Texas Instruments is a stock the creator has held for a few years, is up about 78% on, and likes their focus on capital management and dividend growth, though the share price has been volatile.
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Congress Has Been Loading Up on These 2 Stocks in 2026!
The creator discusses two stocks that members of Congress have been buying, highlighting Broadcom (AVGO) as a significant winner with strong dividend growth and exploding free cash flow. Despite a high PE multiple, the creator argues Broadcom is not overvalued due to its substantial operating cash flow growth, even after a large acquisition like VMware. The video also touches on the potential for ETFs tracking congressional trading and the importance of researching these trades for investment insights.
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Nvidia is mentioned as a competitor that Broadcom's custom chips aim to reduce dependence on.
Broadcom (AVGO) is presented as a strong buy, with the creator arguing it's not overvalued despite a high PE multiple due to exceptional operating cash flow growth and strategic acquisitions.
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