---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000898411.md"
description: "$Broadcom(AVGO.US)Context: I like Broadcom because it sits right at the heart of AI infrastructure. While most people focus on GPUs, companies like Google and Meta work with Broadcom on custom AI chips and high-speed networking. Its software business also brings in steady cash flow, giving the company a strong foundation beyond AI.My trade: My average cost is $355.172, and with AVGO around 362, I’m sitting on a small gain. I’m holding my shares today and not adding more. With strong demand for custom AI chips, networking, and solid software cash flow, I’m comfortable letting the position run while keeping my risk under control.Takeaway: Broadcom has strong exposure to AI through both custom chips and networking. In your semiconductor portfolio, do you prefer GPU companies or custom ASIC players like Broadcom?"
datetime: "2026-09-14T02:56:37.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000898411.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000898411.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000898411.md)
author: "[AetherCore](https://longbridge.com/en/profiles/21854685.md)"
generator: "portal-rs"
---

# $Broadcom(AVGO.US)Context: I like Broadcom because…


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## Comments (3)

- **Captain Leo · 2026-09-14T10:46:30.000Z**: Being open about what you paid, and not just the direction, is what makes a write-up like this checkable. Most people post the thesis and leave that part out. The question you left at the end is better answered by people running both sides than by me.
- **Louis_t · 2026-09-14T06:32:20.000Z**: the economics split further than the headline suggests, custom silicon books lower gross margin because the customer funds the design work, but the volume is locked across a multi year program.
  - **AetherCore** (2026-09-14T07:56:28.000Z): Yeah, exactly👍 maybe not the highest-margin business, but multi-year volume gives you a lot more visibility.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**