Quick Read

• Broadcom (AVGO) reported Q1 FY2026 revenue of $19.31B (+29% YoY) with AI semiconductor revenue surging 106% YoY to $8.40B and adjusted EBITDA margin reaching a record 68%, while CEO Hock Tan disclosed line of sight to AI chip revenue exceeding $100B in 2027 with capacity secured through 2028.

• Broadcom’s growth trajectory hinges on hyperscaler AI capex sustaining current spending levels and custom silicon deployments at major customers hitting their targets through 2027.

• The analyst who called NVIDIA in 2010 just named his top 10 stocks and Broadcom wasn’t one of them. Get them here FREE.

Few mega-caps have ridden the AI infrastructure wave as cleanly as Broadcom (NASDAQ:AVGO). With AI semiconductor…