Broadcom Inc. (AVGO): Billionaire Ken Fisher’s Favorite Chip Stock

Group 1 - Broadcom Inc. is a significant position in Ken Fisher's 13F portfolio, comprising over 1.6% of the total portfolio, indicating its importance despite being a newer addition [1] - The company achieved a market capitalization of over $1 trillion by the end of 2024, joining an elite group of companies on the US stock market [1] - Broadcom's stock price surged due to the AI boom, with shares increasing from approximately 8 million to over 23 million by the end of 2024, although the position was later trimmed to around 14 million shares by the end of Q4 2025 [1] Group 2 - Broadcom projected AI chip revenue to exceed $100 billion by 2027, driven by accelerating AI demand [2] - The company guided for consolidated revenue of approximately $22 billion in Q2 2026, reflecting a 47% year-on-year increase [2] - Semiconductor revenue is expected to be around $14.8 billion, with AI semiconductor revenue projected at $10.7 billion, marking a year-on-year increase of roughly 140% [2] Group 3 - Broadcom designs, develops, and supplies a variety of semiconductor devices and infrastructure software solutions globally, including networking connectivity and custom silicon solutions [3]