Company
Broadcom
- Episodes
- 8
- Share
- 0.8%
- Shows
- 8
- Net sentiment
- +0.14
Down from 1.1% of episodes in the weeks before; net sentiment was −0.06.
Bullish 2Mixed 4Neutral 1Bearish 1
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Broadcom. Longest episodes first.
Bullish 2
- Strong AI chip demand and software business, though the stock looks expensive on sales multiples.226. Should You Still Own Bonds? · Investing Unscripted · Oct 7
- Expects about 100% revenue growth next year and continued demand for custom AI chips.Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon · Monetary Matters with Jack Farley · Oct 8
Bearish 1
Mixed 4
- Guidance disappointed some, but custom chip demand still seen as strong.NVIDIA VS. MICRON, META MUSE: GAME CHANGER?, MIDTERM TRADES, & IS A MARKET CRASH COMING? · Market Mondays · Oct 6
- Strong chip growth but raising debt to lend to Anthropic creates financing concerns.Did Google just revive the nuclear trade? · Wall Street Unplugged - What's Really Moving These Markets · Oct 7
- Committing up to $42B to Anthropic raises competitive stakes and financing risk.Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook · The Circuit · Oct 5
- In talks on financing deals tied to OpenAI's custom chips.SpaceX Seeks $40B in Nvidia Chip Debt, OpenAI Safety Lead Quits Calling Culture Broken, AI Watermarks Fall Apart After 25% Word Swap + 7 More · The AI Edition · Oct 8
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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