Broadcom's been in the news a lot recently, benefitting from the AI trade that has sent the stock surging 193% over the past 2 years. But it's down 19% YTD in 2025, as its AI-trade peers NVDA, PLTR, AMZN, and TSLA, have all faded as well. Is Broadcom a solid growth story from a well positioned technology leader poised to ride the AI wave, or is its current valuation setting investors up for a massive wipeout as the U.S. economy cools? AI equity analysts Eric Haight and Jiho Hwaing give you the Long/Short of It for Broadcom here in the Hornet's Nest - and remember that part about weird AI humor that puts humanity on notice? That's definitely on display here in the bear case!
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