Added to YB: 2025-11-28
Pitch date: 2025-11-26
AVGO [bullish]
Broadcom Inc.
-9.87%
current return
Author Info
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Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.
Market Cap
$2.0T
Pitch Price
$399.35
Price Target
N/A
Dividend
0.57%
EV/EBITDA
60.85
P/E
106.08
EV/Sales
33.44
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Google is breaking Nvidia's AI dominance: Broadcom is the big winner of the Age of Inference
AVGO: At center of AI inference shift as hyperscalers build custom ASICs vs Nvidia GPUs to cut costs. Dominates AI ASICs & networking in $3-4tn data center buildout. Elite financials, margins, cashflow with rapid growth ahead. CEO's proven execution in semis now incentivized for AI revenue growth.
Read full article (2 min)