Broadcom's Importance to Your Portfolio, How Long Does the Iran War Last, and Berkshire Resumes Stock Buybacks

Rigatoni Capital Podcast · Mar 5, 2026 · 24m

Three stories every long-term investor should be paying attention to today.

First, Broadcom. Most people who own index funds like QQQ or the S&P 500 have meaningful exposure to AVGO without ever realizing it. We walk through why Broadcom matters, what the company actually does, and why understanding your largest index holdings is a core part of being an informed investor. AVGO just reported record Q1 fiscal 2026 results with revenue of $19.3 billion, up 29% year over year, and AI semiconductor revenue growing 106% — so if you own an index fund, this earnings report affects you whether you…