Broadcom Stock: Why I'm Buying The DeepSeek Dip And You Should Too

Kumquat Research
13.27K Followers
(8min)

Summary

  • Broadcom stock sold off on Monday following DeepSeek's release.
  • While the model training market might be disrupted by this news, the inference market, where Broadcom excels, remains solid.
  • Following the sell-off, I think AVGO offers a favorable risk-reward profile for investors.

Erik Isakson

Broadcom (NASDAQ:AVGO) (NEOE:AVGO:CA) stock tanked on Monday following news that LLM DeepSeek, developed by a Chinese firm, can achieve performance comparable to OpenAI's recent o1 model despite being trained on lower-end GPU accelerators and for a

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About AVGO Stock

SymbolLast Price% Chg
AVGO
202.13-17.40%
Post207.012.41%
Created with Highcharts 11.2.0Jan 22Jan 23Jan 24Jan 27150200250
Market Cap
$1.15T
PE (FWD)
38.52
Yield
0.89%
Rev Growth (YoY)
43.99%
Short Interest
1.21%
Prev. Close
$244.70
Compare to Peers

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