Broadcom: AI SAM Just Bumped Up To $110B-$140B (NASDAQ:AVGO)

Up until Monday morning, the entire market assumed that when Broadcom Inc. (NASDAQ: AVGO ) announced on the Q3 '25 earnings call , “We now have the benefit of an additional fourth significant customer...fourth andAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in AVGO over the next 72 hours. I wrote this article ...