$Broadcom(AVGO)$ AVGO looks like an asymmetric frontier-AI play. Jensen has said frontier labs could become the largest tech companies in history, with profitable AI already driving compute demand, and AGI causing demand to inflect further. OpenAI and Anthropic alone imply roughly 16 GW of custom compute, with more than 20 GW in Broadcom-linked infrastructure plans. At around $356 today, the math goes like this: $32 EPS times 25 gets you $800; $40 gets $1,000; $47 gets $1,175; $53 gets $1,325. That is roughly 2.2x to 3.7x upside. The thesis is AGI leading to agents, then inference, then compute, then custom silicon, then AVGO.
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