Broadcom (AVGO) Powers the AI Boom — Bullish despite the Pullback

Broadcom (AVGO) is a critical but underappreciated force behind the artificial intelligence (AI) buildout, powering key layers of the infrastructure stack. While the stock has fallen more than 24% from its December 2025 highs, it is still up more than 62% over the past 12 months. Moreover, the company’s role across custom AI silicon, high-speed networking, and infrastructure software continues to deepen as hyperscalers expand. I remain bullish as Broadcom’s role in the AI boom looks more durable and divers ...