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What podcasters are saying about Broadcom (AVGO)
Summary
In the past 30 days, 10 speakers on 8 finance podcasts discussed Broadcom (AVGO) in 12 views. Going by each speaker's latest call, 5 are bullish and 5 are bearish. Chorus has followed Broadcom since October 1, 2026.
Who talks about it most
- Stephanie Link · 2
- Stacy Rasgon · 2
- Bill Baruch · 1
- Jeff Snider · 1
- Jim Cramer · 1
- Gary Gensler · 1
- Robert Armstrong · 1
- David Bahnsen · 1
- Adam Parker · 1
- Ed Zitron · 1
The latest views
Newest first. Every quote is checked against the episode's transcript.
Bill Baruch · Blue Line CapitalBullish
Broadcom has reclaimed key $333 support and should keep rising off recent lows despite the trim.
Baruch trimmed 50 bps of Broadcom as a risk-management step, not because he is bearish. He points out that the stock is back above key support at 333 and that its response to yesterday's trading off the lows looks good. He expects the move to continue pretty well, while acknowledging the firm is reducing its overweight in semis heading into the Fed and midterms.
“it's back above, key support three thirty three... We like what it... The way it's looking in yesterday's response to... Off those lows, I think, should continue pretty well.”at 38:39
CNBC Halftime Report: Countdown to the Fed Decision 10/28/26 ·
Jeff Snider · Atlas FinancialBearish
Broadcom is increasingly financing its AI customers, a circular, dot-com-like arrangement that signals strain.
Broadcom's CEO reportedly intervened in weekend talks, accepting higher rates and giving lenders stronger protection after banks got cold feet on the roughly $63 billion Anthropic financing. Broadcom is providing residual value support because the banks were not comfortable relying on the chips as collateral. Earlier, Apollo and Blackstone announced another roughly $35 billion Anthropic chip financing deal with Broadcom protecting lenders, and Broadcom is reportedly seeking more than $50 billion to finance custom chips for OpenAI. The supplier is no longer merely selling equipment and is helping finance customers so they can keep buying its equipment. Snider sees this as uncomfortably circular and familiar from the dot-com era, and notes that supposedly the most important assets in the world still need supplier guarantees against losing value.
“The supplier isn't merely selling equipment anymore, is increasingly helping finance customers so those customers can keep buying its equipment.”at 7:19
Eurodollar University: Elon Musk Warns Banks Have STOPPED Lending to AI Companies ·
Jim Cramer · CNBCBullish
Broadcom's $63B financing deal for Anthropic compute shows it can get big AI deals done.
Cramer credits Broadcom with arranging a $63 billion financing deal to sell computing infrastructure. He says it was a tough fight, with CEO Hock Tan knocking the bankers' heads together to get it done. He calls Anthropic 'the best AI company there is' and says the Broadcom-arranged financing seems to be accepted, with Broadcom and Anthropic appearing immune to criticism. He flags, however, that the next such deal with weaker counterparties might not look as good. His view is positive on Broadcom's execution and on the deal's credibility.
“Because Broadcom was able to arrange a $63,000,000,000 financing deal to be able to sell computing infrastructure”at 1:52
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/27/26 ·
Stephanie Link · Hightower AdvisorsBullish
Broadcom's AI revenue guidance is credible, with margins strong and the stock cheap at 15x.
Broadcom guided AI revenue to $115B in 2027 and $230B by 2028. The Anthropic deal has secured about $60B of 2027 revenue, and the market doubted the guidance. Gross margin is 73% and operating margin 66%, so margins are not falling off a cliff. She estimates earnings power of about $22 by 2028, which puts the stock at about 15 times. The stock is down 2% this year after a 60% gain.
“for 2027 to be 115,000,000,000 to grow to 230,000,000,000 by 2028. ... Gross margin's at 73%. Operating margin's at 66%.”at 15:50
CNBC Halftime Report: The AI Correction, Tech Earnings and the Rally 10/27/26 ·
Gary Gensler · MIT Sloan School of ManagementBearish
Broadcom's $63 billion off-balance-sheet guarantee package raises worries of a 2008-style financing craze.
Gensler notes Broadcom announced a $63 billion package of complex, off-balance-sheet guarantees that is not even in its S-1, so the filing must be amended. He says it makes him worry, and asks whether this resembles the off-balance-sheet craze before 2008.
“when you see the debt issuance, which is very significant. Saw Broadcom announced late yesterday, a $63,000,000,000 package that's not even in that S1, they have to amend the S1 and put that in.”at 24:24
Bloomberg Surveillance: Previewing the Fed Meeting and AI IPOs ·
Robert Armstrong · Financial TimesBearish
Broadcom would lose massive value if AI data-center spending deflates, as part of the chip complex.
