NVDA and AVGO have been my two top holdings since 2021-22 and I’m very pleased. Didn’t see THIS coming, but I had a feeling these two would be great choices for those spots.
@qkingoftears4 ай бұрын
@@SirGenesis206 ok nancy
@abidingdude2225 ай бұрын
Awesome deep dive dude!!!!! Buy and hold. Dollar Cost Average!!!
@gokhanarslan63205 ай бұрын
I work for a development partner of BMW in Germany. We always work on BMW's virtual computers. 2 months ago BMW switched to VMware as VDI service provider. Most of my colleagues think it was an upgrade in terms of speed and response time.
@hochzeitsfotografseychelle29865 ай бұрын
Great info! Thank you!
@jayspinka33055 ай бұрын
you're the best Alex! Nobodies deep dives compare to yours. The way you take your time and really look under the hood is so helpful 😅
@micheleserrao4525 ай бұрын
Alex you are my "Go To" for tech analysis. I don't have time to waste so when I have time to learn about tech names and look for new investments I come here. And I have been rewarded for it! Thank you!
@TickerSymbolYOU5 ай бұрын
@OneAndDone51503 ай бұрын
He’s pretty good just wish the sponsor bs as in his codes.
@PeterK65025 ай бұрын
Thanks, I added AVGO to my portfolio (I already have NVDA)
@eksine5 ай бұрын
listening to influencers, such a poor move on your part.
@PeterK65025 ай бұрын
@@eksine Not if Nancy Pelosi is also buying this stock currently, or is Nancy Pelosi also member of this channel?
@notseelen5 ай бұрын
thanks for the video! I noticed you talk about their sales and future growth, but not much about their current and future valuation (free cash flow, P/E ratio, deeper balance sheet analysis) I know you've done it in the past, just sharing that I'd love to hear more of that, as while the psychological aspect of stocks is dominated by sales, market share, etc, the richly-valued AI stocks need even more extreme justification to handle the risk I'll look into AVGO more, but the past few times I haven't found it to be at a price that was palatable yet
@tlrailtek5 ай бұрын
I love your analysis. Thanks Alex
@waynelast16855 ай бұрын
Have video on TSM? This is one I think we need good forecast about.
@mattinterweb5 ай бұрын
Great channel. Superb content.
@Sophia-bt2uh5 ай бұрын
Great video, I have a quick question. I am an aspiring trader, I am looking study some traders and earn off their expertise rather than investing myself and lose money emotionally. Whats your take on copy trading? Do people really make money? Just looking for some reassurance. Thank you!
@SirManselus5 ай бұрын
Focus on long term investments in property, stocks, and bonds. Avoid copying, daytrading and 'chart astrology'. Diversify across different geographies, industries, and value chain stages - to reduce your risk. You can do this with ETFs, or by selecting different stocks yourself. This is the best way to invest for more than 90% of people
@Charlotte-ew6sw5 ай бұрын
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
@notseelen5 ай бұрын
I strongly recommend reading a book on Value Investing. Maybe you don't agree with the Graham & Dodd approach, maybe you think breaking Warren Buffet's rules is a good idea you could be right! but you have to study the rules to break them, and value investing has proven to be one of the single most successful long-term (LONG. TERM. AHEM 😂) strategies if you want to learn from others, learn from the best. Howard Marks has a great podcast called The Memo, it's basically him reading his quarterly memos out. HIGHLY valuable for a retail investor
@robarnica19755 ай бұрын
@@Daisy-yr6ezI did, she’s in jail!
@stevedunn86624 ай бұрын
@@robarnica1975 😂
@mariocabella54765 ай бұрын
Avgo will not be the next Nvda but it has bright future.
@ok2tmtsg5 ай бұрын
Agree. I own both. The next NVDA is still NVDA. Period.
@RWH33545 ай бұрын
I bought some today pre split...then Ur vid popped up! Thanx for giving me added confidence I did the right thing!!!
@jamesbaum97755 ай бұрын
Your tech analysis is second to none on here. Great informative video. I’ve been a stock holder of $AVGO since 2018 now and it has done very well over the years. Their pivot to AI is just icing on the cake.
@juanburciaga56875 ай бұрын
Excellent video, keep it up
@grandizer45315 ай бұрын
ARM is a beast!
@tyreecobb62225 ай бұрын
Excellent review & analysis of AVGO - thanks!!!
@copperheadranch64665 ай бұрын
Thank you for finally doing this. Appreciate it very much.
@Briancrobinsonspeaks5 ай бұрын
Alex, another fantastic video! Thank you!
