$Broadcom(AVGO)$ **Broadcom (AVGO)** stands out as a compelling investment due to its dominant position in the AI infrastructure boom and diversified high-margin businesses. The company has delivered explosive growth, with Q1 FY2026 revenue reaching a record **$19.3 billion** (+29% YoY) and AI semiconductor revenue hitting **$8.4 billion** (+106% YoY), driven by custom AI accelerators and AI networking solutions. Management guided Q2 revenue to ~$22 billion (+47% YoY), with AI momentum accelerating. A substantial AI order backlog (reported around $70B+) and partnerships with hyperscalers like Google, Meta, Anthropic, and OpenAI provide multi-year visibility. The 2023 VMware acquisition adds stability through high-margin, recurring infrastructure
$Micron Technology(MU)$ had been buying and selling a few rounds now. While holding the stock for long term, the strategy of buy the dip and sell the high works well! $Micron Technology(MU)$ is one of my star stocks for the year!