Hightower’s Link Buying Netflix, Target, Broadcom Ahead of Nvidia Conference

Core Viewpoint - The market is currently focused on geopolitical headlines, but investment opportunities are being identified in companies like Netflix, Target, and Broadcom ahead of a significant Nvidia event that is expected to positively influence AI sentiment [2][3]. Company Summaries - Nvidia: CEO Jensen Huang is anticipated to emphasize agentic AI and Blackwell chips during the GTC keynote, with prediction markets indicating a high probability of these topics being discussed [4]. This event is expected to create a favorable environment for AI infrastructure companies [8]. - Broadcom: The company reported Q1 FY2026 AI revenue of $8.4 billion, reflecting a 106% year-over-year increase, and has guided Q2 AI semiconductor revenue to $10.7 billion. Broadcom aims to exceed $100 billion in AI sales by 2027 [7][8]. The stock is currently down about 7% year-to-date, presenting a buying opportunity [7]. - Netflix: The company doubled its ad revenue in 2025 to over $1.5 billion and expects it to roughly double again in 2026, with revenue guidance for 2026 set between $50.7 billion and $51.7 billion [8]. - Target: The company exceeded Q4 adjusted EPS expectations with a reported $2.44 compared to a consensus of $2.16, and it reported positive sales growth in February, indicating a potential undervaluation in the current market [8].