---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000927083.md"
description: "$Broadcom(AVGO.US)Background:AVGO’s fundamentals are still excellent: Q3 revenue +86% YoY, AI semiconductor revenue +221%, and Q4 revenue guidance +93%. Management also sees AI revenue reaching $115B in FY2027. My trade: Bought at an average cost of $354.Takeaway:Hold for now, but sell on strength. My $354 entry is good, but AVGO is already around $363 and the stock has a lot of AI expectations priced in. If chip makers' stock cannot make it, Semicon cannot make it, the index will never make it."
datetime: "2026-10-06T15:16:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000927083.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000927083.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000927083.md)
author: "[Newbee2025](https://longbridge.com/en/profiles/16724903.md)"
generator: "portal-rs"
---

# $Broadcom(AVGO.US)Background:AVGO’s fundamentals a…


### Related Stocks

- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [SMH.US](https://longbridge.com/en/quote/SMH.US.md)
- [AVL.US](https://longbridge.com/en/quote/AVL.US.md)
- [AVGX.US](https://longbridge.com/en/quote/AVGX.US.md)
- [AVS.US](https://longbridge.com/en/quote/AVS.US.md)
- [AVGU.US](https://longbridge.com/en/quote/AVGU.US.md)
- [AVGG.US](https://longbridge.com/en/quote/AVGG.US.md)
- [AVGW.US](https://longbridge.com/en/quote/AVGW.US.md)

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