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@kewur 1 day ago

Broadcom sees strong AI-driven growth visibility through 2027

Broadcom sees strong AI-driven growth visibility through 2027

Piper Sandler’s Harsh Kumar recently highlighted Broadcom’s impressive visibility out to 2027, with the company's CEO signaling rising CapEx and significant opportunities from AI. Broadcom stands out among other semiconductor names with a robust outlook for AI-driven demand, with the stock up 48% this year. Some analysts note the company's history of strong capital returns but believe there could be other AI stocks with higher upside potential.
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@BrianHoward 23 hours ago

This one’s good for an AI-dominant portfolio.

@Simonwhite 22 hours ago

Amongst semiconductor giants, Broadcom does stand out. 

@AntonioMyers 20 hours ago

Read the article. Should be good for mid-term goals. About an year and a half. Perfect!