoo! Finance][Yahoo! Finance]
- Will AI Tailwinds Power Broadcom Stock Higher? [Yahoo! Finance][Yahoo! Finance]
- Broadcom Stock Just Broke Through Key Resistance Levels. How Much Higher Can AVGO Run? [Yahoo! Finance][Yahoo! Finance]
- Ray Wang makes the case for investing in tech [FOX Business Network][FOX Business Network]
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AVGO
SEC Filings
SEC Filings
- 3/4/26 - Form 4
- 3/4/26 - Form 4
- 3/4/26 - Form 4
- AVGO's page on the SEC website
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