@RK-um9tu5 ай бұрын
All you need to know is that NANCY PELOSI brought a ton of Broadcom stock last week...
@TickerSymbolYOU5 ай бұрын
👀
@robbykelley35985 ай бұрын
She’s long on AVGO, but her purchase was 20 calls expiring 6/20/25
@cryptoico26475 ай бұрын
Yep, if Nancy buy it then something good will happen soon 😂
@mrkang40805 ай бұрын
There's been talk of US government supporting domestic chip manufacturing for years. I put money into all the big players 3 years ago, and only Intel has done nothing... the rest have all been amazing.
@gokhanarslan63205 ай бұрын
Nancy is mostly right, but always? If I was Nancy, I would buy a few stocks that might tank to be able to say "See? If I was insider trading, would I have invested in crap stocks?" Which one would you pick? Making 80M USD with a get out of jail card, or making 90 without one? Regardless, AVGO is good :D
@patricedeluca64502 ай бұрын
Pristine tech stock analysis. 👏👏👏
@ElliottNest415 ай бұрын
Good review, thank you.
@cnaz87095 ай бұрын
Thank you for this analysis.
@TickerSymbolYOU5 ай бұрын
Glad you enjoyed it!
@trfp20 күн бұрын
Great content!! Just discovered this channel and already followed it. I'd love to see a video about QUANTUM COMPUTING stocks, like IonQ, d-wave, Quantinuum/Honeywell (IOP coming up in early 2025!!!), rigetti and others
@KarimMirhady5 ай бұрын
The growth in Broadcom's dividend has been remarkable, increasing from $0.007 in December 2010 to $0.525 in June 2024 after the split.
@midwestcannabis5 ай бұрын
Party On Bud! 🥳✌️
@antalszabolcsdesign51895 ай бұрын
Another banger, thanks Alex! :)
@acesfullmike53715 ай бұрын
Thanks, great video!
@bartdierickx46305 ай бұрын
Imo opinion they're a very complementary AI stock with nvidia. Nvidia for the general workloads. Broadcom for the specigic workloads.
@kadd44155 ай бұрын
15:33 Alex: "While I don't particularly care about dividends myself..." Thank you for saying that. Nothing wrong with dividends but I have heard investor reps push them hard and I think it's because they don't know how to make good profits. :)
@hasanturgut27125 ай бұрын
Thanks, I am very informative ,I will add it next week again
@jeffreyhall50334 ай бұрын
Thank You Sir for the information. You are a good man.
@MarcBrDutch5 ай бұрын
Thank you, Excellent vid.
@MartinPerry-j8g3 ай бұрын
Thanks for your Analysis!
@equalenergy5 ай бұрын
Broadcom has a high level of debt and long term liabilities. Also there has been a lot of insider selling over the last 9 months.
@miguelguimaraes98045 ай бұрын
Great channel and great stock😊
@danielyossef11655 ай бұрын
best tech investing channel on KZbin !
@NrsimhaDas5 ай бұрын
Thank you Alex 🙂
@mdo51215 ай бұрын
Everyone on Wall Street thought VMWARE WAS BOUGHT at a very high price....but this company knows how to acquire.
@ricardosmaltino604 ай бұрын
Great information and video
@perezpepito1045 ай бұрын
Palantir
@haticeefe42413 ай бұрын
Great analysis
@jr08125 ай бұрын
Thank you for the great insights😊
@waynelast16855 ай бұрын
What I want to know is who is positioned best for the next tech revolution.
@julielaw5205 ай бұрын
Its a powerhouse! Thanks for another great anaylsis!
@TickerSymbolYOU5 ай бұрын
My pleasure! Glad you enjoyed it!
@ElChuntyCabra5 ай бұрын
1:40 Hawk Tuah?
@paulh671253 ай бұрын
@@ElChuntyCabra hahahaha
@lavishvegas54955 ай бұрын
Calm down, dude, sold all my semis Friday. We will get a correction in July, until then you should hold off
@revery85inc615 ай бұрын
THANK YOU FOR YOUR VERY CREDIBLE INFORMATION! AMEN.
@Rick_Rolled5 ай бұрын
Great analysis and good video, but you missed out on sharing their debt and historic track record of acquiring companies, and severly cutting down the cost, resulting in a loss of customer trust.
@billB1015 ай бұрын
Plus patent trolling, really not interested in this company to be honest.
@ΒύρωναςΛαδιάς5 ай бұрын
Still their stock may do well. I wonder if Alex owns any of its stock though.