Armstrong groups Broadcom with Nvidia as part of the semiconductor complex that has become important to the AI build-out. If the AI data-center bubble deflates and hyperscalers stop financing capacity, he expects those companies to lose a massive amount of value. He calls that a shock, though a smaller one than if it hit Microsoft. The view depends on the deflation scenario, which he does not forecast.
“Those things would lose a massive amount of value.”at 34:20
Prof G Markets: The $800 Billion Catch Behind Anthropic's IPO ·
David Bahnsen · The Bahnsen GroupBearish
Broadcom's yield fell to 1% after a 16x rise, so Bahnsen sold it on valuation.
Broadcom's stock rose 16 times while it grew its dividend 8% to 14% a year for eight straight years, so the yield compressed to about 1%. Bahnsen uses yield as a valuation metric and sold to move into names yielding 3% to 4%. He notes that Broadcom was one of his most profitable investments over seven years and that the AI build-out needs data centers.
“Same with Broadcom, you know, the stock was up 16 times. They had grown the dividend 8% per, 14% per year for eight years in a row, but the yield got to be 1%.”at 15:22
Masters in Business: At The Money: Can Dividend Investing Give You Yield AND Growth? ·
Stephanie Link · Hightower AdvisorsBullish
Link owns Broadcom as a selective semiconductor pick with a strong balance sheet.
Link says she wants to be selective in semiconductors and to own companies with good balance sheets. She names Broadcom as one of the chip stocks she owns, tied to data-center demand outstripping supply for several years.
“I wanna be selective on semiconductors. I wanna own good balance sheets. You know which ones I own, NVIDIA, Broadcom, and Micron.”at 20:10
Adam Parker · Trivariate ResearchBullish
Broadcom is a buy at these prices for the next two to three years.
Parker sees a multi-year compute and power shortage driving demand for AI chips, and he names Broadcom among the chip stocks he wants to own at these prices. He expects these semiconductor names to outperform the market over 12 to 24 months, with some near-term volatility possible.
“But I wanna own at these prices, Micron, NVIDIA, and Broadcom for next two to three years, that's based on what I know now”at 6:05
Stacy Rasgon · Bernstein ResearchBullish
Broadcom's shares look cheap if its doubling-revenue path holds; the stock is only expensive at a peak.
Broadcom has suggested that it can reach over $30 in earnings by 2028. Rasgon says that if revenue doubles next year and doubles again, that earnings figure is achievable. At a share price of about $363, that would put the stock at roughly 11 to 12 times earnings. He frames this as the same valuation question as Nvidia: if the cycle is not peaking the stock is cheap, and if it is, the market is right to be cautious.
“Broadcom suggested by '28, they will do over $30 in earnings, which if you think that they can double the revenues next year and double them again, yeah, you'll be over $30 in earnings.”at 17:12
Monetary Matters: Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon ·
Stacy Rasgon · Bernstein ResearchBullish
Broadcom is a favored AI name; custom-chip competition doesn't threaten the overall AI market.
Rasgon lists Broadcom among the favored traditional AI names. He cites Broadcom's guidance for next year's AI revenue, which he says could be exceeded. Broadcom is among the custom-chip (ASIC) makers he sees as competitors to Nvidia, but he argues that competition matters less than whether the total market is big. The AI market is roughly a trillion dollars and still growing, so custom chips don't threaten the story.
“Broadcom said they'll do [$115B] in AI revenue next year, again, could do more.”at 41:29
Monetary Matters: Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon ·
Ed Zitron · EZPRBearish
Broadcom is a risky AI chip play, reliant on three customers and increasingly financed with debt.
Zitron says a large chunk of Broadcom's revenue is now AI chips, mostly sold to three companies: Google for TPUs, which are mostly rented to Anthropic, Anthropic itself, and OpenAI with its custom chip, plus Meta's MTIA chip. Unlike Nvidia's equity investments, Broadcom is taking on debt, including a $35B private credit package in which Apollo and Blackstone are maybe involved. He says Broadcom also financed some chips for OpenAI. He points to debt from its 2023 VMware acquisition, a story that it would raise $60–100B more, and VMware growth that is petering out. He concludes Broadcom is playing a risky game and is a 'real dog of a company'.
“So Broadcom is a real dog of a company too... Most of those are being sold to three companies.”at 15:55
Monetary Matters: Ed Zitron on Anthropic's IPO (S-1), AI Debt, and Counterparty Risk ·
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Chorus reports what speakers said. It isn't investment advice.