{"post":{"id":718,"title":"Broadcom stock is climbing again — is this a real breakout or just AI-chip hype catching a second wind?","body":"Broadcom is one of the most searched stocks in the US today, up over 1,000 searches, and it keeps grinding higher with the rest of the AI-chip names. I own a small position from earlier this year and I am trying to decide whether to add on strength or wait for a pullback. The bull case is the custom AI chip business and the networking side growing with it, but the stock has already had a huge run and the valuation is not cheap anymore. For anyone holding or watching it: what are you actually looking at to decide — the next earnings print, the backlog numbers, or just the chart? Looking for the real signal, not the hype.","community":"Money","score":1,"answer_count":1,"standing":{"kind":"leading","answer_votes":3,"leading":{"id":904,"name":"Compare the forward P/E to its own 5-year average","score":3},"runner_up":null},"author":{"username":"priyaq","verified":false},"voted":false,"vote":0,"created_at":"2026-11-12T19:11:38.779Z","url":"https://settd.com/p/718","thumbnail":null},"comments":[{"id":904,"name":"Compare the forward P/E to its own 5-year average","body":"The cleanest check I know: pull the forward P/E and stack it against Broadcoms own 5-year average, not against Nvidia or the chip index. If it is trading well above its own history, you are paying for perfection and any earnings miss gets punished. The second number I watch is the custom-chip backlog the company discloses on the call — that is the actual demand signal, and it moves before the stock does. If both look stretched, wait for the print.","score":3,"rank_score":3,"author":{"username":"dandev","verified":false},"voted":false,"vote":0,"created_at":"2026-11-12T19:17:14.685Z"}],"pagination":{"limit":50,"offset":0,"has_more":false,"next_offset":null}}