Broadcom (NASDAQ: AVGO) has been 7investing's #1 ranked Best Buy for three months running, and Simon Erickson breaks down exactly why.

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's custom AI chips (XPUs) for Google'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.

Simon also covers Broadcom'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's Best Buy process works.


🔗 Free 7investing trial: https://7investing.com/subscribe🔗 See all 5 of our Sept 2026 Best Buys: 7investing.com/advisor_update/7investings-best-buys-september-2026/Stocks Mentioned

Publicly Traded:

  • Broadcom Inc. (NASDAQ:AVGO)
  • Alphabet Inc. (NASDAQ:GOOGL)
  • NVIDIA Corporation (NASDAQ:NVDA)
  • Marvell Technology, Inc. (NASDAQ:MRVL)
  • Meta Platforms, Inc. (NASDAQ:META)
  • Qualcomm Incorporated (NASDAQ:QCOM)
  • Taiwan Semiconductor Manufacturing Company (NYSE:TSM)
  • Agilent Technologies, Inc. (NYSE:A)
  • Hewlett Packard Enterprise (NYSE:HPE)

Acquired by Broadcom (no longer separately traded):

  • Brocade Communications Systems (2017 acquisition)
  • CA Technologies (2018 acquisition)
  • Symantec (enterprise security segment, 2019 acquisition)
  • VMware, Inc. (2023 acquisition)

Private/Not Publicly Traded:

  • OpenAI
  • Anthropic

Chapters

  • 0:00 Welcome to 7investing Live: Broadcom Deep Dive
  • 0:50 Why Broadcom Is Our #1 Best Buy
  • 1:55 Quiz: The Cost to Build an AI Data Center
  • 3:58 Broadcom's Role in the AI Data Center Boom
  • 4:55 Broadcom's History of Acquisitions
  • 6:52 Lessons from Failed Acquisitions: HP and Autonomy
  • 7:56 Why Broadcom's Ticker Is AVGO, Not BRCM
  • 8:22 CEO Hock Tan's Deal-Making Strategy
  • 8:48 Custom AI Chips (XPUs) Explained
  • 9:16 Broadcom's Google TPU Partnership
  • 10:14 The $300B AI Data Center Opportunity
  • 11:42 Broadcom's Explosive Quarterly Growth in 2026
  • 14:58 Why Is Broadcom Stock Selling Off?
  • 15:56 Broadcom's Growing Dividend
  • 17:49 How 7investing Picks Its Best Buys
  • 21:39 Inside 7investing's Best Buy Selection Process
  • 23:15 7investing's Track Record: 104% Return vs. S&P 500
  • 25:30 Wrap-Up & What's Coming This Friday

#7investing #SimonErickson #Broadcom #AVGOStock #AIChips #SemiconductorStocks #StockMarket #AIInvesting #BestBuy #DataCenters

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