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:
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
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