
Episode #925
Why Broadcom Has Been My Best Buy for 3 Months in a Row
Broadcom (NASDAQ: AVGO) has been 7investing's #1 ranked Best Buy for three months running, and Simon Erickson breaks down exactly why. Learn how Broadcom is positioned to capture more than $100 billion a year in AI product revenue as hyperscalers spend $40-60 billion per gigawatt building out AI data centers, why the company's custom AI chips (XPUs) for Google's TPUs are just the beginning, and how a 25-year history of disciplined acquisitions — from Brocade to VMware — has built one of the most dominant semiconductor and infrastructure software companies in the world. Simon also covers Broadcom's explosive 2026 quarterly growth (93% year-over-year revenue guidance for Q4), its rising dividend, why the stock has been selling off despite the strong fundamentals, and how 7investing's Best Buy process works. Free 7investing trial: https://7investing.com/subscribe See all 5 of our Sept 2026 Best Buys: 7investing.com/advisor_update/7investings-best-buys-september-2026/ Stocks Mentioned Publicly Traded: Broadcom Inc. (NASDAQ:AVGO) Alphabet Inc. (NASDAQ:GOOGL) NVIDIA Corporation (NASDAQ:NVDA) Marvell Technology, Inc. (NASDAQ:MRVL) Meta Platforms, Inc. (NASDAQ:META) Qualcomm Incorporated (NASDAQ:QCOM) Taiwan Semiconductor Manufacturing Company (NYSE:TSM) Agilent Technologies, Inc. (NYSE:A) Hewlett Packard Enterprise (NYSE:HPE) Acquired by Broadcom (no longer separately traded): Brocade Communications Systems (2017 acquisition) CA Technologies (2018 acquisition) Symantec (enterprise security segment, 2019 acquisition) VMware, Inc. (2023 acquisition) Private/Not Publicly Traded: OpenAI Anthropic Chapters 0:00 Welcome to 7investing Live: Broadcom Deep Dive 0:50 Why Broadcom Is Our #1 Best Buy 1:55 Quiz: The Cost to Build an AI Data Center 3:58 Broadcom's Role in the AI Data Center Boom 4:55 Broadcom's History of Acquisitions 6:52 Lessons from Failed Acquisitions: HP and Autonomy 7:56 Why Broadcom's Ticker Is AVGO, Not BRCM 8:22 CEO Hock Tan's Deal-Making Strategy 8:48 Custom AI Chips (XPUs) Explained 9:16 Broadcom's Google TPU Partnership 10:14 The $300B AI Data Center Opportunity 11:42 Broadcom's Explosive Quarterly Growth in 2026 14:58 Why Is Broadcom Stock Selling Off? 15:56 Broadcom's Growing Dividend 17:49 How 7investing Picks Its Best Buys 21:39 Inside 7investing's Best Buy Selection Process 23:15 7investing's Track Record: 104% Return vs. S&P 500 25:30 Wrap-Up & What's Coming This Friday #7investing #SimonErickson #Broadcom #AVGOStock #AIChips #SemiconductorStocks #StockMarket #AIInvesting #BestBuy #DataCenters

