Jose Najarro Stocks on $AVGO (Oct 28, 2026)
Broadcom should grow much faster than the market over the next two to five years, and investors he reviews are underweight it along with Nvidia and memory.
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I mean everyone I know when I analyze their portfolios are underweight Nvidia. They're underweight memory. their underweight Broadcom and I just think those things are going to grow much faster than the market for the next two three four five years
Google down eight, Broadcom and AMD taking a dump after hours as well.
Oracle just came out and said that they are going to be providing TPUs. This is the first external cloud that's going to be offering Google chips. That's a direct competitor to Nvidia.
It adds a completely new revenue line. It's high margin business as we know from Nvidia and Broadcom and many of these companies.
Broadcom's down three,
In addition to our work with Anthropic both directly and via Broadcom and public reference customers like Apple who are scaling pre-training of their foundation models on the latest generation of TPUs.
even Broadcom is down which again doesn't make
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