To The Moon

Wow, looking at Broadcom's latest performance, I'm absolutely thrilled. Their shares climbing 4.7% to $350.48 on Monday, marking another record high, just underscores the rocket ship this company is on. It's risen in 10 of the past 11 sessions and jumped 18% this month alone— that's not just momentum; that's a clear signal of investor confidence. As someone who's been following semis closely, I can't help but feel validated in my long-term bullish stance on AVGO $Broadcom(AVGO)$  . Their latest earnings report blew past expectations, and the incoming forecast? Mind-blowing. Revenue guidance for the next quarter suggests even stronger growth, driven by AI demand and custom silicon deals. It's like they're printing money, and I'm here for it.

Is Broadcom the next NVIDIA $NVIDIA Corp(NVDA)$  ? In many ways, yes, I think so. NVIDIA has set the gold standard for AI chip dominance, but Broadcom is carving out its own empire with networking and custom ASICs that power the data centers where NVIDIA's GPUs live. Their VMware acquisition has supercharged software revenues, and now with AI accelerators ramping up, they're positioned to capture a massive slice of the trillion-dollar AI infrastructure pie. Unlike NVIDIA's more consumer-facing GPU focus, Broadcom's B2B strength means steadier, enterprise-level contracts. I'm amazed at how their earnings call highlighted 40%+ growth in AI-related sales— that's NVIDIA-level hype without the same volatility. If NVIDIA is the flashy superstar, Broadcom is the reliable powerhouse behind the scenes, and I see it following a similar explosive trajectory.

In light of this new stock high, would I buy Broadcom? Absolutely, without a second thought. At $350+, it might seem pricey, but when you factor in their forward P/E around 30x—cheaper than NVIDIA's—and that robust forecast of 20%+ revenue growth, it's a steal for a long-term hold. Their earnings showed EPS beating estimates by 10%, and management is guiding for even higher margins thanks to AI efficiencies. I'm not chasing short-term pumps; this is about owning a piece of the AI revolution. I've been adding to my position on dips, and with this momentum, I'd scoop up more shares today. The risk-reward here is skewed heavily positive.

NVIDIA's little recovery to $170 is a welcome sight after its recent decline, but I'm cautiously optimistic about whether this marks the end of the pullback. The stock dipped hard on profit-taking and broader market jitters, but fundamentals remain rock-solid with Blackwell chips on the horizon and hyperscaler demand unabated. That said, valuations are stretched, and any macro hiccups could prolong the consolidation. Still, if Broadcom's surge is any indicator, the sector's not done soaring—NVIDIA could bounce back stronger.

What amazes me most about Broadcom's latest earnings is the sheer scale of their AI pivot. They reported $12.5 billion in quarterly revenue, up 43% year-over-year, with AI semis alone contributing over $4 billion. That's not incremental; that's transformative. And the forecast? They're projecting $13.5 billion next quarter, implying acceleration. It's like they've cracked the code on supplying the plumbing for every AI supercluster out there. As a long-term investor, this reassures me that AVGO isn't just riding NVIDIA's coattails—it's co-driving the bus.

Diving deeper into the forecast, Broadcom's guidance highlights sustained double-digit growth through fiscal 2026, fueled by custom AI chips for giants like Google and Meta. Their serviceable addressable market in AI networking is exploding to $60-90 billion annually. I'm bullish because unlike pure-play GPU makers, Broadcom diversifies across wireless, broadband, and storage—AI is the cherry on top, not the whole sundae. This resilience makes me sleep easy at night, even in volatile markets.

All in all, my long-term bullishness on Broadcom is stronger than ever. Watching it eclipse NVIDIA in relative performance this month has me grinning—it's proof that the AI wave lifts all boats, but Broadcom's building the strongest ones. If you're on the fence, I'd say dive in; the earnings and forecast are your green light. Exciting times ahead for this space!

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

@TigerStars  @Tiger_comments