There is one main reason why AVGO is going to be the star of AI for years.
META and google worked with Broadcom for 3 years on custom chips so with that said, it would be EXTREMELY difficult to switch vendors in a situation as locked in like this.
Institutional investors know this and that is why the stock is going crazy lately.
IT is not too late because I absolutely expect the price to hit AT LEAST $500 and $600 down the road.
BROADCOM: I know you see it moving up and I have posted quite a bit about it
byu/Comfortable_Flow5156 instocks
Posted by Comfortable_Flow5156
2 Comments
Custom silicon lock in is the ultimate moat. Broadcom is the hidden king of hyperscale AI.
Nvda gets all the press and clout while Avgo is the silent assassin. I’m not selling my Avgo shares