$Broadcom(AVGO)$ I made an add

I made an additional investment in AVGO based on Jefferies maintaining its Buy rating and $500 price target, implying ~45% upside potential. The firm emphasized Broadcom’s strong positioning in AI and networking, noting it is “well ahead” of MediaTek on v8 chips and poised to maintain its lead with v9 chips. With Google expected to reach 6 million units in CY27, 85-90% tied to Broadcom, Jefferies sees further upside potential. This reinforces confidence in AVGO’s growth trajectory and its ability to capitalize on the expanding demand in high-performance chip solutions.

AVGO

02-20 23:28

USBroadcom

Side	Price \| Filled	Realized P&L
Buy Open	335.64 0	-0.78% Holding

Broadcom

Broadcom Earnings: Will 3D Stacked Chips Expand Revenue?

Broadcom plans to ship 1 million 3D-stacked chips by 2027, leveraging advanced silicon stacking to boost data transfer speeds. For FY2026 Q1, management guided total revenue at $19.1B (vs. $18.27B consensus), with AI semiconductor revenue projected at $8.2B, marking another triple-digit YoY surge. Analysts expect upside as hyperscaler capex approaches $670B globally, fueling AI infrastructure demand. Is Broadcom emerging as the quiet winner in custom AI silicon? Or will execution risks and capex cyclicality temper the stacked-chip narrative?

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