Nvidia (NVDA) is mentioned as a comparison point, trading at a lower forward PE ratio in the high teens to low 20s.
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MASSIVE WARNINGS: BROADCOM INVESTORS ARE SELLING!!
Jun 4, 2026
The creator discusses Broadcom's (AVGO) recent 14% stock drop following earnings, questioning if it's an overreaction or a buying opportunity. While the forward PE isn't excessively high, concerns about declining gross margins and a lack of raised fiscal year 2026 revenue guidance are spooking investors. The creator also contrasts Broadcom with Nvidia (NVDA) in terms of valuation and AI exposure.
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Broadcom (AVGO) is trading at a forward PE of 27, which isn't considered crazy, but investors are concerned about declining gross margins and a lack of raised revenue guidance.
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