Professional
Added to YB: 2025-09-01
Pitch date: 2025-06-30
AVGO [neutral]
Broadcom Inc.
+26.62%
current return
Author Info
No bio for this author
Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.7T
Pitch Price
$271.93
Price Target
N/A
Dividend
0.73%
EV/EBITDA
33.00
P/E
45.33
EV/Sales
19.42
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Antero Peak Strategy Portfolio Holding: Broadcom Inc.
AVGO (holding update): Underappreciated execution reliability w/ 2 AI catalysts: 1) Tomahawk 6 Ethernet switch for million+ XPU clusters at >2X typical ASP uplift, 2) ASIC ramp w/ Google/Meta/ByteDance + 4 prospects (likely OpenAI/Apple/xAI/Softbank). $60-90B TAM by 2027, targeting 40% AI revenue CAGR through 2029.
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