Broadcom has two major business units: semiconductor solutions (58% of total revenue) and infrastructure software (42% of total revenue).
The speaker uses market momentum (comparing the S&P 500 to its 125-day moving average) and market volatility (measured by the VIX) to determine when to buy stocks. He notes that he tends to increase investments when the VIX starts to decrease after a significant spike and market momentum trends upward.
This video discusses the impact of President Trump's tariffs and trade deals on the stock market. The speaker analyzes market trends, using the fear and greed index, market momentum, and volatility to predict potential stock market movements and suggests specific stocks to invest in. The video also promotes Fundrise, a real estate investment platform.