By Alex Sirois
Publication Date: 2026-10-01 12:45:00
Every time I run the numbers on Broadcom, something keeps pulling me back to add more shares, and one specific scenario is the only thing that could make me stop.
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I added more Broadcom (NASDAQ:AVGO | AVGO Price Prediction) this month, and I already plan to add again after the next earnings report. Each time I go through the numbers, I find the same thing: a company that co-designs the chips the biggest AI builders depend on, turns that work into cash, and sends part of that cash back to me every quarter.
Why My Buy Button Stays Warm
Broadcom builds custom AI accelerators with a small group of frontier labs and links them with its Ethernet networking. These customers commit to roadmaps that run for years. On the fiscal Q3 call, management said Alphabet (NASDAQ:GOOGL) unit Google signed a long-term agreement for future TPU generations, and…