@nixielee5 ай бұрын
Great stock, insane valuation. When Nvidia crashes Broadcom will crash as well. The technical differences does not matter when the stock market is on fire, everything related to semis and AI will go down in flames. Then you buy.
@srsheepdog26715 ай бұрын
Forward P/E is 36x, which is in the typical range for tech stocks.
@kevingipson53565 күн бұрын
‘On fire’ is a simile for rapid increase 😄
@adiashro5 ай бұрын
Alex, did you buy AVGO? Wonderful review like always 🎯 I'd appreciate if you can review Micron as well in one of your video's, curious to know what you think product-wise and with respect to her position in the chip market
@shawn_88885 ай бұрын
Can you please share where you get your tees, i like the CPU tee you are wearing?
@HH-bc2bv5 ай бұрын
Great analysis 👏👏👏
@matthewhoward19585 ай бұрын
Great video
@daljitsrkg5 ай бұрын
Please make a detailed video on poet technologies :)
@DemandLachlane-ns1lj5 ай бұрын
Just discovered your channel with this video -- I was able to think about my situation and I'm curious to know best how people split their pay, how much of it goes into savings, spendings or investments, I earn around $90K per year but nothing to show for it yet.
@ksowter1015 ай бұрын
$90k and nothing to show for it- at least you are savvy enough to realize that's not the way to go through life. Sad that so many never figure that out. Read books, view youtube- John Bogle- and others on investing. long term compounding- the 8th wonder...Never get taught this stuff in school.... Don't carry over credit card debt past the end of month. PERIOD. no excuses- Don't become an indentured servant to the Card masters. Build a Min $10,000.00 emergency fund- lock in a bank rate over 4% but be sure the money can be accessible in an emergency. Max out any employer match in a company sponsored IRA- If employer will match up to 3-4-5%- that's free money that becomes yours-and you get to take it with you if you change employers- Take full advantage of that match. Invest in both US large cap markets and International Markets thru etfs or the funds available to you through your employer- Use No-load funds or ETFs and watch out for any IRA management fees- They'll eat your return. Then- Max out your self directed ROTH IRA- as much as you can afford to the max allowed =$7K? This is after tax funds - that you'll never pay taxes on in the future - and the compounded gains. Invest up to $25k in low cost ETFs to get market exposure- No bonds- Use low cost ETFs like SPY, QQQ, or Vanguard funds- for inexpensive exposure- and get a portion exposed to International markets- VXUS is broad -all stocks-low risk-lower return- When the market tanks- Buy more every month and don't pull it out- Don't try individual stock trading- Learn about investing 1st- and- learn - read- and don't be impatient- After you have a solid start on the investment portions- and you want to gamble on stocks- Take $1,000-of 'Fun Money' to fund an account. and- that you can afford to Lose. learn some technical analysis -TA - stockcharts.com-school- stockcharts tv. Jason Leavitt trader on you tube is worth viewing- and has some excellent instructional classes -modestly priced- IMO. also has a website. Good luck. Live within your means- step1.
@BrianFolks5 ай бұрын
Excellent analysis as always.
@theworldisblind17675 ай бұрын
On terms of PEG, SMCI is the most undervalued A.I play
@ronmatthews21645 ай бұрын
I have 700 k ,half in NVDL and half in FNGU. Both stocks have done great for me ,knock on wood.
@jacqdanieles5 ай бұрын
Those are leveraged ETFs. They are trading vehicles meant for a holding period of 1 day. Seems to me like you're trolling. 4 weeks ago you claimed you had 4443 shares of NVDA.
@ronmatthews21645 ай бұрын
@@jacqdanieles Yes I sold all my Nvidia regular shares and moved all that money into Nvdl Nvdu Fngu Which has obviously worked out well. My advice for you is to start focusing on your own business. Cheers
@jacqdanieles5 ай бұрын
@@ronmatthews2164 you post on a public forum & then get defensive when you face skepticism. Yeah makes sense ...
@ronmatthews21645 ай бұрын
@@jacqdanieles Maybe you should stop worrying about what everyone else is doing and again I recamend you worry about what you are doing or not doing. Lol 😂
@jacqdanieles5 ай бұрын
@@ronmatthews2164 maybe you should stop being so thin skinned
@Rudy47595 ай бұрын
Broadcom 10 year chart looks scary af.
@heiderosemoossen84375 ай бұрын
Hi, I have Broadcom, not much, and would like to stock up. Is it advisable to switch AMD to Broadcom?
