24/7 Wall Street
15 Oct 2026, 16:45 UTC · 50m ago
I'm Simply Not Worried About Broadcom's Multi-Segment Drag
Impact · against what's priced in
The article provides no new catalysts for Broadcom, as the market is explicitly not paying for the AI revenue targets and EPS goals that the author highlights as bullish. For Nvidia and AMD, the mentions of valuation and obligations are general critiques that do not change the fundamental assumptions already baked into their respective prices.
- AMD+0.00
Doesn't touch the price's assumptions
- In context
The article's critique of AMD's 215x earnings multiple and falling free cash flow does not introduce new data that alters the existing price assumptions.
What AMD's price assumes · Sep 10
