AVGO / AVGO
Recommendation history
AVGO (AVGO) is tracked from 2026-01-01 through 2026-10-28: 17 bank grades and 20 YouTuber calls. Simulated return uses the mention-day close against the latest close. Buys use the price change. Sells and shorts invert it. Holds show the price move and are not a new lot. This is not an investable portfolio return. Latest stored close: 342.33 on 2026-10-27.
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| Date | Source name | Stance | Entry close | Latest close | Paper return | Source |
|---|---|---|---|---|---|---|
"I continue to believe that Broadcom is one of the more undervalued semiconductor AI companies... two price targets on the street that are continuing to say that the stock is a do… | 增持 · Overweight | 342.33 | 342.33 | New call | Video | |
"Broadcom's got to be the cheapest beneficiary... the largest beneficiary in terms of the amount of revenue that translates to EPS... you cannot justify having a 110% EPS growth o… | 增持 · Overweight | 329.17 | 342.33 | +4.00% | Video | |
Says he agrees Broadcom is undervalued: 'Broadcom should be nowhere near $20 below going below 300'; cites AI infrastructure leadership and the $600 target. | 增持 · Overweight | 321.68 | 342.33 | +6.42% | Video | |
'If you look at Broadcom's earnings going into next year, they're due to accelerate significantly as a lot of their hardware from the Google TPU side comes online... there might b… | 增持 · Overweight | 321.68 | 342.33 | +6.42% | Video | |
Chris, asked if Broadcom is still the best buy in the semi-chain: "Based on the projections that they've outlined, absolutely." Also "Broadcom should not be trading at the multipl… | 增持 · Overweight | 323.24 | 342.33 | +5.91% | Video | |
Speaker endorses the view that "Broadcom is way more safer. Nvidia is way more safer than all the different issues with Anthropic and OpenAI." Notes Anthropic's ~$160B obligation… | 增持 · Overweight | 334.37 | 342.33 | +2.38% | Video | |
"Broadcom's growth is going to be significantly higher over the next year" and he puts it with Nvidia/AMD among the big semis that "will still do well." | 增持 · Overweight | 334.59 | 342.33 | +2.31% | Video | |
Sam: 'I am bullish Broadcom. I'm not long it, but I am bullish Broadcom.' | 增持 · Overweight | 334.59 | 342.33 | +2.31% | Video | |
I would rather buy Broadcom over Anthropic and OpenAI. | 增持 · Overweight | 340.57 | 342.33 | +0.52% | Video | |
"$1,000 into Broadcom at 339.45" and "I do think Broadcom below 340 kind of doesn't make any sense and you're seeing it get above 344 right here at the close." | 增持 · Overweight | 340.57 | 342.33 | +0.52% | Video | |
"The biggest semiconductor stock I've been buying over the past couple weeks is Broadcom." Also: "Broadcom is cheap... it looks cheap and I understand how $30 of EPS is probably g… | 增持 · Overweight | 347.62 | 342.33 | -1.52% | Video | |
I've been buying Broadcom at 360 370... I feel a bit more safer with it. It's levered to Anthropic and OpenAI. | 增持 · Overweight | 347.62 | 342.33 | -1.52% | Video | |
On the semi selloff: "Broadcom was pushing 381 last week. So, if you're interested in this, I still think it is obviously in a dip category, even if it you didn't get it at 345 or… | 增持 · Overweight | 353.77 | 342.33 | -3.23% | Video | |
I would be a buyer of Broadcom here. | 增持 · Overweight | 361.54 | 342.33 | -5.31% | Video | |
Asked about leaps: 'Broadcom is compelling for leaps to be honest, but once again, that Anthropic IPO doesn't work out, perception hurts Broadcom. I'd rather own the stock than ow… | 增持 · Overweight | 376.51 | 342.33 | -9.08% | Video | |
Long-term, Broadcom is fine, but I've taken off a lot of the trade and it can pull back after three good days. | 持有 · Hold | 375.81 | 342.33 | -8.91% | Video | |
He says his fair value for Broadcom is $465 versus roughly $375 now, a meaningful discount, and calls it possibly 'that next opportunity'. | 增持 · Overweight | 375.81 | 342.33 | -8.91% | Video | |
Host says he bought Broadcom around 365-370 three weeks ago and 'have not added since then,' indicating he is maintaining an existing long position. | 持有 · Hold | 362.51 | 342.33 | -5.57% | Video | |
"Look, I like it as well. I think it makes sense. I went through a lot of stuff over the weekend on Broadcom." Notes the $42B vendor-financing loan to Anthropic, guidance for $30… | 增持 · Overweight | 362.51 | 342.33 | -5.57% | Video | |
Buy · 維持 · Maintained | 看好 · Buy | 357.89 | 342.33 | -4.35% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 355.63 | 342.33 | -3.74% | Yahoo Finance · provider | |
The video title explicitly lists AVGO alongside '買入建議' (buy recommendations), implying a directional bullish call to initiate or add to a position. | 看好 · Buy | 385.12 | 342.33 | -11.11% | Video | |
Buy · 維持 · Maintained | 看好 · Buy | 418.25 | 342.33 | -18.15% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 418.25 | 342.33 | -18.15% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 418.25 | 342.33 | -18.15% | Yahoo Finance · provider | |
Buy · 維持 · Maintained | 看好 · Buy | 418.25 | 342.33 | -18.15% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 459.24 | 342.33 | -25.46% | Yahoo Finance · provider | |
Buy · 維持 · Maintained | 看好 · Buy | 420.05 | 342.33 | -18.50% | Yahoo Finance · provider | |
Buy · 維持 · Maintained | 看好 · Buy | 418.64 | 342.33 | -18.23% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 396.09 | 342.33 | -13.57% | Yahoo Finance · provider | |
Buy · 重申 · Reiterated | 看好 · Buy | 380.18 | 342.33 | -9.96% | Yahoo Finance · provider | |
Buy · 維持 · Maintained | 看好 · Buy | 379.15 | 342.33 | -9.71% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 329.27 | 342.33 | +3.97% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 331.55 | 342.33 | +3.25% | Yahoo Finance · provider | |
Buy · 維持 · Maintained | 看好 · Buy | 331.55 | 342.33 | +3.25% | Yahoo Finance · provider | |
Buy · 維持 · Maintained | 看好 · Buy | 331.55 | 342.33 | +3.25% | Yahoo Finance · provider | |
Buy · 維持 · Maintained | 看好 · Buy | 331.32 | 342.33 | +3.32% | Yahoo Finance · provider |