Can Strong AI Guidance Justify Broadcom's Valuation? (Earnings Preview) (NASDAQ:AVGO)

Broadcom Inc. ( AVGO ) has had one good year. The stock is up over 73% year to date, and has reached a new time high on Monday, a few days before earnings due this Thursday afterI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is ...