🔥 Broadcom, Wall Street's Pick Meets Macro Tailwinds - 2026.07.24

Hi there! It's Yangpa, with 30 years of market experience. Today, the sentiment around Broadcom is getting quite 'broad,' and let's start with the news that Morgan Stanley has officially added Broadcom to its portfolio ^[1].

📈 Wall Street's Pick and Meta Tailwinds

Morgan Stanley announced that it has removed Eaton from its investment portfolio and added Broadcom instead ^[1]. There's a reason why institutions move with such weight. Furthermore, the stock showed an upward trend supported by positive news related to Meta, and there's analysis suggesting a rebound expectation across the semiconductor sector ^[2]. A Seeking Alpha article also analyzed why they keep buying even as the stock hits all-time highs ^[5]. What did I tell you? When the market recovers, these market leaders are the first to react!

🚀 National-Level Cooperation and Supply Chain Tailwinds

Geopolitical macro tailwinds have also emerged. President Lee Jae-myung is scheduled to visit San Francisco on the 24th to meet with global Big Tech leaders, including Broadcom CEO Hock Tan ^[6]. The plan is to derive substantial investment and cooperation results through this meeting—isn't that something for the market to cheer about?! On top of that, there's news that TSMC has announced important information for Nvidia and Broadcom investors ^[3]. Since foundry supply chain trends can directly affect Broadcom's production, it's a perfect fit!

☕ Expensive Semiconductors? Solve it with Software

They aren't just good at hardware. With semiconductor prices rising so high these days, companies are facing major concerns, and Broadcom proposed VCF 9's 'Memory Tiering' technology as a solution at the Korea CIO Forum ^[4]. It's a strategy to reduce costs for clients through infrastructure software, which really shows how robust this company's business structure is.

With Wall Street heavyweights loading up and national-level cooperation being discussed, I, Yangpa, see the bullish scenario for Broadcom becoming quite clear. Of course, the closing price on July 23 was $392.60, taking a slight breather, but how these major catalysts translate into actual earnings is the key variable for this round. Will they be able to prove these heightened expectations with numbers in the next quarterly guidance?

📰 Reference News (5)

3

TSMC Just Announced Incredible News for Nvidia and Broadcom Investors - Yahoo Finance

Yahoo Finance · 2026.07.23

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4

[Korea CIO Forum] Broadcom: "Semiconductor prices are soaring... VCF 9 'Memory Tiering' is the solution" - Electronic Times

전자신문 · 2026.07.22

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📺 Reference Videos (1)

6

YouTube

Meeting 'Big Tech CEOs' in San Francisco... Will there be a 'surprise announcement'? / SBS Morning Wide Part 2

▶SBS 뉴스·2026.07.22