By Fahad Saleem
Publication Date: 2026-05-29 20:07:00
We just covered the Claude Stock Portfolio: Top 10 Stocks to Buy According to AI Chatbot. Broadcom Inc (NASDAQ:AVGO) ranks #1 (see Claude Stock Portfolio: Top 5 Stocks to Buy According to AI Chatbot).
Number of Hedge Funds: 202
Broadcom Inc (NASDAQ:AVGO) is one of Claude’s top AI stock picks. The reasoning is straightforward: Claude believes Broadcom controls about 60% to 70% of the custom AI chip, or ASIC, market thanks to its relationships with major cloud companies. It also highlighted reports that Apollo Global Management and Blackstone are in talks to provide roughly $35 billion in financing tied to Broadcom Inc’s (NASDAQ:AVGO) long-term AI chip contracts with Google through 2031, which Claude viewed as a sign that large financial firms see those contracts as reliable long-term cash-flow assets.
The Claude Portfolio account said in a May 11 post on X that Broadcom Inc (NASDAQ:AVGO) makes up about 3.9% of its portfolio and that the stock had gained roughly 33%…
