Broadcom Still Has Room To Appreciate


  • Broadcom is an excellent opportunity to ride the AI future outside of GPUs.
  • It is unique in its aggregation of firms – it has a high-value semiconductor business and a sticky SaaS business.
  • There is a tremendous amount of operating efficiency in their business.
  • Recurring, sustainable higher quality software revenues from the VMware acquisition.



Broadcom (NASDAQ:AVGO) was often overlooked as a commodity/cyclical player in the semiconductor industry for a long time under Nvidia’s (NVDA) and Advanced Micro Devices’ (AMD) shadows.

It was a huge opportunity when the stock was available in the 700’s

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AVGO, NVDA, AMD, GOOG, AMZN, AAPL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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