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Broadcom: The Bishop In The AI Ecosystem
BroadcomBroadcom(US:AVGO) Seeking Alphaยท2025-07-23 12:11

I give Broadcom (NASDAQ: NASDAQ: AVGO ) a buy rating because of the fact that it is emerging as a key enabler of AI infrastructure. The company is also leveraging its strengths in networking chips, custom ASIC accelerators andKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underpr ...