$AVGOBull claim
Mark Roussin, CPAANALYSTJul 21, 2026The claim
“AVGO is my favorite AI infrastructure company with custom silicon and networking leadership, growing earnings 67% at just 19x forward earnings.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
Broadcom may be my favorite AI infrastructure company. Broadcom has positioned itself as one of the leading custom silicon partners for hyperscalers.
Broadcom also provides critical networking technology that connects massive GPU clusters together.
the company generated free cash flow growth of 22% just last year. shares of Broadcom traded a forward PE of just 19 times, if you can believe that, for a company growing earnings 67% next year.
The structured call
Direction
Bullish
Catalyst
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Target
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The receipt
Publish-day price $$386.50 · the claim is anchored to the moment it was said.