I added to my position in AVGO today, driven by its strong execution in next-generation networking chips. Broadcom has already moved its Tomahawk 6 family switch from samples to production in under three quarters—a remarkable pace that highlights its innovation at scale. Optimized for AI training and inference workloads, the series offers advanced load balancing, congestion management, and support for 100G/200G SerDes. This combination positions Broadcom to capture demand in high-performance data centers, making AVGO an attractive investment for exposure to AI-driven infrastructure growth. Strong execution and scalable innovation underpin this trade.
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