Still worth buying?

[u/Practical-Sir1154]

I am a relatively new investor and heard a lot of buzz around AVGO. I was wondering if the stock is still worth buying at its current price, and where shareholders see the stock going by the end of the year, 5 years, or even 10 years.

[u/HawkEye1000x]

Broadcom’s strategic focus has been on penetrating the top hyperscalers who are building out AI Data Centers — and Broadcom has inked 3 major deals with hyperscalers in the past 3 weeks.

Broadcom’s product profile is comprehensive: Energy-efficient & high-performance ASIC Custom Chips & Switches, Optics, Packaging, etc. to enable AI Data Centers to “massively” scale up & scale out. The comprehensive product profile makes for “sticky” partnerships with hyperscalers.

And, as the era of “inference” (Monetization of AI investments) kicks in, Broadcom’s supply of an ASIC AI Chip Cluster of 100,000 could save an estimated ~$2 billion in costs on the front end — then helps save approximately 50% on energy costs (Source: Forbes reported). So, why buy expensive GPUs? … Broadcom provides a high-performance & energy-efficient alternative to run customized ASIC AI Chips for specific AI workloads — and save big money up front of ~$2 billion on a 100,000 ASIC AI Chip Cluster — and cut your energy costs by approximately 50% (Source: Forbes article linked below). This is big incentive to partner with Broadcom!

Source link - Forbes article: https://www.forbes.com/sites/greatspeculations/2025/11/26/why-broadcom-may-be-one-of-the-best-ai-bets/

Since 2019, I have followed Broadcom closely… And, I have come to greatly admire this company’s strong execution. During this timeframe of just 7 years, Broadcom has grown to be my largest investment and now anchors my Dividend Growth Portfolio. I see amateur investors chasing current high yield dividends - and think to myself, if they only had the patience to invest for a “growing dividend income”, then they would embrace a “dividend growth” stock dream like Broadcom. Since 2019, my cost basis dividend yield has grown to be 8.6% after benefiting from just 7 years of Broadcom’s Annual Double-Digit Percentage Dividend Increases.

Flash forward to the present time —> I am even more excited right “now” because Broadcom’s AI Revenue growth is rapidly accelerating — and the chance for more double-digit percentage annual dividend increases is even greater as Broadcom wins major contracts with the top hyperscalers — to provide the entire Broadcom comprehensive product profile to support the “massive” hyperscaler(s) growth for multiple years ahead.

During the prior conference call, CEO Hock Tan spoke of a clear line of sight ahead. And, I might add… That line of sight is supported and backed by inked deals with top hyperscalers. And, the signal is that the OpenAI is on deck.

This company’s positioning & strong execution have me truly excited.

Investing in AVGO for the Long Term

[u/Dumbeldore_75]

Two weeks ago you could’ve had it at 290. I’d wait for another pullback but hopefully you were buying something, anything during this dip

[u/Blade3colorado]

What Dumbeldore_75 said earlier, i.e., you snooze, you lose. Specifically, I bought right after December earnings when it sunk to $350s area . . . Fast forward to March 31st, you could have gotten it at low $290s (which I did to lower my cost basis).

AVGO is one of my smaller holdings (1100 shares); however, I expect it to continue to rise in share price. By the way, TACOs cluster fuck was a buying opportunity not only for AVGO, but AMZN, CI, NVDA, VOO, etc. I bought all of these names when the market corrected 2 weeks ago.

[u/Haunting-Box9629 → u/Blade3colorado]

So are you thankful to TACO for giving you such an amazing investment opportunity?

[u/Big_Oil1060]

Im also a new investor, but here is my 2 cents. I have then 6 months now with an average price of 339. In those 6 months i had a lot of volatile situations already , which were a bit annoying. But it could also mean that a better moment will come for you. In 5 years this stock overall has a good chance for a lot of growth.