Technology · Semiconductors · United States
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Trade ideas
- Opinionated - ValueTop Picks—Stronger than peersStrong buy47Board
Analysts
Value vs sector peers
- Fwd P/E17.870
- P/B16.529
- Yield0.7%57
- P/E43.949
- Rev growth+85.5%81
Fundamentals
Performance
AI Infrastructure · Compute
The AI tradeCustom accelerators (XPUs) and AI networking silicon; filed under compute as the larger exposure.
In the briefing and the feed
Briefing for 11 SeptSemicap and hyperscaler breadth jumped this week (semicap 80%→100%, hyperscaler 60%→80%) even as compute breadth slipped (100%→89%) after Broadcom crossed below its 200 EMA.
The rotation shows strength concentrating in equipment makers and hyperscalers rather than the chip names themselves; Broadcom's break below trend is notable given its size within compute, while Qualcomm and Meta both crossed above their 200 EMA in the same window, pointing to idiosyncratic winners inside otherwise mixed subsectors.
Compute · Semiconductor equipment · Hyperscalers· AVGO, QCOM, META
Catalysts
Next earnings: 9 Dec
Trade idea history
- 24 AugLong358.767D+3.11%2W-0.24%1Mpending
- 19 AugLong362.487D-1.90%2W+1.40%1Mpending
Get it by email
The board AVGO sits on, in one five-minute email every weekday before the New York open and on Saturdays: market strength, the biggest movers, earnings coming up and the names sitting at their 200-day EMA.