$Broadcom(AVGO)$ Broadcom is on discount now, looks like a decent opportunity for new investors. The two biggest AI giants are getting ready to go public, and Broadcom is the secret engine co-designing and building the custom infrastructure chips for both of them. The growth ahead is staggering: Broadcom's AI semiconductor revenue is tracking to hit $115B in FY27, then doubling to $230B by FY28. CEO Hock Tan says demand is "simply hot" and compute needs are going to inflate even more. This isn't just a stock, it's the backbone of the entire AI revolution.
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