Company
Broadcom
- Episodes
- 10
- Share
- 1.0%
- Shows
- 10
- Net sentiment
- 0.00
Down from 1.0% of episodes in the weeks before; net sentiment was 0.00.
Bullish 2Mixed 5Neutral 1Bearish 2
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Broadcom. Longest episodes first.
Bullish 2
- Building a Singapore substrate plant with Topco to secure advanced chip packaging supply.Is Singapore now a key link in AI supply chain? · Tech Latest · Oct 12
- Also expanding industrial divisions targeting the robotics vertical with dedicated products.The Silicon Shortage That Stalled Robot Production · The Robotics Podcast with Fexingo: Autonomous Systems, Industrial Robots, and Hardware · Oct 12
Bearish 2
- Its $42 billion loan to Anthropic creates exposure if the customer's growth stalls.CoreWeave Bond Yields EXPLODE, Anthropic Numbers DISAPPOINT, Fed Hikes Again? | Basis Points · Basis Points · Oct 17
- Its CEO's casino comparison of AI investing sparked chip-stock volatility.UBS On-Air: Paul Donovan Daily Audio 'A dangerous game?' · UBS On-Air: Market Moves · Oct 13
Mixed 5
- Shares fell on cautious CEO comments, yet forecast revenue growth looks cheap if met.The Market Is Splitting in Two—and AI Is Driving the Divide · Know Your Risk Podcast · Oct 13
- Seeking large capital raise tied to AI chip deals with Anthropic and OpenAI.10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26 · Squawk on the Street · Oct 15
- Mentioned as a company exposed to the AI capex cycle and its digestion risk.ASML raises sales outlook amid surging demand · Squawk Box Europe Express · Oct 14
- Provides residual value guarantees on senior tranches, cushioning lender losses.Chamath Palihapitiya: The AI Private Credit Bubble Explained · Deep Values · Oct 15
- Its CEO said capital will constrain the AI trend, central to the bubble and financing argument.Paul Tudor Jones Just Issued a Terrifying Warning for 2027 · Eurodollar University · Oct 14
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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