Broadcom is extremely undervalued and two things just happened today that make the case impossible to ignore (Save this)…
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-03
Milk Road AI makes a bullish investment case for Broadcom, citing Google's $85 billion AI infrastructure commitment announced by Sundar Pichai and Broadcom's imminent earnings report as dual catalysts.
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Extraction
Topics: broadcomai-infrastructuresemiconductor-stocksgoogle-investment
Claims
- Broadcom is currently undervalued according to the author.
- Google raised $85 billion to invest in AI infrastructure that Broadcom supplies.
- Sundar Pichai made the Google investment announcement on the same day as Broadcom's scheduled earnings report.
Key quotes
Broadcom is extremely undervalued and two things just happened today that make the case impossible to ignore.
Google just raised $85 billion to pour directly into the infrastructure Broadcom builds.