Microsoft, Meta, Broadcom Stocks 25% Off — Buy Now
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- Microsoft is trading more than 25% below its all‑time high, a decline not seen since a 30% fall in late 2022, despite its AI platform leadership and no major macro event.
- Microsoft is positioned as a leading AI platform for building and running applications, which the author cites as a key reason the sell‑off creates a buying opportunity.
- Meta Platforms is down over 25% from its peak while allocating $115 billion‑$135 billion this year to AI‑related capital expenditures, a spend that equals its entire cash flow.
- Meta reported a 24% year‑over‑year revenue increase in Q4 and trades at roughly 19 times forward earnings, suggesting a valuation bargain according to the author.
- Broadcom has seen its stock fall more than 25% from its high‑water mark even as its AI semiconductor division posted $8.4 billion in Q1 FY2026 sales, implying a $34 billion annualized run rate.
- Broadcom CEO Hock Tan projects its custom AI chips could generate $100 billion in revenue by the end of 2027, reinforcing the author’s view that the stock is a “no‑brainer” buy.
Why it matters: Investors stand to gain by snapping up Microsoft, Meta and Broadcom at >25% discounts, locking in exposure to AI leadership and growth while the broader market continues to penalize the sector despite solid revenue gains and ambitious AI chip forecasts.
