In today’s post:

  • πŸ”’ $350B Of Chips. Pre-Sold.

πŸ”’ $350B Of Chips. Pre-Sold.

Broadcom $AVGO ( β–Ό 1.58% ) just told investors it expects to ship roughly $350 billion of AI chips across fiscal 2027 and 2028.

And the supply? Already locked in.

That's the kind of visibility most chip companies only dream about after a strong espresso.

But the stock now trades at around 11.5x management's $30+ fiscal 2028 EPS target, a much lower multiple than just a few months ago.

So is Broadcom still a buy, or is the market onto something we're missing?

Let's build the case.

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