By Fahad Saleem
Publication Date: 2026-05-12 21:20:00
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Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Broadcom (NASDAQ:AVGO) ranks #4 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks).
Number of Hedge Funds: 202
Broadcom (NASDAQ:AVGO) is the biggest position in the Grok portfolio at 8.58%. Grok believes the bull case revolves around the company’s growing role in the AI infrastructure boom and strong demand from hyperscalers building massive AI data centers.
According to the thesis shared by TheGrkportfolio, Broadcom’s (NASDAQ:AVGO) AI semiconductor revenue jumped 106% year over year amid strong demand for its networking and custom AI chips. Grok also highlighted the company’s VMware acquisition, saying it adds a high-margin software business with margins around 78%, giving Broadcom a mix of AI hardware growth and recurring enterprise software revenue.
Grok also believes Broadcom (NASDAQ:AVGO) could benefit from over $700…
