EPISODE · Jun 6, 2026 · 32 MIN
Emergency Podcast: I Bought Broadcom Stock
from Rigatoni Capital Podcast · host Colin Santucci
The Nasdaq had one of its worst weeks in over a year, semiconductors sold off hard, and I came on over the weekend to tell you exactly what I did and why. On Thursday I bought Broadcom at $409 a share, and then the dip kept dipping. The stock is now trading around $385 and I am down about 6%. I walk through my full thought process on why I bought it, why I think the selloff was overdone, and why the Google MediaTek headline that spooked the market was not new information to anyone following the story closely. I also share my honest take on the behavioral finance side of this, because five years ago being down 6% on a new position would have eaten at me psychologically. It does not anymore. I also cover the broader Nasdaq selloff, whether this is the beginning of a rotation into financials, and close with a great clip on why buy and hold almost always beats trying to find the next best thing.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Broadcom #AVGO #Semiconductors #SMH #BuyTheDip #Financials #XLF #Palantir #PLTR #NVDA #BehavioralFinance #stockanalysis #marketwatch #RigatoniCapital$AVGO $NVDA $BTC $QQQ $SMH $XLF
What this episode covers
The Nasdaq had one of its worst weeks in over a year, semiconductors sold off hard, and I came on over the weekend to tell you exactly what I did and why. On Thursday I bought Broadcom at $409 a share, and then the dip kept dipping. The stock is now trading around $385 and I am down about 6%. I walk through my full thought process on why I bought it, why I think the selloff was overdone, and why the Google MediaTek headline that spooked the market was not new information to anyone following the story closely. I also share my honest take on the behavioral finance side of this, because five years ago being down 6% on a new position would have eaten at me psychologically. It does not anymore. I also cover the broader Nasdaq selloff, whether this is the beginning of a rotation into financials, and close with a great clip on why buy and hold almost always beats trying to find the next best thing.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Broadcom #AVGO #Semiconductors #SMH #BuyTheDip #Financials #XLF #Palantir #PLTR #NVDA #BehavioralFinance #stockanalysis #marketwatch #RigatoniCapital$AVGO $NVDA $BTC $QQQ $SMH $XLF
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Emergency Podcast: I Bought Broadcom Stock
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