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 is a quality compounder at a pretty attractive valuation. Semiconductor revenue grew 127% and infrastructure software 29%, backed by a high-quality management team and a strong moat. Its $35B of debt is the only downside, and $39B of free cash flow over the last twelve months keeps that very manageable. x.com 

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's business model, cash flow, order book and dividend growth make it a long-term investment no-brainer, per Th96Trading. Broadcom is the most undervalued stock in the market right now; the attached chart shows quarterly revenue up 227.3% over five years to $22.19B. x.com  x.com 

Broadcom looks tempting because it remains a monstrous business, not a broken company; hype got ahead of itself and earnings guidance reset expectations. The open question now is just the valuation multiple. x.com  x.com 

Broadcom's great earnings don't matter much at a P/E of 93 and forward P/E of 37. Valuation is the problem, and Broadcom, like a lot of others, needs a 20%+ pullback. 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 positive free cash flow, liquidity and declining debt support its appeal. It is growing across every metric, adding financial strength to the investment case. 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 is at least 30-40% undervalued, trading at about a market multiple of 22x forward earnings despite many growth drivers. FY2026 Q3 revenue rose 86%, operating income 92% and EPS 96% year over year even with supply constraints, though Q4 guidance was a little light. Per @saso_capital, Hock Tan said data-center readiness, not supply, is the constraint, across six XPU customers including Anthropic, OpenAI, Meta and Google. The stock is bouncing off a big volume shelf from April 2025. x.com  … Show more