“Broadcom is a fairly priced AI capex stock worth owning as part of the AI infrastructure buildout.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
These are stocks like ASML for example, stocks like like Broadcom for example, they are directly related to building the AI infrastructure.
The structured call
The receipt
Publish-day price $$370.32 · the claim is anchored to the moment it was said.