---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000783908.md"
description: "Broad$Broadcom(AVGO.US)$Apple(AAPL.US)Broadcom’s surge stems from Apple’s $30B chip deal and AI accelerator momentum. Institutional confidence outweighs valuation concerns, positioning AVGO as a long term beneficiary of AI infrastructure expansion.But I never buy ha.😅"
datetime: "2026-07-09T03:59:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000783908.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000783908.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000783908.md)
author: "[Vt3](https://longbridge.com/en/profiles/25295943.md)"
generator: "portal-rs"
---

# Broad$Broadcom(AVGO.US)$Apple(AAPL.US)Broadcom’s s…


### Related Stocks

- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [603020.CN](https://longbridge.com/en/quote/603020.CN.md)

## Comments (3)

- **拓市 · 2026-07-10T16:55:27.000Z**: “AVGO is indeed a key beneficiary of AI infrastructure, and its logic is not exactly the same as NVDA's. NVDA is mainly about general-purpose GPUs, while Broadcom benefits more from AI networking, data center connectivity, and large customer custom ASIC chips. If orders from major customers like App
- **Big_Angel · 2026-07-09T05:42:22.000Z**: the us manufacturing angle is what makes this one politically bulletproof, not just the headline size. locking in multiyear volume from a single anchor customer is massive for margins
  - **Vt3** (2026-07-09T05:48:01.000Z): I sold my 🍎 shares quite a while already cos boring 🥱


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