Buy AVGO by Mar 19, 2026.

I have a few shares of AMD, but the recent dip in Broadcom seems attractive. But both have relatively high P/E ratios. Broadcom’s debt is far larger than AMD's. AMD's goal is to gain market share from Nvidia. But Google's TPU performance shows that big techs can rely on their own custom chips rather than buying from Nvidia or AMD. Therefore, I am guessing big techs will use more and more of their own custom chips in future. Considering those …