AVGO

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.

The first of the four undervalued semiconductor stocks that I will highlight is Broadcom. Broadcom is a company that helps companies like Alphabet develop their own accelerated computing chips.

Broadcom experienced a sales boom, a real boom by all measures. Revenues are rising significantly, and profits are constantly expanding. The company remains fully booked for the rest of this year, and it looks like it will be for the rest of next year as well.

The first stock on Forbes' buy list is Broadcom, a chip and software giant that has become a true behemoth in the field of artificial intelligence. In the last quarter, its revenue jumped by 86%, and sales of AI chips alone exploded by 221% to reach $16.7 billion.

Management expects more in the next quarter, around $21.7 billion.

Today , I will talk about AMD, Broadcom, Amazon, Meta, and Nvidia.

Broadcom is one of the companies benefiting from a major change in how the world's largest technology companies are building their artificial intelligence infrastructure. Broadcom helps major technology companies design customized AI accelerators, while providing networking technologies that connect thousands of chips within massive data centers.