By Alex Sirois
Publication Date: 2026-10-06 16:45:00
Circular financing fears just sent Broadcom shares sliding, but one investor sees the selloff as a gift. Here is why the very risk spooking the market is the same reason he keeps adding to his position.
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I keep adding to my Broadcom (NASDAQ:AVGO | AVGO Price Prediction) position, and the growing worry about circular financing with Anthropic just gave me another chance to do it. Every quarter I look for a reason to stop. Every quarter this company gives me a new reason to keep going.
Why I Keep Coming Back
Broadcom co-designs custom AI chips with the few companies building frontier models, then sells them the networking that ties those chips together. That model locks in relationships that run across several chip generations. Management described a long-term Google agreement that could involve “multi-tens of billions of dollars of TPUs…
