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Broadcom Inc. (AVGO $349.32)
- $349.32 P/E (TTM): 71.88X Cap: $1.65T
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Broadcom Inc. (AVGO $349.32)
- $349.32 P/E (TTM): 71.88X Cap: $1.65T
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Micron Technology Inc. (MU $276.27)
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NVIDIA Corporation (NVDA $189.21)
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Q: With the trillions of dollars being invested in the U.S. in 2026, what would be 5 companies that would benefit the most from that.
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Broadcom Inc. (AVGO $349.32)
- $349.32 P/E (TTM): 71.88X Cap: $1.65T
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Celestica Inc. (CLS $303.46)
- $303.46 P/E (TTM): 50.72X Cap: $34.94B
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Q: your choice for upside in this tech market today and why
Thanks Dave
Thanks Dave
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Amazon.com Inc. (AMZN $232.14)
- $232.14 P/E (TTM): 32.26X Cap: $2.48T
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Broadcom Inc. (AVGO $349.32)
- $349.32 P/E (TTM): 71.88X Cap: $1.65T
- View AVGO Profile
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Meta Platforms Inc. (META $664.94)
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Alphabet Inc. (GOOG $315.68)
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NVIDIA Corporation (NVDA $189.21)
- $189.21 P/E (TTM): 44.91X Cap: $4.59T
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Microsoft CDR (CAD Hedged) (MSFT $34.66)
- $34.66 P/E (TTM): 35.62X Cap: $4.95T
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Q: I am considering adding AVGO with its most recent price decline on what appeared to be a good Q. Would you concur that the sell off has been over done given there was little to complain about in the quarterly release. MSFT is my other add consideration, as it has corrected some, likely in sympathy with the AI fears. Of the 2 which would you consider more attractive for a 5 year hold? In the account I also hold NVDA, GOOGL, META, AMZN, and MU for tech names. Thank you.
John
John
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