Meet Kevin on $AVGO (Nov 3, 2026)
Broadcom is a bargain at current levels — a bargain at 63 and a bigger bargain than AMD — with the speaker a big fan, citing its ASIC design experience and its nine-month OpenAI Jalapeno work.
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OpenAI said it took just nine months to develop Jalapeno with Broadcom using OpenAI's most advanced models. Yeah, Broadcom is a very experienced uh ASIC designer and and they they I think they do great work.
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.
All this crap is going to get run on AMD chips, on Nvidia chips, on Apple computers, on AS6 that are manu uh that are designed by companies like Marll and Broadcom.
Broadcom is a bargain at a 63.
Instead, put a little bit into Marll, a little into Broadcom, a little into AMD, a little Apple, a little Nvidia. Get a little Microsoft in there. I don't like Google, so I'm not touching them.
I don't mind a little Amazon, a little SpaceX and Tesla, you know, to me that's a bucket that's going to be deliciously gory glorious over over time.
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