“The Morning After Micron, Jobs Tomorrow, Iran LACKS Progress.”
AVGO is undervalued; 64 PEG and 54% margins support a bull case, though Anthropic lending adds concentration risk.
So then you have to ask yourself, you know, if you could get Fair Isaac FICO, which is like taking the opposite end of the Trump trade, you get this for a one peg, do you go to FICO for a one peg or do you go to Broadcom and get like a 7 peg?
uh software. As far as net margins, software and sales, right? As far as net margins at Broadcom were about 14 percentage points higher at about 54%. So you get a cheaper valuation and better margins at a company like Broadcom than you do at FICO.
So, as desirable as that dip is on FICO, I don't know that you want to take the opposite end of that trade.