AVGO - Broadcom Inc.

Singled out on his scorecard as 'cheap' relative to intrinsic value.

Reported strong earnings with data center business expected to double in a year and double again thereafter; forward P/E of 21 with strong growth.

Host says he started a position in Broadcom the other day and is open to doing a deep-dive report on it, prompted by many viewers asking about the name on weakness.

Broadcom is on sale.

Trading at ~14x forward, called 'crazy' cheap; host expects blowout earnings and a lot of color on TPU deals (OpenAI chip) plus stock buybacks, though he worries the oil/macro crisis could get the better of the stock.

Noted in the description as an earnings report investors are monitoring this week; no directional opinion given.

Broadcom is a heavily weighted S&P 500 stock and a respected tech name. The host advises keeping it on the radar ahead of its earnings report this week.

Broadcom has lower growth than Nvidia and a higher P/E ratio, making it less compelling on a valuation basis.

Broadcom has strong AI chip growth and expanding profit margins, but the 10-year valuation yields only about a 10% return on middle assumptions. The host questions whether that is enough, making it more of a 'watch' than a clear buy.

Jose argues the Google-Marvell deal is not bearish for Broadcom; Google will still make TPUs and Broadcom remains a key supplier. The market misread it as negative, but the hosts see it as ecosystem expansion.