Broadcom (NASDAQ:AVGO) has an unusual problem: surging AI demand is creating both a massive growth opportunity and a new financial exposure. With shares well below their peak and analyst targets pointing higher, the biggest question is whether its Anthropic backstop is a manageable cost of securing orders or the beginning of a riskier pattern.

Stock prices used were the market prices of Nov. 5, 2026. The video was published on Nov. 12, 2026.

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