$Broadcom(AVGO)$ If you step b

$Broadcom(AVGO)$ If you step back and look at the setup here, it starts to make a lot of sense.

Back in 2025, Berkshire was comfortable with Google in the high 20s P/E range. Now, Meta's trailing P/E is around 22.8, with a forward P/E around 17.9 and a PEG under 1. That's not expensive for a company with a dominant moat.

Then Broadcom looks even more interesting on forward numbers, dropping to around 22 P/E with a PEG around 0.41 after growth expectations reset. That's a big shift in how the market is pricing it.

When you line this up with how Berkshire tends to think about durable tech leaders, both names start to screen a lot more attractive than people think. Feels like the kind of valuation window that doesn't stay open forever if sentiment flips.

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