To The Moon

Broadcom Inc. (AVGO) is quietly emerging as the unsung hero of the AI revolution, poised for a stellar ascent that could outshine its flashier peers. Trading at $369.57 after a 13% weekly surge, this semiconductor and software titan boasts a $1.7 trillion market cap and a year-to-date gain exceeding 100%. Unlike the spotlight-stealing GPU giants, Broadcom’s unique edge lies in its custom AI chips and networking solutions, making it the backbone of tomorrow’s data-driven world. Here’s why this stock deserves a bullish spotlight.

The recent 22% revenue jump to $15.95 billion in fiscal Q3 2025, driven by a jaw-dropping $4 billion in AI semiconductor sales (up 200% year-over-year), underscores Broadcom’s meteoric rise. [19] The crown jewel? A rumored $10 billion custom chip order from a major hyperscaler like Google, cementing its role in powering next-gen AI infrastructure. [23] This isn’t just hype—it’s a testament to Broadcom’s ability to deliver where others merely promise, blending its 60-year legacy with cutting-edge innovation.

What sets Broadcom apart is its dual-engine growth: semiconductors (76% of revenue) and the VMware-acquired software suite, which grew 47% YoY. [0] With profit margins at 29.6% and free cash flow of $18.5 billion, the company fuels dividends (up 15 years running at $0.59/share) and buybacks, offering stability amid AI volatility. [1] Analysts peg EPS at $6.71 for FY2025, with 20-25% revenue growth projected, driven by an insatiable demand for AI data center solutions. [2]

Technically, AVGO’s chart sings a bullish tune. Breaking above $350 with 40 million shares traded, the stock rides a “golden cross” above its 50-day ($303) and 200-day ($240) moving averages. [14] Though RSI at 72-75 signals overbought conditions, this reflects strength, not exhaustion, in an AI-fueled bull market. Support at $340 and a target of $400 loom large if momentum holds. [11]

Broadcom’s uniqueness lies in its under-the-radar dominance. While Nvidia grabs headlines, Broadcom’s custom ASICs and networking chips are the unsung enablers of AI scalability, free from the hype cycles that plague consumer-focused tech. Yes, debt and competition pose risks, but its hyperscaler partnerships and software moat mitigate these concerns.

For investors, this is a buy-on-dip opportunity. Enter at $340-$350, targeting $450 by 2027 as EPS climbs to $11.68. [5] Broadcom isn’t just riding the AI wave—it’s building the engine. Seize this hidden gem before it shines too bright. (Not financial advice—consult a professional.)