Broadcom looks overpriced at 83x trailing and 48x forward earnings and 29x sales, and could correct sharply if markets hit a 20% mid-term drawdown. Its strength is real: it acts like a high-end hedge fund, acquiring and operating only in leading tech themes and consistently landing on the right side of history. x.com 

Broadcom faces a correction of at least 30% because semiconductors are at the end of their hog cycle. x.com 

Broadcom is a buy because its fiscal 2028 EPS is reportedly on track to exceed $30. Per @dividendology, Broadcom made that projection; applying a 20x earnings multiple implies $600 a share and 82.5% upside, excluding dividends. x.com 

Apple's roughly 40 times trailing and 37 times forward earnings make the shares too expensive ahead of next week's results. A short looks reasonable, though a sell-the-news reaction after earnings remains uncertain. x.com  x.com 

Broadcom's demand case looks less credible because the person projecting a fourfold EPS increase by 2030 now says that demand comes from gamblers consuming tokens. The person raising roughly $100B to finance chips also warns that a lack of capital could stop the bubble. Broadcom is no longer appealing. x.com  x.com 

Broadcom's growth opportunities support a premium despite its stock not being dirt cheap. The selloff was much needed for big winners like it. Broadcom now occupies the position Microsoft did when it was called a 'gift' at $350 and one of the simplest buys of 2026, with around 75-85% upside in 1-2 years. It is a solid risk-reward buy here and lower. x.com  x.com  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 

Broadcom has no material upside left even if it hits its 2029 targets, because the AI capex boom is nearing its peak and its 25x sales multiple, up from 5x before 2023, would reset to about 10x. Hyperscalers are at their limits: Alphabet sold shares to raise funds, Meta is considering it and Amazon issued bonds, so frequent upward capex revisions are unlikely and a re-rating is inevitable. Nvidia, at about 20x forward earnings and 9x sales, is the better semiconductor bet. x.com 

Broadcom looks cheap if its growth forecasts are even vaguely realistic, with PEG ratios of 0.45, 0.28 and 0.40 for October 2026, 2027 and 2028. Semiconductor revenue rose 221% year on year to $16.7B and is guided to $21.7B next quarter. Revenue of $29.6B and EPS of $3.32 beat consensus. Shares fell 4.5% after hours because revenue guidance of $34.8B was slightly below the $35.03B consensus, yet that still implies 93% growth. x.com 

Broadcom looks increasingly like a long-term short because the industry seems to be moving away from its technology. Its charts also suggest the big run is done: the weekly chart shows a Darvas box breakdown this week after heavy selling volume in December, and the quarterly chart shows a clear topping shooting-star bar. It may become a source of funds. x.com