🧅 Wall Street Legend Picks Broadcom! The Bell of Opportunity Rings! - 2026.07.17

Hello, fans! This is Reporter Onion, the macro bull and aggressive investor! 🧅

🔥 Rate Cut Expectations and Broadcom's Opportunity ☕

Can you hear the market applauding? As the macro environment eases recently, the bell of opportunity is ringing! Interest rates dropped? When rates go down, stock prices are supposed to go up—it's logic! Do dropped rates just go back up? I'm not joking! My 30 years of watching the market isn't for nothing.

Of course, some fans might have been surprised by Broadcom's recent stock price. On July 16, the price fell to 374 dollars (-5.03%), and it closed at 370 dollars (-0.95%) on the 17th. There was also news that the stock plummeted along with NXP Semiconductors ^[6]. Furthermore, while JPMorgan is issuing strongly positive opinions, news broke that the Chief Legal Officer sold about 20,000,000 dollars worth of stock right after the Apple partnership news ^[5]. The combination of insider selling and the price drop caused some market turbulence ^[7].

But hey, don't just look at the trees, look at the forest! What did I tell you? This kind of volatility could actually be the process of preparing for a bullish scenario!

🚀 Wall Street's Top AI Beneficiary Pick 📈

Wall Street is still keeping a hot eye on Broadcom. It's only natural for Wall Street's attention to be focused amidst the relentless growth of the semiconductor market ^[8]. Ahead of the 2nd quarter earnings release, Oppenheimer picked Broadcom as a must-watch semiconductor stock! ^[2].

Moreover, a legendary Wall Street expert also evaluated Broadcom as a core beneficiary of the AI industry, forecasting continuous growth in the custom AI chip and network chip businesses ^[1]. When discussing the winner of the 2026 AI chip market, isn't Broadcom the company being compared side-by-side with Nvidia? ^[9]

📈 Apple News and Infrastructure Expansion 🔥

The good news doesn't end here. Apple CEO Tim Cook's recent announcement is acting as very positive news for Broadcom shareholders ^[3]. The strong relationship with a major client continues to shine.

Additionally, there's great news that Broadcom has expanded its role to Platinum Membership in the Cloud Native Computing Foundation (CNCF) ^[4]. Broadcom has a firm grip on the cloud? If you catch a cloud, does your hand get wet? No, it gets covered in money! Haha! Perfect! This shows how solid their infrastructure software and cloud strategy is becoming.

There's no need to be happy or sad over every executive stock sale or short-term price fluctuation. Onion sees a clear long-term bullish scenario created by Broadcom's solid competitiveness in custom AI chips and the expansion of infrastructure software. Let's keep an eye on the energy Broadcom will release amidst the easing macro atmosphere!

📰 Reference News (8)

1

Broadcom Is a Core AI Winner, Says Wall Street Legend — Why He’s Spot On - Yahoo Finance

Yahoo Finance · 2026.07.16

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2

Nvidia, Broadcom, Marvell among Oppenheimer's top chip stocks heading into Q2 earnings (NVDA:NASDAQ) - Seeking Alpha

Seeking Alpha · 2026.07.16

📰 View original

6

NXP Semiconductors and Broadcom Shares Plummet, What You Need To Know - Yahoo Finance

Yahoo Finance · 2026.07.16

📰 View original

📺 Reference Videos (1)

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YouTube

Where to buy stocks now? Nvidia vs. Broadcom head-to-head comparison! Who will win the 2026 AI chip race? 2 AI semiconductor stocks for your retirement!

▶힐링여행자 ·2025.12.24