You’ve got this company, Broadcom, right? They’re everywhere. “99% of all internet traffic crosses through our tech” – oh please. That’s like the guy at Thanksgiving who insists he’s the reason the cranberry sauce exists. “Essential? I invented essential!”
Meanwhile, the stock’s up 468% over three years? Swell. Now I gotta decide if I’m buying at the summit of this AI-fueled Everest or wait and risk watching it scale Everest while I’m stuck on a step stool. Classic “did I miss the boat?” anxiety. Except the boat’s on fire and it’s already left the dock.
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The chips? They’re everywhere. Literally.
Broadcom’s AI chips are apparently so energy-efficient, Al Gore could run a TikTok farm on them. Custom ASICs! Networking gear! They’re like the Swiss Army knife of Silicon Valley – except instead of a corkscrew, they’ve got 70% YoY growth in AI networking. Nifty.
Last quarter: $15B revenue, up 20%. EPS jumped 44%. AI revenue hit $4.4B – a 46% spike. And they’re guiding higher. All this while paying a dividend so small it’s basically a participation trophy. 0.8% yield? That’s the financial equivalent of getting a “Nice Try” sticker.
To buy now or not to buy now? That’s the question (and it’s annoying)
Wall Street’s all-in: 43 buys, 4 holds. No sells. It’s like a cult where the love letter is written in EPS growth. But here’s my hang-up: management’s got two “new” hyperscale clients – and they’re tighter-lipped than a NYC landlord about rent control. “We’ll reveal them eventually!” Sure. Just like you “eventually” tell your dentist about that cavity.
Valuation’s 37x next year’s earnings. High? Maybe. But AI’s the new “disruption,” except this time it’s not a scooter company. Or is it? Who knows! The PwC report says $15T in economic value by 2030. That’s a lot of zeroes. Although when PwC says “AI,” I hear “maybe.”
In the end, Broadcom’s got momentum, profit growth, and a dividend that won’t break the bank. But if you’re waiting for certainty, you’ll die waiting. The stock’s a buy – just don’t expect sleep to come easy. The market’s a dumpster fire half the time. But hey, at least you’re not holding cash like a chump. 😒
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2025-08-18 02:48