Broadcom: Inventory Does Not Lie

Summary

  • Sharp price surges since my last writing prompted me to reexamine Broadcom stock.
  • I see several new developments and catalysts that can keep supporting a buy rating.
  • 2025 Q2 earnings report reveals near-record low days inventory outstanding, signaling strong and scalable demand for Broadcom's products.
  • The recession of the AI Diffusion Rule and the latest changes in export controls are expected to expand Broadcom's AI market opportunities, especially in the many Tier 2 countries.
  • Looking for a helping hand in the market? Members of Envision Early Retirement get exclusive ideas and guidance to navigate any climate. Learn More »

Close-up of Glowing Futuristic Green Processor at Fingertips of Humanoid Robot. Metal Hand of Humanoid Robot is Holding and Showing Innovative and Advanced AI Accelerated Chip.

SweetBunFactory/iStock via Getty Images

AVGO Stock: Recission of the AI Diffusion Rule

Since I wrote my first bullish thesis on Broadcom Inc. (AVGO) in April, its stock prices have risen too high and too quickly (see the chart below). In the ~2

As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.

We have helped our members not only to beat S&P 500 but also avoid heavy drawdowns despite the extreme volatilities in BOTH the equity AND bond market.

Join for a trial and see if our proven method can help you too.

This article was written by

18.11K Followers

Envision Research, aka Lucas Ma, has over 20+ years of investment experience and holds a Masters with in Quantitative Investment and a PhD in Mechanical Engineering with a focus on renewable energy, both from Stanford University. He also has 30+ years of hands-on experience in high-tech R&D and consulting, housing sector, credit sector, and actual portfolio management.

He leads the investing group Envision Early Retirement along with Sensor Unlimited where they offer proven solutions to generate both high income and high growth with isolated risks through dynamic asset allocation. Features include: two model portfolios - one for short-term survival/withdrawal and one for aggressive long-term growth, direct access via chat to discuss ideas, monthly updates on all holdings, tax discussions, and ticker critiques by request.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within 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.

Recommended For You

About AVGO Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on AVGO

Related Stocks

SymbolLast Price% Chg
AVGO
--
AVGO:CA
--