Microsoft vs. Broadcom: One Has 85% Upside, But I’m Picking the Other

With an AI market that’s still this hot, I can’t really blame investors when they start pitting different companies against each other like some battleboarding forum. One of the most common matchups I’m seeing is between Microsoft (MSFT) and Broadcom (AVGO).

And you know what’s funny? 

While both companies have a seat at the top of the tech industry, they’re on different sides of the table. In fact, I’d go as far as to say that they’re on different tables altogether. 

But that does beg the question: Just how different are these two titans – and which one offers the better growth opportunity for investors moving forward? 

Let’s take a look. 

Microsoft vs. Broadcom: How Do Their AI Business Models Differ?

First, let’s see how these companies operate. 

Microsoft is a diversified tech company that makes its money on software, cloud infrastructure, and productivity tools. The company’s been around a while, and some of its early tech…