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Posted by
Two Blokes May 20, 2025 -
Filed in
Stock
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7 views
I reiterate my Strong Buy rating on Broadcom Inc., with a fair value estimate of $247 per share, driven by robust data center and AI demand. Hyperscalers' sustained and rising CAPEX signals healthy near-term growth for Broadcom's semiconductor solutions, especially in custom silicon for AI and cloud. Broadcom's new co-packaged optics and strong AI revenue guidance position it as a leader in addressing bandwidth and latency challenges in AI infrastructure.
