Why Broadcom Has Been My Best Buy for 3 Months in a Row

<p>Broadcom (NASDAQ: AVGO) has been 7investing&#39;s #1 ranked Best Buy for three months running, and Simon Erickson breaks down exactly why. </p><p>Learn how Broadcom is positioned to capture more than $100 billion a year in AI product revenue as hyperscalers spend $40-60 billion per gigawatt building out AI data centers, why the company&#39;s custom AI chips (XPUs) for Google&#39;s TPUs are just the beginning, and how a 25-year history of disciplined acquisitions — from Brocade to VMware — has built one of the most dominant semiconductor and infrastructure software companies in the world.</p><p>Simon also covers Broadcom&#39;s explosive 2026 quarterly growth (93% year-over-year revenue guidance for Q4), its rising dividend, why the stock has been selling off despite the strong fundamentals, and how 7investing&#39;s Best Buy process works.</p><p><br></p><p>🔗 Free 7investing trial: <a href="7investing.com/subscribe" target="_blank" rel="noopener noreferer">https://7investing.com/subscribe</a>🔗 See all 5 of our Sept 2026 Best Buys: <a href="https://7investing.com/advisor_update/7investings-best-buys-september-2026/">7investing.com/advisor_update/7investings-best-buys-september-2026/</a>Stocks Mentioned</p><p>Publicly Traded:</p><ul><li>Broadcom Inc. (NASDAQ:AVGO) </li><li>Alphabet Inc. (NASDAQ:GOOGL) </li><li>NVIDIA Corporation (NASDAQ:NVDA)</li><li>Marvell Technology, Inc. (NASDAQ:MRVL)</li><li>Meta Platforms, Inc. (NASDAQ:META) </li><li>Qualcomm Incorporated (NASDAQ:QCOM) </li><li>Taiwan Semiconductor Manufacturing Company (NYSE:TSM) </li><li>Agilent Technologies, Inc. (NYSE:A) </li><li>Hewlett Packard Enterprise (NYSE:HPE) </li></ul><p>Acquired by Broadcom (no longer separately traded):</p><ul><li>Brocade Communications Systems (2017 acquisition)</li><li>CA Technologies (2018 acquisition)</li><li>Symantec (enterprise security segment, 2019 acquisition)</li><li>VMware, Inc. (2023 acquisition)</li></ul><p>Private/Not Publicly Traded:</p><ul><li>OpenAI</li><li>Anthropic</li></ul><p>Chapters</p><ul><li><a href="https://www.youtube.com/watch?v=dMLxmeY9x8o" target="_blank" rel="ugc noopener noreferrer">0:00</a> Welcome to 7investing Live: Broadcom Deep Dive</li><li><a href="https://www.youtube.com/watch?v=dMLxmeY9x8o&t=50s" target="_blank" rel="ugc noopener noreferrer">0:50</a> Why Broadcom Is Our #1 Best Buy</li><li><a href="https://www.youtube.com/watch?v=dMLxmeY9x8o&t=115s" target="_blank" rel="ugc noopener noreferrer">1:55</a> Quiz: The Cost to Build an