Semiconductor and infrastructure software company supplying chips for networking, storage, and wireless.Yahoo Finance ↗broadcom.com ↗
1 take · first discussed Jan 25, 2025
Commentary only — they've discussed this name but haven't made a call on it, so we don't attribute any call return to it. The stock's price chart and the takes are below.
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The hosts' collective view on Broadcom is lightly bullish but limited to a single perspective, with only Chamath weighing in. He characterizes Broadcom as a massively underappreciated company — now valued at $1–2 trillion — built through disciplined M&A roll-ups under CEO Hock Tan, yet largely overlooked relative to higher-profile peers like Nvidia, Amazon, and Meta. His conviction is low, and no other hosts offered a competing or supporting view, leaving the overall group stance thin and one-sided.
Chamath notes Broadcom as a massively underappreciated $1-2 trillion company built through disciplined M&A roll-ups under Hock Tan, contrasting it with peers that get far more attention despite similar or lower scale.
it is the only trillion-dollar company that nobody talks about. Everybody knows Nvidia, everybody knows Amazon, Meta, but Broadcom is a $1. $1, $2 trillion business. And it started basically through a whole series of roll-ups.”1:45:17