I am not saying $Broadcom(AVGO.US) is under-valued, but actually very surprised it's not at 500 already, same with $Marvell Tech(MRVL.US) and 200. Especially if you consider how well $VanEck Semiconductor ETF(SMH.US) names are going like $AMD(AMD.US), $Taiwan Semiconductor(TSM.US), $ASML(ASML.US), $Flex(FLEX.US), $Formfactor(FORM.US), $Lam Research(LRCX.US), etc etc. AVGO & Marvel are super ready for next leg up.
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