
In todayβs post:
π $350B Of Chips. Pre-Sold.

π $350B Of Chips. Pre-Sold.
Broadcom $AVGO ( βΌ 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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