Broadcom Just Posted 221% AI Growth, Buy This Selloff

Quad 7 Capital Investing Group Leader Follow Summary Broadcom Inc. delivered a strong Q3 with 96% EPS growth and 86% revenue growth, yet shares dipped post-earnings, creating a buying opportunity. AVGO's AI semiconductor revenue surged 221% year-over-year, and the infrastructure software segment grew 30%, highlighting robust, diversified demand. Management guides for Q4 revenue of $34.8 billion and AI semiconductor revenue of $21.7 billion, with a targeted 66% adjusted EBITDA margin. AVGO valuation is attractive at a forward P/E of 31x for 2026 and 18x for 2027. Be aggressive AVGO buyers below $350, especially near $300 if it gets anywhere near there. Looking for more investing ideas like this one? Get them exclusively at BAD BEAT Investing. Learn More » IncrediVFX/iStock via Getty Images As you all are no doubt aware, the semiconductor and chip sectors have experienced significant volatility in recent trading sessions. We have seen investors digest shifting macroeconomic data and rotations out of high-flying technology names. The action has This article was written by Quad 7 Capital 45.17K Followers Follow The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within their investing group BAD BEAT Investing, focused on short- & medium-term investments, income generation, special-situations, & momentum trades. Rather than just give you trades, they focus on teaching investors to become proficient traders through their playbook. Their goal is to save you time by providing in depth, high-quality research, with crystal clear entry and exit targets. They have a proven track record of success.Benefits of BAD BEAT Investing include: Learning how to understand the pinball nature of markets, executing well-researched written trade ideas each week, use of 4 chat rooms, receive daily complimentary key analyst upgrade/downgrade summaries, learning basic options trading, & extensive trading tools. If you would like to learn more, click the link above! Analyst’s Disclosure: I/we have a beneficial long position in the shares of AVGO either through stock ownership, options, or other derivatives. 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.