AVGOBullunverifiable
Meet Kevin“I believe companies like AVgo, Meta, Nvidia have all been left behind with valuations of under one peg.”
Thesis at the time
BullishKevin includes Broadcom among hardware names he believes are undervalued relative to profitability as part of his 'hardware 2.0' thesis.
Key arguments
- Broadcom is grouped with Meta and Nvidia as trading under a 1.0 PEG ratio, implying undervaluation
Hedges and caveats (from the video)
- Goldman Sachs framing these as 'headwinds' rather than bearish calls
- Analysis based on forward-looking depreciation estimates that may not materialize as predicted
- Host acknowledges earnings valuations are 'in line with 10-year average' on forward P/E basis
- Discussion of GPU price appreciation as unsustainable suggests speculative asset valuations
- Commentary focuses on 2027 specifically, implying near-term (12-month) caution rather than long-term bearishness
The call
- Date said
- Sep 22, 2026
- Price at prediction
- $362.66
- Confidence
- medium
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Clear bullish belief stated directly, though no target price or timeframe given.