Investors watching the TAN stock price should note that average daily volume has risen 18% over the past month, hinting at growing market participation ahead of key earnings reports from top solar firms in the fund's portfolio. “I don’t think people focus on Broadcom enough. This is a $1.1 trillion company and no one cares. In Hock (Broadcom CEO), we trust. I care. The big position trust. And I think that people should recognize that this company has the brains of a lot of what’s in a data center. And people are just ignoring it and ignoring it and ignoring it and they shouldn’t. They’re coming out with a lot of new software. The margins are expanding and people just don’t understand that Hock Tan gets his man at all times.” Separately, speculation has resurfaced around a possible joint venture with Taiwan Semiconductor (TSM) to operate some of Intel's foundry facilities. From a valuation standpoint, TAN stock price implies a forward P/E ratio for its weighted holdings at 22.5, slightly above the renewable industry average, suggesting a growth premium investors are willing to pay.
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