$AVGO: The Hidden AI Giant in Trump's Portfolio
President Trump pumps $Dell Technologies Inc.(DELL)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ everyday.
He owns up to $25M of this AI company and never once talked about it.
No one knows what this stock is except me:
President Trump invested millions in this company, but has never mentioned it: $Broadcom(AVGO)$
His financial disclosure shows Broadcom held across multiple accounts, with one position sitting in the $5,000,001–$25,000,000 bracket.
That's larger than his disclosed $Palantir Technologies Inc.(PLTR)$ or $Oracle(ORCL)$ stakes the two AI names he actually talks about in public.
He's never said the word "Broadcom" once.
Here's why that's wild Broadcom is arguably the #2 AI chip company on the planet behind NVDA, and almost nobody in his base knows it:
It doesn't sell off-the-shelf GPUs. It co-designs custom AI chips (XPUs) for the biggest hyperscalers on earth.
Named custom-silicon customers: $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ , OpenAI, Anthropic, ByteDance, and Fujitsu plus 2 unnamed.
Q2 FY26 AI revenue: $10.8B, up 143% YoY. Total revenue $22.2B, up 48%.
Management's target: ~$56B AI revenue in FY26 → $100B AI chip revenue by 2027.
Q3 guide: AI semis to grow 200%+ to ~$16B.
Recent catalysts stacking up:
June 2026 unveiled "Jalapeño," OpenAI's first custom chip, built with Broadcom.
July 2026 expanded custom silicon deal with Apple.
Hit a $2T market cap in April 2026 (6th company ever), now ~$1.7T after a ~22% pullback from its $495 high.
Remember, Trump has told everyone to buy these stocks here:
$ServiceNow(NOW)$ at $85
$Dell Technologies Inc.(DELL)$ at $235
$Micron Technology(MU)$ at $320
$IBM(IBM)$ at $220
$Intel(INTC)$ at $20
$Palantir Technologies Inc.(PLTR)$ at $130
But, he has never mentioned anything about AVGO.
The best area to buy AVGO is here ⬇️
Under $330 would be so ideal to get AVGO between $290-$330.
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