AVGO vs NVIDIA? Why Broadcom’s Custom Chips Could Win Big

Описание: I’m breaking down one of the strangest reactions I’ve seen in a while. Broadcom just delivered strong earnings across the board, yet the stock dropped nearly 14%. In this video, I walk through exactly why that happened, what the market is really worried about, and whether this pullback has anything to do with Broadcom’s actual business. I will show you the numbers behind the selloff, the AI growth story Wall Street may be overlooking, and how Broadcom’s unique positioning could drive long-term value.

I will also dig into Broadcom’s AI semiconductor business, its massive hyperscaler backlog, and the underrated software segment that adds stability and margin strength. Most importantly, I will explain how fear around AI spending is shaping sentiment and whether investors are missing the bigger picture.

Here's what you'll learn
✅ Why Broadcom stock dropped despite beating earnings
✅ How AI chip demand could reshape Broadcom’s revenue mix
✅ The real risks investors need to watch closely
✅ Why custom XPUs may be a powerful alternative to GPUs
✅ Whether this pullback could be a long-term opportunity

Skip ahead:
0:00 - Intro
0:49 - Broadcom's overview
2:26 - Financials
5:35 - AVGO's price
6:03 - Growth catalysts
9:37 - Risks and red flags
11:33 - Verdict

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#Broadcom #AVGO #AIStocks #SemiconductorStocks #StockMarket #Investing #TechStocks #Earnings #AIInvesting #RickOrford

DISCLAIMER: Stock prices used were the market prices of Jan. 14, 2026. The video was published on Jan. 19, 2026. A portion of this video is sponsored by Seeking Alpha. Visit https://rickorford.com/sa for a 7-day free trial and a discount on your Seeking Alpha Premium annual membership. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary. This video is for educational purposes only and not financial advice. Always do your own research and consult with a financial advisor before making any investment decisions. All information and data on this YouTube Channel is solely for entertainment purposes. I'm not a financial advisor, nor licensed in any way to provide any financial advice. The information herein is based solely on my personal opinion and experience. All investments hold inherent risk, and the information provided on this YouTube Channel should not be interpreted as any kind of guidance, recommendation, offer, advice, or suggestion. Any ideas and strategies discussed on this channel should not be implemented without first considering your financial and personal circumstances or without consulting a financial professional.