Broadcom's stronger AI business looks cheap for its growth, making it one of the best buys in the market right now. AI chip revenue rose 221% to $16.7B last quarter, yet the stock trades at 19x forward earnings and a 0.35 PEG. Management sees AI revenue near $115B in fiscal 2027 and would raise that outlook if customers secure more land and power. Anthropic is on track to be its largest custom chip customer next year. Wall Street's $529 average target implies about 60% upside. x.com 

Broadcom's significant exposure to Anthropic's AI infrastructure spending and custom AI chips adds to its growth case. Annual EPS is projected to rise nearly fourfold from $8.06 LTM to $30.38 by FY2028, while the stock trades roughly 30% below its all-time high. x.com 

Broadcom's AI business is smaller and growing slower than Nvidia's networking unit alone, yet Broadcom is valued at $2.269T against Nvidia's $5.201T. Broadcom's Q2 AI semiconductor revenue rose 143% to $10.8B, with Q3 guided to $16.0B, while Nvidia's data-center networking revenue rose 199% to $14.8B. Hock Tan also said Google is diversifying away from Broadcom, and a Fubon roadmap shows Google using MediaTek for some TPUs. x.com  x.com 

Broadcom's custom-chip share gains should support long-term growth even if AI spending grows more slowly than expected. Custom chips are clearly gaining share and likely to keep doing so. At 10.9 times 2028 earnings using the low end of management's guidance of at least $30 EPS, Broadcom looks very compelling here. If that guidance holds and growth remains reasonable beyond 2028, the stock is clearly undervalued. x.com 

Broadcom is one of the easiest AI stocks to understand, built on custom silicon, networking and connectivity, with revenue set to double two years straight. Revenue is projected to go from $58B in FY26 to $115B in FY27 and $230B in FY28. Six customers drive that growth, including Google, Anthropic and OpenAI, which is both the bull case and the risk. x.com 

Broadcom is more overvalued than people realize. Its forecast of $230B in revenue by 2028 has the market valuing it at roughly $2T, yet Meta already generates that much revenue and is far less cyclical. x.com  x.com  x.com 

Broadcom's custom AI chips for major customers position it as a clear winner in the continuing AI buildout. Kris Patel's case that efficiency and total cost of ownership leave Broadcom room to gain share from incumbent Nvidia is persuasive. Broadcom has not seen peers' upside and is 30% below its highs, making the stock an opportunity. x.com  x.com 

Broadcom's reported $63 billion deal to finance AI chips for Anthropic is a long-term bullish catalyst for AI and semiconductor stocks. Kalshi Finance reports the arrangement; the bullish view covers Broadcom, TSMC, Nvidia, Nebius and the SMH and SOXX semiconductor ETFs. x.com 

Broadcom borrowing again signals a $1.8 trillion company running low on cash. Per @KobeissiLetter, citing the WSJ, Broadcom is seeking more than $50 billion of financing for OpenAI's custom AI chip, with Apollo and Blackstone among the lenders it has approached. x.com 

Anthropic's $63B custom-chip deal bolsters Broadcom's case for growth from custom AI silicon. OpenAI's Jalapeño chip is seen as next, and the AI chip supercycle is just getting started. x.com