Nvidia is mentioned as a chip designer that sends its blueprints to TSMC for fabrication and competes with Broadcom by offering an alternative to custom chips.
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AVGO Stock is Down 26% - Here's Everything You Need to Know
Sep 4, 2026
The creator discusses Broadcom (AVGO), highlighting its significant growth, particularly in custom AI chips, despite a recent stock price decline. The video analyzes Broadcom's strong earnings report, impressive revenue and free cash flow growth, and positive future guidance, attributing the stock's drop to potential market overvaluation or other factors not immediately apparent from the earnings.
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ASML is mentioned as a key player in the chip manufacturing supply chain, providing the machines that build chips but not designing or manufacturing them.
The creator draws a parallel between Broadcom's current situation and Oracle's stock performance last year, where initial excitement over large RPO numbers from OpenAI was later met with market skepticism.
Broadcom (AVGO) is experiencing tremendous growth, especially in custom AI chips, with revenue up 86% year-over-year and expected to accelerate, yet the stock is down 26% from its highs.
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