A $200B+ Samsung supply pact helps. The stock still trades below its peak. Let’s do the cheap test.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

July 25, 2026 Broadcom: Cheap, or Just Popular? A $200B+ supply pact forces a valuation reset. Sponsored First a note from Behind the Markets Dear Friend, It's not oil. It's not solar. Not wind. Not nuclear. It doesn't come from a mine, a well, or a foreign country. It runs 24 hours a day. Produces zero carbon. Needs no fuel, no batteries, and no sunlight. The International Energy Agency measured it at 140 times global electricity demand. So why haven't you heard of it? Because until last year, nobody could reach it. It sits three miles underground, locked behind solid rock. Then a crew near the Grand Canyon drilled through in 16 days. The Department of Energy said it should take 64. Google signed a 15-year contract the next quarter. Bill Gates invested $100 million. The Pentagon called it priority one. And on August 18th, Washington gives this energy source something it's never given solar or wind – a competitive advantage that runs through 2033. One company controls the technology. Sixty years of infrastructure. No competition in sight. See the energy source that eliminates the competition >> "The Buck Stops Here," Kelly Maguire Behind the Markets Featured Article Broadcom: Cheap, or Just Popular?     Why do markets misprice great businesses? Because investors don’t discount “the company.” They discount the next problem. And in AI semis, the next problem has not been demand. It’s been supply, packaging, and execution risk at scale. That’s why the Samsung Electronics and Broadcom headline on July 25, 2026 matters: the two companies signed a memorandum of understanding to expand collaboration across memory and foundry technologies, and Samsung said the collaboration is expected to be estimated at more than $200 billion across memory and foundry over the next five years through 2030. As bargain hunters, we’re not here to chase the headline. We’re here to ask a sharper question: is Broadcom (AVGO) still being discounted for risks that are shrinking, or is the stock already priced for a perfect AI future? What caused the discount? AVGO has not been “left for dead.” It’s a mega-cap leader. But even leaders get discounted when the market smells execution risk. In Broadcom’s case, investors have been forced to underwrite three big uncertainties at the same time: Supply chain certainty: AI accelerators are useless without high bandwidth memory and advanced packaging capacity that can actually be delivered on schedule. Customer concentration: Custom silicon is lucrative, but it often comes with a small number of giant customers. The market hates relying on a few wallets. Peak-cycle fears: When spending ramps fast, the market starts asking when it slows. Even if that slowdown is not visible yet, it gets priced. So when Samsung describes an estimated $200B+ collaboration through 2030, that is not just “more demand.” It is a signal that the supply side is being organized. And that’s the part the market has been nervous about. Sponsored Nasdaq Ticker Reserved They've reserved the NASDAQ ticker FASF. They just broke ground on their $850M flagship coal reformation facility in West Virginia. Frontieras is hitting massive milestones in very little time. This positions the company for potential valuation impact. Final weeks to become an early-stage shareholder. Join 12K+ people and invest in Frontieras at $9.01/share by 8/6. Disclosure: This is a paid advertisement for Frontieras's Regulation A offering. Please read the offering circular at invest.frontieras.com Business quality: would it be great if it were private? Read full article here → This content is for informational purposes only and should not be considered financial advice. Investing involves risk. The Cheap Investor is a publication of Investing Media Solutions, LLC. To view our full policies: Disclaimer | Privacy Policy | Terms & Conditions Update your email preferences or unsubscribe here © 2026 The Cheap Investor 203 N La Salle Suite 2100 Chicago , Illinois 60601, United States Powered by beehiiv Terms of Service