Analyst Says Broadcom (AVGO) Among the Best AI Semiconductor Stocks to Benefit from Bull Run Until 2030

Core Insights - Broadcom Inc (NASDAQ:AVGO) is identified as one of the top AI and non-tech stocks to watch during the latest earnings season [1] - The current bull market for AI semiconductor companies is expected to last for several more years, potentially until 2030, according to a semiconductor analyst at Bank of America [1][2] - The ongoing infrastructure cycles, such as 5G, are anticipated to last a decade or more, creating a favorable environment for companies like Broadcom [2] Company Analysis - Broadcom Inc is positioned well to benefit from the ongoing bull cycle in AI semiconductors, as it is considered one of the best stocks in this sector [2] - The investment strategy of Polen Focus Growth has recently included positions in both NVIDIA and Broadcom, indicating renewed confidence in these companies after a period of caution due to their cyclical business models [3] - Concerns regarding the cyclical nature of earnings growth have been a factor in the investment decisions related to Broadcom, highlighting the challenges in forecasting future performance [3]