$Broadcom(AVGO)$ Once the geopolitical situation settles down, money should rotate back into tech. Then a solid earnings call could follow. This still looks cheap to me. I don't care if there's some seller financing involved with Anthropic, an order is an order. Build the order book and it'll all get shipped. Timing might slide a bit, but it'll ship. $385 by year end 2026 and $500 by year end 2027.
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