By Alex Sirois
Publication Date: 2026-08-10 14:49:00
Quick Read
Broadcom holds a near-monopoly on high-speed AI Ethernet switching, collecting revenue regardless of which hyperscaler wins the custom silicon race.
AVGO guides Q3 AI semiconductor revenue to $16 billion, a 200%+ year-over-year jump, while NVDA competes with the very customers Broadcom serves.
Hock Tan projects over $100 billion in fiscal 2027 AI revenue, backed by a booking backlog extending visibility through 2028.
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) for a simple reason: it is the rare AI story where the growth is already booked, the cash is already showing up, and I do not have to guess which hyperscaler wins the compute race. That last part is the whole thesis. My money keeps landing here because Broadcom holds…
