AVGO

"Broadcom is kind of a me. They might be the most decently positioned story stock out of these bunch just because people might look at a Broadcom as that's a play on potentially saving money on chips, right, versus buying the highest end stuff from Nvidia."

"Coreweave, Boeing, American Airlines and a Broadcom."

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

"Broadcom down 21%"

"Broadcom steps in as the dominant force in AI networking and custom silicon."

"Broadcom comes in first at 43.4%."

"Broadcom 0.81."

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

"Broadcom, 65.6%."

"Broadcom, 38.8%."

"and Broadcom bringing up the rear, 22.6%."

"Broadcom, 74%"

"Open AAI and [408s] Anthropic build and run the models. [410s] Nvidia, AMD and Broadcom design the [412s] chips while TSMC, Intel, Samsung, SKHENX [416s] and Micron actually build them."

"Next in the stack is Broadcom, which acts as the ultimate strategic hedge in the market. While Nvidia commands the primary compute market with its dominant GPU platforms and deep software lockin through CUDA, Broadcom controls high-speed custom silicon and networking. When tech hyperscalers want to reduce their dependence on off-the-shelf chips and build custom hardware, they go directly to Broadcom to design their custom ASIC's and connect their massive server clusters."

"Broadcom's custom silicon"

"Now, we're going to [439s] move on to Broadcom, and they're the [441s] company that designs the custom AI chips [444s] that the giant hyperscalers are using to [446s] try to escape from Nvidia's pull."

"Next up is the other side of the trade with Broadcom, because Nvidia is the company that everyone pays. Strangely enough, Broadcom is the one that they call when they want to stop paying it."

"Both Nvidia with their Gro 3 language processing units and now Broadcom with their custom chips for OpenAI are speeding up AI chip design so much that it's hard to imagine another competitor ever catching them."

"But what makes Qualcomm different from the rest of the stocks in this video is that they're not trying to compete with Nvidia's GPUs or Broadcom's custom accelerators."

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

"So when Broadcom, which is the company that designs custom chips for all of these hyperscalers, announced earnings and their AI chip guidance came in below expectations, the market dropped in dramatic fashion with both Nvidia and Broadcom falling by 10%."

"Broadcoms continue to move"

"I'm talking Micron, I'm talking AMD, I'm [745s] talking Broadcom, I'm talking Nvidia, [747s] all these companies that have been the [748s] ones going beast mode."

"while Broadcom trades at almost 32 times forward earnings."

"That number is over 20 for both Nvidia and Broadcom, even though both companies are still growing fast."

"That number is 22 a.5 for Nvidia and 31 a.5 for Broadcom."

"And now we get to move on to Broadcom. And you know them as the custom AI chip giant powering the data centers all around us."

"Alphabet 6, Broadcom, Tesla, Meta, Micron. That's all AI."

"Now, this is largely due to the massive divergence between the hyperscalers like Microsoft and Amazon and all these companies, versus what they would call the check receivers, which is mainly the semiconductors like AVGO and Micron and SK Hynix and all the memory stocks."

"Whether the market shifts towards Nvidia's GPUs, Google's TPUs, or custom chips made by Broadcom, I win because I hold all three."

"Just Nvidia, Apple, and Microsoft make up more than 40% of the fund by weight with other great companies like Broadcom, Micron, AMD, and Lamb Research also in the top 10."

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

"But while Google builds custom chips for themselves, Broadcom builds them for everybody else, including Google, Meta, OpenAI, and Anthropic, making them one of Nvidia's biggest direct competitors."

"Broadcom 4.67%."

"The rest of the top 10 includes Broadcom"

"Then you have Meta, Walmart, Google and Broadcom."

"Microsoft, Amazon, Samsung, SKH Highix, AMD, and Broadcom fill out the rest of the top 10."

"But it does not stop at tech. You also get Broadcom"

"Broadcom, which had been one of the hot stocks and now it's one of the most cold stocks in the market, down five plus percent."

"Other stocks at the top of the index include Microsoft, Amazon, Google, Broadcom, Meta Platforms, Micron, and AMD, which together account for 52% of every dollar tracking it."

"Broadcom has been building its own AI empire based on custom silicon."

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

"their own custom training and inference chips that are co-designed with Broadcom and built on TSMC's most advanced 2 nanometer process."

"Broadcom if they're really dialed in"

"Broadcom, Marvel, Coherent."

"Broadcom all sit there."

"Nvidia, AMD, Broadcom"

"This [529s] is the biggest one. While everyone is [531s] excited about Marvel, Broadcom is [533s] actually dominating the same space and [536s] the gap is widening into a canyon."

"Well, case number two, Marvel [307s] could become the next Broadcom. Right [309s] now, there's a company called Broadcom [311s] that dominates this custom AI silicon [314s] space, and it's worth far more than [316s] Marvel today."

"If just one [657s] of those big customers delays a project, [659s] decides to design its own chips [661s] in-house, shifts its order to Broadcom, [663s] or changes its technologies, Marvel's [666s] revenue could change very quickly and [668s] very painfully."

"Broadcom is guiding to around 56 [549s] billion in AI revenue."

"We even have Broadcom that's down another 3.5%."

"Number one being AVGO. Okay, put this one on your radar. Ticker symbol AVGO. You guys know this as Broadcom. All right, understand why this will succeed longterm and why this will be a beneficiary as this AI story continues to unfold."

"AVGO was down 8%"

"every bit of [246s] that overlap is chip and big tech names [248s] like Nvidia, Micron, and Broadcom."

"Over a trillion dollars in value, gone in a few hours. Nvidia, Broadcom, the whole party, up in smoke."

"The top holdings read like the all-star team of technology. Nvidia, Apple, Google, Microsoft, Amazon, Meta, Micron, Broadcom, AMD, and Tesla."

"We'll talk about Microsoft Meta and I'll touch on Broadcom, Crowdstrike, and Palo Alto's earnings report as well. And so, right now, if we look at the pre-market action, it's quite clear what's happening, right? The high-flying names are taking a breather, which makes sense. And then the rest is still greenish for now, right? We can see an AMD down 4%, Intel as well, SanDisk is down 5.5, Qualcomm 4, AET 6.5, Broadcom down 14.7%,"

"So, what happened with Broadcom? Did they announce some horrible news? No. Here's what happened. They basically left their AI chip forecast as unchanged. Unchanged. And um it sends the stock down, you know, 12% after hours just because they left their their AI chip forecast unchanged."

"after last week's Marvel, we do have a Broadcom. I do think the results are going to be again very, very strong."

"Wednesday after the close, two very big ones, Broadcom and Crowd Strike."

"AVGO,"

"Yes, Marvel is reporting. Think Broadcom might report the week after that."