$AVGO
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How Parkev Tatevosian, CFA’s view on $AVGO changed

Channel profile →2 entries
2026-09-06Bullish
“Why Is Broadcom Stock Falling, and is it a Buying Opportunity on the Dip? | AVGO Stock Analysis”
AVGO is a buy; DCF valuation of $537 implies ~52% upside over 12-18 months due to strong AI growth and maintained margins.

Broadcom predicted that its AI semiconductor business would grow to $115 billion in fiscal year 2027, then double to $230 billion in fiscal year 2028. Broadcom has already begun shipping its eighth-generation Tensor Processing Units ( TPUs) to Google and Jalapeno accelerators to OpenAI, both designed to outperform other graphics processing units (GPUs).

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2026-09-02
“Should You Buy Broadcom Stock Instead of Taiwan Semiconductor Stock? | AVGO vs. TSM”
AVGO has strong fundamentals and ~48% upside vs fair value, but is a close call vs TSM; speaker might pick TSM over AVGO if buying now.

Broadcom and Taiwan Semiconductor Manufacturing Company are seeing sales and profits boom as a result of the increasing demand for artificial intelligence. But which one of these two semiconductor companies is the better stock to buy right now?

Broadcom too experienced a significant increase in its sales to $75 billion. That's up from around $38 billion in 20 23. Of course, that also includes the impacts of the VMware acquisition. looking back longer term, these companies have seen their sales proliferate since 2017 where Broadcom generated roughly $10 billion in sales at that point, those sales have increased by more than 7x.

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