Seeking Alpha
15 Oct 2026, 07:41 UTC · 1h ago
Why Broadcom Is My Largest Stock Holding Today
Impact · against what's priced in
The article provides no catalyst for Broadcom or Alphabet as its bullish growth projections are already explicitly declined by the market, and its competitive concerns are already factored into Broadcom's valuation.
- AVGO+0.10
Challenges what's priced in
- The price assumes
AI revenue reaching $115 billion in fiscal 2027
The author's fair value of $600 implies growth assumptions that the market currently refuses to pay for, specifically the scale of AI revenue needed to reach $115 billion by 2027.
What AVGO's price assumes · Sep 9
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