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Broadcom Stock Is Down 14% But the AI Story Is Just Beginning

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated January 20, 2026

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Broadcom (NASDAQ: AVGO) just delivered massive earnings growth, yet the stock sold off hard. I break down why AI fear created a rare disconnect and how custom chips and software margins could drive the next leg higher.

Stock prices used were the market prices of Jan. 14, 2026. The video was published on Jan. 19, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.

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