@themusic68085 ай бұрын
Hock Tan has been in directing and executive roles in the tech industry over 40 years and has created immense shareholder value as CEO of Broadcom. You absolutely cannot argue with their business track record and sheer dominance and a lot of that has to do with management. They’ve also done it in a low profile way which is even better. Contrary to popular belief the world doesn’t need to see your companies CEO in a leather jacket at every conference there is touting business partnerships. No offence Jensen lol
@ManoElMacho5 ай бұрын
Have you met Hawk Tuah?
@TickerSymbolYOU5 ай бұрын
🤣
@themusic68085 ай бұрын
@@ManoElMacho You won the internet for today, sir
@hashi3235 ай бұрын
Alex can you please make a video on Teradyne ?
@phillyboylaboy5 ай бұрын
Buying soxq instead 😊; ty
@johnkelley14265 ай бұрын
Thanks Alex.
@tloumathapo7545 ай бұрын
It moves the same as all other semiconductors stocks.
@mercury135 ай бұрын
what about ASML?
@ukrainemylove61845 ай бұрын
Hi , Can you suggust stocks or funds which will not fall (or rise) during market fall ?
@TickerSymbolYOU5 ай бұрын
If I could do that, I'd be a billionaire.
@akapiff5 ай бұрын
Wat do u think about amsc been holding since 16
@ChristGivesLife5 ай бұрын
Have you heard of ACMR? If so, what are your thoughts on them?
@TickerSymbolYOU5 ай бұрын
I haven't, but I'll take a look!
@Maguirehook5 ай бұрын
My wife and I net-worth was 62k April 2020. Just hit 550k this week. Started last month this 2024 investing with Amelia Jason. I still thank you for the level-headed financial advice.
@WilliamsJohn-015 ай бұрын
Thanks for keeping it light and real at the same time. Much needed for us traders in times like these!..
@Chloe_emm5 ай бұрын
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors this Amelia Jason is she one?
@LilyBekonhemswort5 ай бұрын
It surprising mrs Amelia Jason is mentioned here, came across a testimony about her from one of the beneficiaries on the CNBC news, she seems to be doing extremely .
@LeaderBebia5 ай бұрын
Recently, I have been exploring the possibility of consulting with advisors. As a mature individual, I am in need of guidance, but I am curious to know how truly impactful their services can be?
@Maguirehook5 ай бұрын
she's on Telegrams mostly, using the username.
@riffsoffov92915 ай бұрын
Stock splits tend to happen after a stock has gone up a lot, so could the outperformance after a split be explained by momentum, or does the analysis correct for that?
@riffsoffov92915 ай бұрын
@TickerSymboIYOUinfo I don't think I've got a notification bar, I've clicked the notification icon and then on your reply but I don't know if this will be 1 to 1.
@TickerSymbolYOU5 ай бұрын
You were talking to a bot. I deleted and banned him. Sorry about that.
@riffsoffov92915 ай бұрын
@@TickerSymbolYOU No problem. I guess I should have realized that "info" tagged onto your alias meant it wasn't genuine.
@kenchan41595 ай бұрын
Genuinely, may we know why is price dipping despite its upcoming stock-split? Nvda wasnt like that
@jeffj88255 ай бұрын
3rd largest holding for me after nvidia and SMH
@kendallhughes75075 ай бұрын
That's a hard pass on *AVGO* ...gonna stick with my massively overweight *NVDA* position (5041 shares) at least for the next year or so.
@TickerSymbolYOU5 ай бұрын
Nothing wrong with sticking to NVDA! 🍻
@miketchakalian5 ай бұрын
Hi Alex love your channel just wondering i thing AI And tech is the next 10-15 years so what’s wrong with just investing in FTEC etf every month
@TickerSymbolYOU5 ай бұрын
Absolutely nothing wrong with that if you decide that’s what’s best for you
@the_starlinkway78215 ай бұрын
Intel expecting $1B in software revenue…We might see another fast run up to $50-60 like in 2023 as Intel is trading by far at the lowest multiple. $HP and $DELL also been flat for last month almost. $RRX also looks good and will benefit from a pro EV environment.
@shevek95055 ай бұрын
@TickerSymbolYOU Just read about Etched Sohu chip. Would be an interesting topic eventually...
@Steve-fg8iq5 ай бұрын
I think you are allowing Broadcom's stock price and revenue improvement to cloud your judgement. The CEO of broadcom (Hak Tan) has one goal, and it's to make money regardless of the means. His primary strategy is to work with his cronies at private equity company silver lake on hostile acquisitions. Then he dumps all the headcount he can. Fortunately, he was rejected in taking over Qualcomm. He lacks any innovative vision. In fact he said a few years ago that innovation in chips was over and that chips were commodities. As a result, their company culture is one that doesn't know how to innovate. They're just riding the AI wave as best they can, doing commodity level design and jacking up their prices. It sucks seeing Hak Tan benefit from the AI movement when he's done nothing meaningful to contribute. Completely different personality than Jensen.
