Meet Kevin on AVGO

“Lummentum is at 72. Marll is at 68. Broadcom is at 0.58. Nvidia is at 0.59. How much of a cyclicality discount do those plays need? SanDisk 1.2. These are very low.”

“Broadcom. This is a dirt cheap company here, Broadcom. Amazing. Incredible margins.”

“Instead, put a little bit into Marll, a little into Broadcom, a little into AMD, a little Apple, a little Nvidia.”

“I honestly think they're a bargain right now. Big fan. Big fan. Uh they're much more of a bargain, I will say, than AMD.”

“I I think the answer is you buy both, right? Like Broadcom and Marll. Not personalized advice. I have exposure to both of them.”

“I I think the answer is you buy both, right? Like Broadcom and Marll. Not personalized advice. I have exposure to both of them.”

“Look at that bounce off of 355 for Broadcom. I think that's a great entry actually.”

“Uh compared to its expectations this is a dirt cheap stock. It should probably be a four or 5x from where it is now. Obviously, assuming some reasonable level of growth continues for the company.”

“this is a dirt cheap stock. It should probably be a four or fivex from where it is now. Obviously, assuming some reasonable level of growth continues for the company”

“I actually think those companies will benefit from cheaper RAM uh and certainly high bandwidth memory because they'll be able to uh take more margin themselves.”

“You know this could be a $1,400 stock.”

“I believe companies like AVgo, Meta, Nvidia have all been left behind with valuations of under one peg.”

“I don't own any Broadcom, but I think Broadcom will do well.”

“That would benefit the Nvidia, the Broadcoms, the AMDs, the Core Weaves, um Oracle, even though it's flat after earnings here, SpaceX, these guys all win in this next memorandum of understanding.”

“Broadcom's trading like a point uh nine peg ratio right now. Really cheap.”

“I've got this at almost $1,000 because of the margins they have. They have Nvidia like freaking margins.”