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Mike
Let's talk about Broadcom. Broadcom is a company that is the 13th company to reach a trillion dollar valuation, I believe. Incredible in the history of the stock market. It was up 25, I think Friday running again today. 10 today. So talk about Broadcom. I know that's one of the companies actually Mike, can we put this screenshot up because we. I know you have put that in Eyo University app in September. Let's put this screenshot up to kind of explain. Okay, so talk about that because you talked about this company. So why. What. What's the. What's the. The vibe with Broadcom?
Troy
Yeah, we spoke about it a few times. Definitely in September. At the time I think they were about to report their third quarter earnings around the infrastructure of AI. We talked about Nvidia. We talk about tsm obviously from a manufacturing standpoint, but inside it, these chips need to run at a high efficiency and one of those high efficiency producers of equipment is Broadcom. And so if we've seen this happen, right. Like we talk about the ecosystem of AI, this is one of those links that is necessary. And so if Nvidia is rising and we saw what they did, and I don't know if great is good enough anymore for Nvidia earnings. Right. We see 87% growth and that's not great. We see it happening inside the space. This is the next one in line. They had a ridiculous quarter, I think $87 billion. It was just absolutely. They blew out their earnings. The guidance is until 2027. Right. We talk about companies in, in the stages of where like, hey, will they talk about next quarter's guidance or will they talk about next year's? They're talking about their guidance and their roadmap till 2027, which tells you that they are in firm belief of their growth potential. Obviously, we've been talking about it. We said put on your watch list. We obviously in an Eyl University at 170 and the return has been incredible. I think we got up to 300. There's a lot of people who make some calls on that. So shout out to everybody that made money. But this is the type of thing when we talk about the economy around a space, whether it be data centers or whether it be AI. Yes, it's cool to have the company that is leading the charge, which is Nvidia. And that's great. And most people like, well, I'll wait till Nvidia comes down or did I miss the boat on it maybe. Right. But there's things that have to work in order for Nvidia to continue to excel. Broadcom is one of those companies in that chain. It just made two too much sense. And this is why it's leading right now.
Eyo
And one thing that I do love about Broadcom, so when a sector takes off and like Nvidia is leading the race, look for the CEOs who are incredibly quiet and the teams that are quiet who are just executing like the stock is up with 123 bucks, 133 bucks in one year for that space. Home run numbers, home run executive management, they just keep their head down, focus, make the products better. You couldn't ask for a better return out of this company and better leadership out of this company, while a lot of other companies kind of fell to the wayside. So they've been incredibly focused and it's definitely paid off for them.
Troy
Yeah. And it they pay attention to the partnerships and who they're aligning with Right. So when Apple says that they're going to decide to try to create their own chip well who they partner with. Right. Procom is right there. Right. So you're talking a three trillion dollar company that says hey we're going to partner with this company that has high efficiency when it comes to semiconductors. These are the type of things you want to align with. When this future growth is is there and you can see the roadmap and the com. The company believes in it and you have max7 companies partnering with it. This is, these are all the signs you need to see. When we talk about catalysts inside of a a position. These are the catalysts.
Eyo
Meanwhile, intel is negative 25 over the same one year period. Babe boy who was writing on my YouTube where you at? I see you on the show about eight months, nine months. It's not coming back.
Troy
Intel. I mean even with the, the the US granted 8 billion has still just been trading I mean under $2021. I told people like look yes Broadcom is, is important in, in terms of hyper efficiency. Same reason why I talked about Micron and we saw Micron have a great, a great day anticipating having a great quarter when they report on Wednesday. They're in the memory sector. So there's, there's pockets inside of AI that we need to just make sure that we keep on our watch list and look at because there's potential growth that's sitting there. Right. It's trading under I think it was at 110 or 102 earlier this morning. It was at a high of 135 in in August. There's opportunities. We just got to make sure that we see them.
Mike
Yeah for sure. So and with that being said. So yeah you said showed the screenshot that was in ey university of the 170 call that was called in September. So I say that to say we are a few weeks away from the book launch of our first novel you deserve to be rich and it comes out January 15th.
Troy
14Th.
Mike
14Th.
Troy
Yep.
Mike
But what we did last month we did a 48 hour bonus. If you had the pre sale you got the stock option boot camp and we actually it was, it was a part two that was planned to this all along. So this is the last pre sale push that we'll be making. So we're doing another situation similar to this. So for the next 48 hours Troy and EY University after he did the stock option boot camp he actually it's like a 45 minute video where he actually went over how he looks at stocks from a charts perspective and how he actually uses artificial intelligence. We talked about this a few times on in Chicago and a few other places.
Eyo
Are you gonna give him that breakdown?
Troy
I mean, we gotta go back to that in. In that performance and I'll call it performance. There was a company that we talked about that was trading at 400 called for sure. That company is now trading at 475, $447. All from artificial intelligence, which gave me the plug to it. So I mean, it's there.
