AVGO Broadcom Inc. Loading... : Bullish and Bearish Analyst Opinions
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10:01
Jul 18
Jul 18
Co-mentioned as developer of co-packaged optics to replace copper interconnects for AI chip clusters, with full deployment target ~2030.
MED
09:53
Jul 18
Jul 18
Author names AVGO, MRVL, and LITE as co-packaged optics beneficiaries, with optical interconnects replacing copper for AI cluster bandwidth — targeting full deployment by 2030.
MED
01:54
Jul 18
Jul 18
Author dismisses a hypothetical bearish chart for NVDA, AVGO, and TSM as unlikely due to strong fundamentals, but does not state a current position or forward call.
01:53
Jul 18
Jul 18
The author dismisses a hypothetical bearish chart for NVDA, AVGO, and TSM due to strong fundamentals, but suggests weaker zero-revenue stocks could face such a scenario.
LOW
18:12
Jul 17
Jul 17
S&P 500 earnings growth is an accounting illusion.
The S&P 500's expected 27% earnings growth is an accounting illusion. Hyperscalers are capitalizing massive AI infrastructure costs and hiding debt in SPVs, while semiconductor suppliers recognize immediate revenue. When the AI capex cycle slows, hyperscalers will face massive depreciation costs, dragging down index earnings and causing a severe correction in overvalued AI and semiconductor stocks.
HIGH
16:50
Jul 17
Jul 17
Buy AVGO as a chip design/hyperscaler infrastructure beneficiary of the same structural AI lock-in thesis — U.S. tech ecosystem will continue expanding AI capacity regardless of efficiency concerns.
MED
14:08
Jul 17
Jul 17
U.S. semiconductor stocks are heading for their worst week in over 15 months as the Philadelphia Semiconductor Index drops 12.5% on AI rally doubts after China's Moonshot unveiled a powerful open AI model.
10:10
Jul 16
Jul 16
Author expresses a favorable view on NVDA and AVGO for the future, indicating a bullish outlook on both semiconductor names.
00:10
Jul 16
Jul 16
Watch Broadcom as a partner in Apple's AI server chip development; the joint project is a potential revenue catalyst, though the M7 Ultra-based product timeline extends to 2029, limiting near-term impact.
MED
17:30
Jul 15
Jul 15
Semiconductor stocks led by Micron, AMD, Apple, Intel, Broadcom, Nvidia, and Sandisk have powered the S&P 500's recent gains with significant percentage contributions over the last six months.
11:00
Jul 15
Jul 15
The author notes these four stocks are attempting to support the broader market, but provides no personal position or forward-looking trade call.
LOW
23:38
Jul 14
Jul 14
Watch AVGO as both beneficiary of optical demand and subject to Taiwan concentration risk from AEHR read-through.
MED
23:38
Jul 14
Jul 14
Watch these beneficiaries of expanding hyperscaler custom-silicon programs; record burn-in orders signal durable multi-generation demand for design and production infrastructure.
MED
18:31
Jul 14
Jul 14
Named as a downstream customer of AEHR-tested silicon photonics chips in the AI switch silicon supply chain; no directional view stated.
LOW
17:51
Jul 14
Jul 14
The author is compiling a list of follower-requested stocks for future review without expressing any current positions or trade ideas.
LOW
14:07
Jul 14
Jul 14
A former Intel employee details the shift from pluggable transceivers and NPO to CPO as the long-term optical architecture, naming NVDA, AVGO, GOOGL, META, and INTC as key players.
23:29
Jul 13
Jul 13
Author discloses a current long position in AVGO as a long-term holding, while acknowledging near-term tech sector weakness may persist before a footing is found.
MED
19:20
Jul 13
Jul 13
Switch platform beneficiaries in CPO infrastructure; watch for continued demand from AI networking.
MED
00:45
Jul 13
Jul 13
Watch AVGO as it is named as a production partner for Meta's 'Iris' custom silicon entering mass production in September, supporting Meta's target to double compute to 14GW by 2027.
MED
16:59
Jul 12
Jul 12
Kobeissi Letter reports that Nvidia, Micron, Broadcom, and Applied Materials are projected to generate record free cash flow while Amazon, Alphabet, Meta, Microsoft, and Oracle face negative FCF due to massive AI capital expenditures.
11:00
Jul 12
Jul 12
Custom AI chip trend favors AVGO, MRVL, TSMC.
Big tech's shift to in-house AI chips (custom ASICs) for inference cost savings and supply diversification directly benefits ASIC design leaders Broadcom and Marvell, which control 95% of the market, and also benefits TSMC as the common manufacturing bottleneck. New entrants like MediaTek and Qualcomm add momentum.
MED
18:17
Jul 10
Jul 10
Watch Broadcom as a key CPO laser architecture supplier cited by Rosenblatt, relevant to AI optical connectivity.
MED
17:20
Jul 10
Jul 10
Nvidia and Broadcom are buys right here
Nvidia is waking up after digesting and holding its 200‑day moving average, and Broadcom is similarly set to run. Both are buys right here as the Mag‑7 rotation continues and new money is put to work.
MED
23:54
Jul 09
Jul 09
The author reflects on 2026's stock-picking market, listing past winners and losers in AI infrastructure without stating current positions or forward calls.
20:00
Jul 09
Jul 09
A +5 comment states “I knew AVGO bers would pay for their sins,” implying shorts were squeezed and AVGO is still running. Broadcom benefits from AI chip demand and recent semiconductor strength, with community cheering on bears covering. Momentum follow-through on a semi leader after a squeeze; continued bullish sentiment. Only one comment; no detailed analysis; semiconductor rotation could fade.
MED
18:59
Jul 09
Jul 09
Monitor these AI infrastructure beneficiaries as OpenAI’s agentic shift drives accelerator, HBM, memory, networking, and custom silicon demand; research note, no author position.
MED
15:29
Jul 09
Jul 09
AVGO president disclosed custom XPU co-design for 4 of top 5 LLM players (OpenAI, Anthropic, Google, Meta), AI chip revenue targeting $100B within 3 years, and single-customer power demand scaling to 17 GW over 3 years.
MED
13:15
Jul 09
Jul 09
Money managers and dealers will soon trade pieces of a 35 billion dollar financing package for Broadcom and Anthropic's AI infrastructure expansion.
12:14
Jul 09
Jul 09
The author provides a detailed market brief highlighting dangerous concentration in mega-cap stocks, fading dealer gamma, geopolitical energy risks, and credit market signals without taking any explicit personal positions or forward calls.
11:46
Jul 09
Jul 09
ASICs gaining share in AI compute
Custom ASICs from Broadcom and Marvell reduce total cost of ownership by 20-30% versus GPUs and should gain market exposure, potentially outweighing GPU workloads by mid-next year as the inference phase expands.
HIGH
About AVGO Analyst Coverage
Buzzberg tracks AVGO (Broadcom Inc.) across 100 sources. 180 bullish vs 12 bearish calls from 154 analysts. Sentiment: predominantly bullish (26%). 639 total trade ideas tracked. Past 7 days: 2 bullish, 17 watch. Latest voices: frenchie_, asklivermore, Dmitry Solodin.