Seeking Alpha
27 Oct 2026, 09:43 UTC · 1h ago
Broadcom: The Market Has Priced In An OpenAI Collapse, Not An Anthropic One
Impact · against what's priced in
The article provides no catalyst for Broadcom as the market has already discounted the high-growth bull cases involving OpenAI and Anthropic. Evidence that earnings remain robust despite customer loss simply confirms the existing valuation floor.
- AVGO+0.00
Already priced in
- The price assumes
Current semiconductor and infrastructure software revenue growing near 24% year-over-year
The claim that earnings remain robust even if OpenAI is lost confirms the current valuation base, as the market already declines the high-growth bull case where these specific customers scale into the company's largest.
What AVGO's price assumes · Sep 9
