Broadcom Inc. AVGO
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Quick take
Broadcom is a cash-machine straddling the hottest tech themes—AI chips and hybrid-cloud software—but the stock already reflects a lot of that sizzle. If Hock Tan nails the 2 nm roadmap and keeps VMware customers from revolting, today’s premium may prove justified; if a hyperscaler blinks or regulators bite, the goodwill-stuffed balance sheet offers little padding. In short, a stellar business facing a not-so-stellar price—handle with both curiosity and caution.
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