Joy To The Bulls: Why Broadcom Stock's Dip Is A Gift
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Julia Ostian4.11K FollowersFollow5ShareSavePlay(15min)CommentsSummaryBroadcom Inc. stands out with an asset-light AI strategy, exceptional execution, and a proven acquisition-driven model under Hock Tan.AVGO’s Q4 2025 results showed 24% revenue growth, 65% AI revenue growth, and a $73B AI backlog, highlighting robust demand and cash generation.Despite margin compression from AI system sales, AVGO maintains strong operating leverage and cash flow, supporting disciplined capital allocation.I’m cautiously optimistic, initiating a half-sized position, expecting AVGO to compound over time if AI demand persists into 2026. XH4D/iStock via Getty Images Introduction Just recently, we got news that AI stocks plunged on renewed worries around Broadcom Inc. (AVGO) and Oracle (ORCL), both of which partnered with OpenAI (OPENAI) inThis article was written byJulia Ostian4.11K FollowersFollowI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-reasoned perspective.I also run a YouTube Channel called "The Market Monkeys" and break some of the stocks there as well.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in AVGO over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.