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People are driven by the search for better, but when it comes to hiring, the best way to search for a candidate isn't to search at all. Don't search Match with Indeed. The hiring process can be slow and overwhelming. Simplify hiring with Indeed. Indeed is your matching and hiring platform with over 350 million global monthly visitors, according to Indeed Data, and a matching engine that helps you find quality candidates fast. Ditch the busywork. Use Indeed for scheduling, screening and messaging so you can connect with candidates faster. Join more than 3.5 million businesses worldwide that use Indeed to hire great talent fast. Listeners of this show will get a $75 sponsored job credit to get your jobs more visibility at indeed.com p o d k a t z 13 that's indeed.com podkatz 13 terms and conditions apply. People are driven by the search for better, but when it comes to hiring, the best way to search for a candidate isn't to search at all. Don't search Match with Indeed. The hiring process can be slow and overwhelming. Simplify hiring with Indeed. Indeed is your matching and hiring platform with over 350 million global monthly visitors, according to Indeed Data, and a matching engine that helps you find quality candidates fast. Ditch the busywork. Use Indeed for scheduling, screening and messaging so you can connect with candidates faster. Join more than 3.5 million businesses worldwide that use Indeed to hire great talent fast. Listeners of this show will get a $75 sponsored job credit to get your jobs more visibility at indeed.com podk k a t z 13 that's indeed.com podkatz 13 terms and conditions apply.
Market Mondays: Broadcom's Trillion-Dollar Valuation Explained
Release Date: December 20, 2024
Host/Author: EYL Network
Overview
In this episode of Market Mondays, hosted by the EYL Network, stock market expert Ian Dunlap delves into the remarkable achievement of Broadcom reaching a trillion-dollar valuation. Alongside co-hosts Mike and Troy, they dissect the factors contributing to Broadcom's success, its role within the AI infrastructure ecosystem, and comparisons with other major tech companies. The discussion also touches upon upcoming initiatives from the EYL Network, including a book launch and a stock option boot camp.
1. Broadcom's Trillion-Dollar Milestone
The episode kicks off with a discussion about Broadcom becoming the 13th company to achieve a trillion-dollar valuation—a significant milestone in stock market history.
Mike highlights Broadcom's impressive stock performance:
"Broadcom is the 13th company to reach a trillion-dollar valuation... it was up 25, I think Friday running again today. 10 today." [02:44]
Troy provides context on Broadcom's strategic positioning within the AI infrastructure:
"Broadcom is one of those links that is necessary... if Nvidia is rising... Broadcom just made too much sense. And this is why it's leading right now." [02:44 - 05:09]
Key Points:
2. The AI Ecosystem and Broadcom's Role
Broadcom's ascent is closely tied to the broader AI ecosystem, particularly its relationships with other tech giants.
Troy discusses Broadcom's partnerships and their importance:
"When Apple says that they're going to create their own chip, who they partner with matters. Broadcom is right there." [05:09 - 05:42]
Eyo praises Broadcom's leadership and execution:
"You couldn't ask for a better return out of this company and better leadership out of this company... they've been incredibly focused and it's definitely paid off for them." [04:30 - 05:09]
Key Points:
3. Comparing Tech Giants: Nvidia, Intel, and Micron
The hosts compare Broadcom's performance and strategy with other leading tech companies, highlighting both strengths and challenges within the sector.
Troy contrasts Broadcom with Intel:
"Intel is negative 25 over the same one-year period... It's not coming back." [05:42 - 05:55]
Troy also mentions Micron's potential growth:
"Micron ... anticipating having a great quarter when they report on Wednesday. They're in the memory sector." [05:55 - 06:38]
Key Points:
4. Investment Strategies and Identifying Catalysts
The discussion emphasizes the importance of recognizing key catalysts and maintaining a strategic investment approach.
Troy highlights the significance of partnerships as investment catalysts:
"These are the signs you need to see. When we talk about catalysts inside of a position. These are the catalysts." [05:42 - 06:38]
Eyo underscores the value of focused management:
"Home run executive management, they just keep their head down, focus, make the products better." [04:30 - 05:09]
Key Points:
5. Upcoming EYL Network Initiatives
The hosts announce exciting upcoming projects and opportunities for their audience.
Mike announces the upcoming book launch:
"We are a few weeks away from the book launch of our first novel 'You Deserve to be Rich' and it comes out January 14th." [06:38 - 07:00]
Troy discusses the Stock Option Boot Camp and its success:
"Last month we did a 48-hour bonus... it was part two that was planned to this all along. This is the last pre-sale push that we'll be making." [07:00 - 07:45]
Eyo and Troy share success stories related to their investment strategies:
"A company we talked about was trading at 400 and is now trading at 475, $447, all from artificial intelligence." [07:45 - 08:07]
Key Points:
Conclusion
This episode of Market Mondays provides an in-depth analysis of Broadcom's remarkable achievement in the stock market, situating it within the larger context of the AI-driven tech sector. By examining strategic partnerships, leadership effectiveness, and comparing performance with other tech giants, Ian Dunlap and co-hosts offer valuable insights for investors. Additionally, the EYL Network’s upcoming projects promise further educational opportunities for those looking to enhance their investment strategies.
Notable Quotes:
For those interested in enhancing their investment knowledge and strategies, stay tuned for the EYL Network’s upcoming book launch and educational programs.