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'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 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 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 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 

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'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 best dividend growth stories in the market, growing earnings fast while returning more and more to shareholders. Its dividend rose from $0.19 a share in 2016 to $2.36 in 2025, a 29.3% compound annual growth rate. x.com 

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