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Circular financing fears just sent Broadcom shares sliding, but one investor sees the selloff as a gift. Here is why the very risk spooking the market is the same reason he keeps adding to his position.
Broadcom just agreed to lend billions to the same AI lab it sells chips to, lease equipment to, and may soon own a stake in. That four-way entanglement raises a question shareholders cannot yet answer: whose demand is actually driving Broadcom's explosive revenue growth?
Broadcom shares rose 3.7% Tuesday, closing at $375.81, after Marvell Technology unveiled aggressive long-term revenue targets at its Investor Day,…