If I Could Only Buy and Hold a Single Stock, This Would Be It (Hint: Not Nvidia)

Investment Insights - Patience is crucial for long-term wealth building, as missing the best trading days significantly reduces returns [1] - Only a small percentage of stocks outperform Treasury bills, highlighting the importance of identifying high-quality stocks for long-term investment [2] Company Overview: Broadcom - Broadcom is positioned as a key player in the AI infrastructure, with shares increasing over 2,780% in the past decade and over 51% in 2025 [3] - The company has a record backlog of $110 billion, with at least half related to semiconductors, indicating strong demand in its custom silicon business [5] - AI semiconductor revenues surged 63% year-over-year to $5.2 billion, driven by demand from major hyperscaler clients [6] Strategic Collaborations - Broadcom has entered a multiyear collaboration with OpenAI to develop custom AI chips and networking systems, enhancing its role in AI cluster development [7] Networking Solutions - The company’s networking products, such as Tomahawk switches and Jericho Ethernet fabric routers, are essential for data centers, supporting both scale-up and scale-out networking [8] - The launch of Jericho4 in 2025 addresses the increasing bandwidth needs of expanding AI clusters [8] Financial Performance - Broadcom's improved revenue mix from higher software sales is leading to better margins, showcasing its financial strength [9]