Latest / Chip Stock Investor Podcast
Episode 67: Is Broadcom (AVGO) Stock A Buy Now?
Broadcom (AVGO) has finally closed its acquisition of VMware (VMW) after a year-and-a-half since it was originally announced in May 2022. The newly combined company is a juggernaut in computing infrastructure and software, and a unique stock. The new Broadcom is almost a fifty-fifty split between semiconductors and cloud and enterprise software. But is Broadcom stock really a buy now that it owns VMware? Chip Stock Investor breaks down the financials, and explains how Broadcom’s sprawling chip and cloud software business is organized and managed. Nick and Kasey also discuss an important…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.