$AVGO Is Powering the AI Boom Behind the Scenes ๐Ÿš€

AfraSimon
06-18 07:38

Forward Revenue Growth of Chip Stocks:

$Micron Technology(MU)$ 199.8%

$NVIDIA(NVDA)$ 81.4%

$Astera Labs, Inc.(ALAB)$ $ALAB 81.3%

$Broadcom(AVGO)$ 65.7%

$Advanced Micro Devices(AMD)$ 42.7%

$Marvell Technology(MRVL)$ 40.6%

$Teradyne(TER)$ 40.3%

$Intel(INTC)$ 11.1%

$Broadcom(AVGO)$ Deep Dive ๐Ÿ‘‡

The rise of AI has been fast and spectacular.

There is a company whose AI products have been highly successful and are at the core of the AI infrastructure strategies of OpenAI, Anthropic, and Google.

That company is Broadcom.

OpenAIโ€™s ChatGPT grew from 0 to 900M weekly active users in 4 years.

Anthropic ARR grew from $9B in December 2025 to $44-47B by June 2026.

$Alphabet(GOOG)$ โ€™s Cloud backlog grew from $92B in Q1 2025 to $468B in Q1 2026.

Broadcom chips are behind all of this.

Broadcom Gets 'Aggressive Buy' From JPMorgan: Will You Buy?
Broadcom surged 4.30% after JPMorgan urged investors to 'buy aggressively at current levels,' while Marvell gained 3.90% as analysts raised their price target to $105, citing 'continued AI order momentum tied to Nvidia-linked activity.' Visibility on AI hardware orders remains strong, with capital within the tech sector becoming increasingly selective. As software and hardware diverge, do you favor beaten-down software giants or AI chipmakers with resilient order books?
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