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Broadcom Inc. (AVGO $349.60)
- $349.60 P/E (TTM): 74.13X Cap: $1.66T
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Broadcom Inc. (AVGO $349.60)
- $349.60 P/E (TTM): 74.13X Cap: $1.66T
- View AVGO Profile
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Micron Technology Inc. (MU $291.65)
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NVIDIA Corporation (NVDA $187.50)
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Celestica Inc. (CLS $418.90)
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Vertiv Holdings LLC Class A (VRT $165.89)
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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 $349.60)
- $349.60 P/E (TTM): 74.13X Cap: $1.66T
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Celestica Inc. (CLS $305.91)
- $305.91 P/E (TTM): 51.24X Cap: $35.55B
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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 $231.58)
- $231.58 P/E (TTM): 32.84X Cap: $2.48T
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Broadcom Inc. (AVGO $349.60)
- $349.60 P/E (TTM): 74.13X Cap: $1.66T
- View AVGO Profile
- View Questions on AVGO
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Meta Platforms Inc. (META $656.81)
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Alphabet Inc. (GOOG $313.39)
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NVIDIA Corporation (NVDA $187.50)
- $187.50 P/E (TTM): 47.28X Cap: $4.62T
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Microsoft CDR (CAD Hedged) (MSFT $34.58)
- $34.58 P/E (TTM): 35.76X 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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