Business with Brian on Broadcom (AVGO): the quotes, dated.
6 dated quotes about Broadcom stock (AVGO), selected from all 57 Business with Brian 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 Business with Brian’s videos through .
- AVGO close, 2026-10-28
- $351.81
- Price since the first forecast, Apr 17, 2026
- -13.5%
- S&P 500 (SPY), same period
- +8.8%
- vs the S&P 500
- -22.3 pp
- Latest stance, Oct 25, 2026
- Risk acknowledged
- Mentions found
- 71 in 18 of 57 videos
The short version
In December 2025 Business with Brian listed Broadcom among the holdings giving their portfolio about 27% overlap with Pelosi's. In February 2026 they named Broadcom, with Nvidia and AMD, among high-conviction semiconductor holdings making up the bulk of their weight. In April 2026 they called Broadcom and Marvell the conviction positions in a 40% silicon-stack layer. In July 2026 they argued Broadcom's roughly 60 times earnings reflected VMware accounting, citing a PEG of about 0.5 on next year's earnings.
Summary of the quotes on this page. Updated .
What Business with Brian said last · Oct 25, 2026
Risk acknowledged
“Unfortunately, Broadcom's customers can't always pay upfront, and its CEO said capital might be the biggest constraint.”
Bullish call · Price fell
The price fell since the first bullish quote.
AVGO from to . Price movement, not the creator’s realized return.
Price up since 2 of 6 quotes · Stock ahead of SPY: 1 of 6
Leaderboard result: Lagged the market (6 months, → ). Scored from the first close after the video, . How it is scored
Business with Brian’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
So, even though Broadcom looks expensive at around 60 times earnings, that is the VMware accounting hiding the real number. Because on next year's earnings, it trades closer to…
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 · 2025-09-23 → 2026-10-28 · 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 |
| 2026-10-28 | $352 |
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 · 2025-09-23 → 2026-10-28 · 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 |
| 2026-10-28 | $352 |
What Business with Brian said, when
- 1
— Disclosed holding
10:38 “In terms of overlap, the bulk of my portfolio aligns the most with Pelosi, about 27% through Nvidia, Google, Broadcom, Microsoft, and Crowdstrike.”
Comparing their own portfolio with backtested billionaire and politician portfolios.
- 2
— Disclosed holding
7:27 “These are companies that I have extreme high conviction in and they make up the bulk of my weight. Semiconductors are my primary engine. Nvidia, Broadcom, AMD.”
Breaking down the core of their own portfolio.
- 3
— Named as a pick
14:34 “I'd be placing another 40% here with Marvell and Broadcom as the conviction positions inside of that group.”
Describing a layered allocation, with this layer being the silicon stack of Micron, Amkor, Broadcom and Marvell.
- 4
— Valuation view
8:57 “So, even though Broadcom looks expensive at around 60 times earnings, that is the VMware accounting hiding the real number. Because on next year's earnings, it trades closer to 20 four times with a PEG of about a 0.5.”
Explaining how the VMware deal affects Broadcom's margins and reported earnings.
- 5
— Named as a pick
10:42 “So on my signal ladder, Broadcom's price has now dropped into buy. And my investment system steps that down to just buy a little because two different ways that I value Broadcom come back with very different answers.”
Following a discussion of customer concentration and the financing tied to Anthropic's orders.
- 6
— Risk acknowledged
7:27 “Unfortunately, Broadcom's customers can't always pay upfront, and its CEO said capital might be the biggest constraint.”
Discussing Broadcom agreeing to back or lend large sums to one customer.
Other creators on AVGO
- Adam KhooDisclosed holding-0.1%
More from Business with Brian
Business with Brian has spoken on camera about their own AVGO position; the latest, : Weight. See it in the disclosed holdings →
- Amazon AMZNValuation view-3.0%
- Alphabet GOOGLValuation view+25.0%
- Micron MUValuation view+116.1%
- Microsoft MSFTValuation view+4.7%
- Nvidia NVDAValuation view+14.8%
- Meta METAValuation view-9.0%
How to read this
Quotes are short excerpts from Business with Brian'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 2026-10-28. 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: 57 of 57 videos published since 2025-09-10 covered; 71 Broadcom mentions found. Prices as of 2026-10-28.
Independent record — not affiliated with or endorsed by Business with Brian. Request a correction or removal