Broadcom Stock: The Silent Winner In The AI Monetization Supercycle [Seeking Alpha]
Broadcom Inc. (AVGO)
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations:
investors.broadcom.com
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Source: Seeking Alpha
AVGO has been quite vocal about the industry's path to 1-million-plus accelerator clusters, frequently reiterating how its three hyperscalers and now four “each race towards 1 million XPU clusters." This year, AVGO stock has outperformed Nvidia's stock despite the two being about $200 billion apart in AI revenue with Broadcom at $20 billion in AI revenue for FY2025 ending. Sundry Photography/iStock Editorial via Getty Images When discussing the AI Monetization Supercycle, I would be remiss not to highlight Broadcom Inc. ( AVGO ). The AI accelerator market will inevitably widen beyond Nvidia's ( NVDA ) GPUs - the keyword is More on my IG service We offer tech sector coverage that combines fundamentals and technicals. After recommending a stock, we provide entries and exits. Our cumulative returns are 210% and a lead over institutional technology portfolios by as much as 219% since inception. We are the only retail team featured regularly in Tier 1 media, such as Fox, CNB
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AVGO
News
- Broadcom (AVGO): Reassessing Valuation After a Strong Multi-Year Run and Recent Pullback [Yahoo! Finance]Yahoo! Finance
- Down About 18% From Recent Highs, Is Broadcom Stock a Buy? [Yahoo! Finance]Yahoo! Finance
- Big Tech Stocks Look Downright Dangerous Here. How I'm Positioning Right Now. [Yahoo! Finance]Yahoo! Finance
- Why Flex (FLEX) Stock Is Down Today [Yahoo! Finance]Yahoo! Finance
- There are 2 kinds of market bubbles, and AI isn't either of them yet, portfolio manager at $35 billion fund says [Yahoo! Finance]Yahoo! Finance
AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 12/16/25 - Form 144
- 12/16/25 - Form 144
- 12/16/25 - Form 144
- AVGO's page on the SEC website