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Broadcom’s Brilliant Strategy Keeps Me Buying, Especially Now
Quick Read Broadcom's dual AI engines, consisting of custom ASICs and dominant networking chips, capture hyperscaler capital from both sides, creating utility-like lock-in over semiconductor cyclicality. AVGO trades at 21x forward earnings with a PEG of 0.44, offering a cheaper entry than NVDA while carrying a 15-year dividend growth streak. Hock Tan guides $56 billion in AI revenue …