3″.Broadcom
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no extra.Jim Cramer Recommends Buying Broadcom After Its Sharp Drop – Here’s Why
Broadcom’s shares fell ~11% despite a strong Q4 earnings beat and raised full‑year guidance. Investors reacted to two concerns: CEO Hock Tan’s non‑committal view on customers designing their own chips, and CFO Kirsten Spears’ warning of lower gross margins as more third‑party components are shipped. Analysts argue these issues are overstated; Broadcom’s custom silicon serves major AI customers (Alphabet, Meta, TikTok, Anthropic) and its large AI‑enabled infrastructure market offers ample growth. With robust cash flow and a record $413 stock price, the dip may present a buying opportunity.
