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Posted by
Two Blokes Jun 18 -
Filed in
Stock
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8 views
Broadcom has rallied sharply on AI momentum, but the current valuation is historically high and less attractive than in March. Recent earnings and guidance were strong, especially in AI and networking, but market expectations had become excessive, leading to a post-earnings pullback. Compared to peers like Nvidia and AMD, Broadcom trades at a premium despite a large portion of revenue from legacy semiconductors.
