Broadcom Inc.
(AVGO)
Broadcom's $164 Billion Order Book Is the Real Story the June Selloff Buried
At roughly 26x forward free cash flow for a contracted AI franchise with a fabless cost structure and a software annuity behind it, Broadcom is worth owning for the compounding, with the clear-eyed understanding that six customers and 95% wafer concentration make the bear case...
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