@bobsnabby22985 ай бұрын
The same crazyness as with NVDA incoming.
@TickerSymbolYOU5 ай бұрын
So… massive moves upward?
@SleepCycle15 ай бұрын
Still trying to get to a 100 shares of NVDA myself lol
@boyasaka5 ай бұрын
Can broadcom get to the 3 trillion mcap in the next few years to join apple , Nvidia and Microsoft?
@e61agem5 ай бұрын
I know you value truth. The first iPhone actually had a Marvell WiFi single chip solution. It was the second edition iPhone that started using the Broadcom combo Bluetooth, WiFi, and FM chip. I know because I was a Marvell shareholder doing that time and got hosed after they lossed the iPhone socket.
@TickerSymbolYOU5 ай бұрын
Ah, my bad! I thought it was Broadcom since the beginning.
@kamal99919995 ай бұрын
Any ETF which supports this view .. SMH & QQQ anything else ?
@isdlocksmith93265 ай бұрын
Is there still time to buy and get the split ?
@TickerSymbolYOU5 ай бұрын
Nope, had to buy yesterday
@brianh90145 ай бұрын
Yes bro, hold 10shrs look frwrd to the split. One of my lucky buys last year, should of bought more at $500. 😅
@TickerSymbolYOU5 ай бұрын
Congratulations! That’s awesome!
@Josh_wenig_Licht5 ай бұрын
This was Great thank you
@TheFresherFoot5 ай бұрын
Astera labs is cool
@Dptl5 ай бұрын
Just hit the craps table at the casinos.. who knows!?!? you may just get rich. 😂😂❤❤❤
@Witnessmoo5 ай бұрын
God I wish I understood this but I don’t so I can’t buy it 😢
@jaypence3325 ай бұрын
CEG?
@GlobalMan-nr3hq5 ай бұрын
Awesome video. Its ironic no one cares about Cisco wrt to AI story anymore and it was pretty much Cisco that made BRCM (now AVGO) what it is today. They almost wanted to buy VMWare but decided not to. Later BRCM not only designed customer routing chips for CSCO and the likes but started making full solution Datacenter switches with its own network stack (acquired) and selling them as a reference model to major cloud companies and enterprises. And Hock Tan had the foresight to acquire VMware. The next cycle in the AI Age is Google, Meta etc with ASIC chips. Are we not entertained ?
@Jai-qf8lw5 ай бұрын
CSCO never made BRCM who they are today. CSCO is a joke compared to Broadcom
@samwang58315 ай бұрын
The difficult question is: if you already have NVDA, should you sell some to buy AVGO?
@TickerSymbolYOU5 ай бұрын
Depends on your gains, holding period, tax situation, and time horizon
@samwang58315 ай бұрын
@@TickerSymbolYOU Thanks for your reply. I have no tax concerns. AVGO is interesting since there are limited competitors in the ASIC and SW space. One of the biggest challenges with ASIC business is that the core system solution providers such as NVDA will try to lower system cost by including those ASIC functions in its future offering, so AVGO will have to stay one-step-ahead
@mortylevitt6225 ай бұрын
So many chip / software plays, guessing an ETF best way
@foresthill84625 ай бұрын
QQQ
@mortylevitt6225 ай бұрын
@@foresthill8462 soxx
@mortylevitt6225 ай бұрын
@@foresthill8462 I prefer an ETF
@TickerSymbolYOU5 ай бұрын
Check out SMH
@mortylevitt6225 ай бұрын
@@TickerSymbolYOU good one, missed first boat unfortunately
@makeitmakesense55775 ай бұрын
Hawk tan....lmao, sorry it just reminded me of the hawk tau girl. Gonna spit on that stock!
@corgizx5 ай бұрын
9:45 Nice
@wric015 ай бұрын
Same with nvda tesla it'll tank after split.😅
@ARIK.R5 ай бұрын
Whay AVGO and not TSM?
@_.Dave._5 ай бұрын
Broadcom's CEO is Hawk Tuah?
@TickerSymbolYOU5 ай бұрын
🥲
@AC-jk8wq3 ай бұрын
Probably should have put AVGO in the title somewhere… I would have watched this a month ago…. 😃