Creator sentiment
10 creators · 10 views · past 7 days
Updated October 20, 2026
The bull case
- +Broadcom's Jericho switches are used in Arista 7800 for Meta's networking, benefiting from AI scale-out.
- +Networking will have many winners as clusters scale to millions of GPUs.
- +AI chip revenue up 221% YoY, expects 236% growth this quarter.
- +Down 13% in the sell-off, trades at just 18x forward earnings, undervalued.
- +Called the 'anti-Nvidia' as big tech customers diversify away from Nvidia with custom silicon.
- +Management targets $30 EPS in 2028 and AI revenue doubling to $115B next year, then $230B the year after.
- +Generates tens of billions in free cash flow and trades at ~20x forward earnings, favorable risk-reward.
- +Broadcom is among the companies supporting the AI ecosystem that benefit from Anthropic's success.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 Meta & NVIDIA's 1 MILLION GPU AI Supercluster Is INSANE!!
Broadcom's Jericho switches are used in Arista 7800 for Meta's networking, benefiting from AI scale-out. · Networking will have many winners as clusters scale to millions of GPUs.
📹 Dips Never Last. I'm Buying These Stocks NOW.
AI chip revenue up 221% YoY, expects 236% growth this quarter. · Down 13% in the sell-off, trades at just 18x forward earnings, undervalued.
📹 4 AI Stocks to Buy After the Market Sell-Off!
Called the 'anti-Nvidia' as big tech customers diversify away from Nvidia with custom silicon. · Management targets $30 EPS in 2028 and AI revenue doubling to $115B next year, then $230B the year after. · Generates tens of billions in free cash flow and trades at ~20x forward earnings, favorable risk-reward.
