Broadcom: You Snooze, You Lose

Summit Research 12.8K Followers Follow Summary Alphabet/Google's expanded Marvell partnership is a warning shot for Broadcom Inc.'s growing opportunity, as TPU supplier expansion reinforces an accelerating XPU and AI networking TAM. AVGO stock's recent selloff following the consecutive string of negative headlines—spanning VMware vulnerabilities, Bank of America downgrade, and expanded Google-Marvell partnership—appears increasingly overdone. With Broadcom's AI monetization trajectory intact, the stock remains well-positioned for further upside from current levels. The upcoming fiscal Q3 earnings update will be a key test of continued Broadcom execution consistency on its multi-year growth target and reinforce confidence that the recent sell-off has bottomed. JHVEPhoto/iStock Editorial via Getty Images Broadcom Inc. ( AVGO ) stock has been under renewed pressure this week in response to a consecutive string of downside news, spanning VMware’s latest security breach , Bank of America’s downgrade on the This article was written by Summit Research 12.8K Followers Follow Summit Research focused on finding fundamental- and catalyst-driven long/short ideas in the tech sector. Key industries covered include big tech, electric vehicles and autonomous mobility, semiconductors, software, and AI. 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.