CEO Hock Tan added fuel by saying fiscal 2026 AI revenue will be “significantly” higher than expected, thanks to a new customer with major orders. That’s big news in a space long dominated by Nvidia $NVIDIA Corp(NVDA)$ , and the stock popped nearly 6% after-hours.
I’m bullish here — Broadcom’s mix of networking gear, custom AI chips, and software makes it a balanced AI play. With Tan staying as CEO until at least 2030, the leadership stability gives me confidence. For me, Broadcom is more than an earnings trade — it’s a long-term conviction in AI infrastructure. 🚀
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Merle Ted·2025-09-05TOPI wish nvda could perform like avgo. It's way too manipulated to do so.1Report
- Mortimer Arthur·2025-09-05TOPThis is the early stage of the AI revolution, very long runway ahead.1Report
- AbnerKeppel·2025-09-05Great insight1Report