Broadcom: Market Panic Ignores A Multi-Year Demand Pipeline
Summarize this article with:
JR ResearchInvesting Group LeaderFollow5ShareSavePlay(9min)Comment(1)SummaryBroadcom Inc. has fallen into a bear market from its December highs amid renewed tech and semiconductor sector downside.Investors are scrutinizing AVGO's AI custom chips and high-speed networking roadmap, with FY2026 execution now under the intense spotlight.Management maintains a positive outlook for AI momentum into 2026, but expects less material OpenAI contract contribution until 2027-2029, raising fears.Valuation concerns persist, but AVGO's 46x forward P/E has corrected markedly since early this month.The time to get even more aggressive with Broadcom appears to have arrived, and it's an opportunity that investors shouldn't miss. Sundry Photography/iStock Editorial via Getty Images Bubble Fears Sent Broadcom Into A Bear Market Bubble fears are back! And it's also taking down Broadcom Inc. (AVGO) shares with it, already down >20% since the early December highs. I guess we could finally call it a rare bear market forThis article was written byJR Research45.82K FollowersFollowJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attractive risk/reward upside potential. His approach combines sharp price action analysis with fundamentals investing. He tends to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities. He runs the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. He focuses on ideas that has strong growth potential and well-beaten contrarian plays, with an 18 to 24 month outlook for the thesis to play out. The group is designed for investors seeking to capitalize on growth stocks with robust fundamentals, buying momentum, and turnaround plays at highly attractive valuations. Learn moreAnalyst’s Disclosure:I/we have a beneficial long position in the shares of AVGO, NVDA, XLK, SMH, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.