Broadcom’s Brilliant Strategy Keeps Me Buying, Especially Now

Quick Read

• Broadcom’s dual AI engines, consisting of custom ASICs and dominant networking chips, capture hyperscaler capital from both sides, creating utility-like lock-in over semiconductor cyclicality.

• AVGO trades at 21x forward earnings with a PEG of 0.44, offering a cheaper entry than NVDA while carrying a 15-year dividend growth streak.

• Hock Tan guides $56 billion in AI revenue this year and targets $100 billion by 2027, backed by gigawatt commitments from Meta, OpenAI, and Anthropic.

• 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 buying Broadcom. Every paycheck, every dip, every time the market hands me a chance under $400, my finger finds the buy button. This latest slide is doing it again.

Broadcom (NASDAQ:AVGO) closed at $392.99 last Friday, down 8.13%…