Adam Khoo on Broadcom (AVGO): the quotes, dated.
6 dated quotes about Broadcom stock (AVGO), selected from all 34 Adam Khoo videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with AVGO’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said. Covers Adam Khoo’s videos through .
- AVGO close, 2026-10-23
- $321.68
- Price since the first quote, Dec 26, 2025
- -8.6%
- S&P 500 (SPY), same period
- +10.1%
- vs the S&P 500
- -18.7 pp
- Latest stance, Oct 14, 2026
- Disclosed holding
- Mentions found
- 14 in 6 of 34 videos
The short version
In December 2025 Adam Khoo listed Broadcom among high-quality companies they considered fairly priced. In January 2026 they rated it slightly undervalued, citing an intrinsic value of about 405 against a price of 352, and said earnings and cash flow had risen faster than the share price; they called it a company they felt safe buying, pointing to its predictability, profitability, growth and financial strength. In July 2026 they said Broadcom was among the AI capex stocks making up about 16% of their portfolio. In October 2026 they named it in their AI infrastructure bucket and said their plan was to stay invested, adding those holdings were not overvalued.
Summary of the quotes on this page. Updated .
What Adam Khoo said last · Oct 14, 2026
Disclosed holding
“In summary, what's my game plan for quarter four is to stay invested in my three buckets. Bucket number one, AI infrastructure like Nvidia, like Broadcom, like SOXX. And of course, the ones I own are not overvalued.”
No clear directional call
These quotes do not establish a clear bullish or bearish call.
AVGO from to . Price movement, not the creator’s realized return.
Price up since 0 of 6 quotes · Stock ahead of SPY: 0 of 6
Leaderboard result: Not scored (no clear directional call). How it is scored
Adam Khoo’s price target and valuation calls on AVGO
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
And some of them are fairly priced. Uh like Amazon, like Broadcom, for example, like Mastercard, uh like Lockheed Martin, and even Alphabet is fairly priced right now.
Valuation view
Broadcom right now is oh it's it's it's it's slightly undervalued despite going up a lot in the last few years because the earnings and the cash flow have gone up even more than…
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
AVGO · daily close, split-adjusted · 2025-09-18 → 2026-10-23 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $330 |
| 2025-10-31 | $370 |
| 2025-11-28 | $403 |
| 2025-12-31 | $346 |
| 2026-01-30 | $331 |
| 2026-02-27 | $320 |
| 2026-03-31 | $310 |
| 2026-04-30 | $417 |
| 2026-05-29 | $447 |
| 2026-06-30 | $378 |
| 2026-07-31 | $389 |
| 2026-08-31 | $370 |
| 2026-09-30 | $351 |
| 2026-10-23 | $322 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
AVGO · daily close, split-adjusted · 2025-09-18 → 2026-10-23 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $330 |
| 2025-10-31 | $370 |
| 2025-11-28 | $403 |
| 2025-12-31 | $346 |
| 2026-01-30 | $331 |
| 2026-02-27 | $320 |
| 2026-03-31 | $310 |
| 2026-04-30 | $417 |
| 2026-05-29 | $447 |
| 2026-06-30 | $378 |
| 2026-07-31 | $389 |
| 2026-08-31 | $370 |
| 2026-09-30 | $351 |
| 2026-10-23 | $322 |
What Adam Khoo said, when
- 1
— Valuation view
11:17 “And some of them are fairly priced. Uh like Amazon, like Broadcom, for example, like Mastercard, uh like Lockheed Martin, and even Alphabet is fairly priced right now.”
Reviewing which high-quality companies were undervalued or fairly priced heading into 2026.
- 2
— Valuation view
9:27 “Broadcom right now is oh it's it's it's it's slightly undervalued despite going up a lot in the last few years because the earnings and the cash flow have gone up even more than the share price. All right. So you can see intrinsic value about 405 stock price 352 slightly undervalued”
Checking whether semiconductor stocks had become too expensive after a strong multi-year run.
- 3
— Named as a pick
13:34 “If you look at Broadcom again same thing look at that predictability very high profitability very high growth very high mode very high financial strength very strong so these are the companies that I feel safe in buying the individual companies”
Comparing high-quality individual semiconductor companies with lower-quality ones.
- 4
— Disclosed holding
21:52 “So, about 16% of my portfolio are in stocks that are direct directly related to the AI capex build-out. These are stocks like ASML, for example, stocks like like Broadcom, for example.”
Describing how the portfolio was split across AI-related groups during a discussion of a possible AI bubble.
- 5
— Disclosed holding
11:40 “The first bucket are the stocks I own that are directly involved in building the AI infrastructure. These are stocks like Nvidia, ASML, Broadcom, as well as ETFs like SOXX and AIPO.”
Outlining the portfolio buckets in a fourth-quarter game plan; the speaker added that the holdings were undervalued or fairly priced.
- 6
— Disclosed holding
35:29 “In summary, what's my game plan for quarter four is to stay invested in my three buckets. Bucket number one, AI infrastructure like Nvidia, like Broadcom, like SOXX. And of course, the ones I own are not overvalued.”
Summarizing the fourth-quarter plan across three portfolio buckets.
More from Adam Khoo
All 13 companies →- ASML ASMLDisclosed holding+56.8%
- Alphabet GOOGLValuation view+2.1%
- Microsoft MSFTNot buying more+4.7%
- Nvidia NVDAValuation view+13.3%
- UnitedHealth UNHHold, bullish+5.7%
- Meta METADisclosed holding+15.4%
How to read this
Quotes are short excerpts from Adam Khoo's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is AVGO's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-23. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 34 of 34 videos published since 2025-09-10 covered; 14 Broadcom mentions found. Prices as of 2026-10-23.
Independent record — not affiliated with or endorsed by Adam Khoo. Request a correction or removal