My top pick from this list is
$Broadcom(AVGO)$ . I have been accumulating Broadcom because it sits at the center of the AI infrastructure boom. While
$NVIDIA(NVDA)$ gets most of the attention, Broadcom benefits from custom AI chips, networking, and data center connectivity, making it a key “picks and shovels” play in the AI ecosystem.
What makes me bullish ahead of earnings is that AI demand keeps accelerating across hyperscalers. Broadcom’s custom ASIC business and networking solutions are becoming more critical as AI clusters scale. If management delivers another strong quarter and raises guidance, I think the stock can continue to re-rate higher.
Among the ex-dividend names, I still like AVGO the most. It combines AI-driven growth, solid earnings expansion, and a growing dividend. For me, it is both a long-term compounder and a core holding through different market cycles.
@Dividend_Earnings_Tracker @TigerStars @Tiger_comments @TigerClub
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments