Broadcom Inc. has corrected nearly 20% post-Q2 earnings, presenting an attractive entry point after a valuation reset. Q2 results were robust: Semiconductor Solutions revenue up 79% YoY, AI semis revenue up 143% YoY, and FCF margin at 46%. Stock weakness was driven by guidance not exceeding already lofty expectations, despite management reiterating the >$100B FY2027 AI revenue target.