Recent trading in $Broadcom(AVGO)$ has been full of FOMO sentiment, and it's pulling down $NVIDIA(NVDA)$ as well.Why are investors so worried about not getting on board?Broadcom has had a strong last two yearsBroadcom (AVGO)$ has had a great last two years, doubling its share price in 2023 and soaring in 2024.Integrating VMware into the business this year was a big deal.Although the integration process was a bit controversial, and was criticized for raising prices and discontinuing some free services, it was good for shareholders.After the integration, VMware's operating expenses were cut in half and gross margins reached 70%.Broadcom's results were stunning, with f
Broadcom $1 Trln! Another Star in Semiconductor Sector?
Broadcom released a better-than-expected Q4 earnings report, with profits exceeding expectations and AI revenue more than doubling this year. Even more surprising, the CEO revealed that Broadcom is working with three major cloud customers to develop custom AI chips. This unexpected news caused Broadcom's stock to surge over 15% in after-hours trading. Analysts believe that the AI hype in 2025 may shift from chips to AI applications. ----------- Is the future of AI in chips or software applications? Will Broadcom surge more in the year end? What's your target price?
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