Broadcom Wins If AI Wins So I Keep Buying

Quick Read

• Broadcom controls over 70% of high-end data center switching and co-designs custom chips for Google, Meta, and OpenAI, winning either way AI expands.

• Unlike NVDA, AVGO earns from both GPU clusters and custom accelerators, with Hock Tan guiding $56 billion in AI revenue for full-year 2026.

• Q2 FY2026 free cash flow hit $10.3 billion at 46% of revenue, backed by 15 straight years of dividend increases.

• It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)

I keep hitting the buy button on Broadcom (NASDAQ:AVGO) because I do not have to be right about which AI chip architecture wins. I only have to be right that AI itself keeps getting built. That is the trade I want in a retirement account, and the numbers keep confirming it.

Here is the shape of my…