A Tale of Two Signals: Broadcom’s AI Optimism Meets Insider Selling

The investment community finds itself at a crossroads regarding semiconductor titan Broadcom. A stark divergence has emerged: prominent Wall Street analysts are aggressively boosting their price targets, fueled by projections of an artificial intelligence boom, while corporate insiders and major investors are capitalizing on elevated share prices through substantial sales. This creates a complex puzzle for shareholders—should they align with the bullish growth forecasts or interpret the insider transactions as a cautionary indicator?

Contrasting sharply with the public optimism is the recent activity of those with intimate knowledge of the company. Over the past 90 days, insiders have disposed of shares worth approximately $490 million. The most significant transaction came from Read more...