Broadcom’s Time is Nearing as Neocloud Risk Jolts Nvidia

Quick Read

• Broadcom’s custom AI chips cost half of GPUs, with AI revenue up 221% and management projecting $230 billion by fiscal 2028.

• NVIDIA’s pursuit of neocloud loan insurance signals customer balance sheet risk, while Marvell trades at 62x forward P/E versus Broadcom’s roughly 11x.

• Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Broadcom didn’t make the cut. Enter your email to see the names that beat AVGO. The report is free. Enter your email and see if any of your stocks made the cut.

I bought more Broadcom (NASDAQ:AVGO) last week, and I expect to keep following the stock closely. Shares fell 9.07% in the week ending October 16 to $328.75. To me, that drop marked down the AI business I trust most, and I added.

Why My Money Follows Custom Silicon

My thesis rests on one fact: Broadcom…