Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 11, 2026 | Substack | Rijnberk Invest Insights | AVGO | Broadcom Inc. | Technology | Semiconductors | Bull | Nasdaq Stock Market | AI infrastructure, AI silicon, Broadcom, custom semiconductors, Free Cash Flow, Google, hyperscalers, market share, META, Networking | Login |
| Feb 11, 2026 | Fund Letters | Alex Umansky | AVGO | Broadcom Inc. | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | accelerators, AI, backlog, diversification, hyperscalers, infrastructure, Margins, semiconductors, Software | Login |
| Feb 8, 2026 | Fund Letters | HRISHIKESH (HK) GUPTA | AVGO | Broadcom Inc. | Information Technology | Semiconductor Designers | Bull | NASDAQ | Custom Asics, inference, Margins, Networking, recurring revenue | Login |
| Feb 8, 2026 | Fund Letters | Tucker Brown | AVGO | Broadcom Inc | Information Technology | Semiconductors | Bull | NASDAQ | AI, inference, infrastructure, Margins, semiconductors | Login |
| Jan 30, 2026 | Fund Letters | Alex Umansky | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, backlog, Margins, Networking, semiconductors | Login |
| Jan 26, 2026 | Fund Letters | KEN STUZI | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI infrastructure, cashflow, custom silicon, hyperscalers, Networking | Login |
| Jan 22, 2026 | Fund Letters | Frank M. Sands | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | accelerators, AI, Cyclicality, Demand, hyperscalers, Margins, Networking | Login |
| Jan 22, 2026 | Fund Letters | Emerson Bluhm | AVGO | Broadcom Inc. | Semiconductors | Semiconductor Infrastructure | Bull | NASDAQ | Ai Scaling, custom silicon, data centers, Ethernet, Networking | Login |
| Jan 22, 2026 | Fund Letters | Allen T. Bond | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | Asic, Concentration, datacenter, Networking, semiconductors, Volatility | Login |
| Jan 14, 2026 | Fund Letters | Thomas Küpfer | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI infrastructure, Asic, hyperscalers, Networking, semiconductors | Login |
| Jan 14, 2026 | Fund Letters | Thomas Küpfer | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI infrastructure, Asic, data centers, Networking, semiconductors | Login |
| Jan 14, 2026 | Seeking Alpha | Seeking Alpha | AVGO | Broadcom Inc. | Semiconductors | Semiconductor Equipment & Materials | Bull | NASDAQ Stock Market | AI growth, ASICs, Broadcom, forward P/E ratio, Google, META, NVIDIA, organic growth, semiconductor solutions, TPUs | Login |
| Jan 14, 2026 | Seeking Alpha | Seeking Alpha | AVGO | Broadcom Inc. | Semiconductors | Semiconductor Manufacturing | Bull | NASDAQ Stock Market | AI growth, cash flow, custom chips, infrastructure software, margin expansion, order bookings, price target, sales growth, semiconductor sales, valuation | Login |
| Jan 7, 2026 | Fund Letters | John Baldi | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, ASICs, Capitaldiscipline, Margins, semiconductors | Login |
| Nov 8, 2025 | Fund Letters | Michael A. Lippert | AVGO | Broadcom Inc. | Information Technology | Data center & networking semiconductors | Bull | NASDAQ | AI infrastructure, ASICs, buybacks, capital allocation, data centers, dividends, Free Cash Flow, semiconductors | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, data centers, growth, Integration, profitability, semiconductors, Software | Login |
| Nov 3, 2025 | Fund Letters | Olivia Treharne | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, data centers, growth, Integration, profitability, semiconductors, Software | Login |
| Oct 28, 2025 | Fund Letters | Rahul Narang | AVGO | Broadcom Inc | Information Technology | Semiconductors | Bull | NASDAQ | AI, backlog, custom silicon, Networking, semiconductors | Login |
| Oct 28, 2025 | Fund Letters | Rahul Narang | AVGO US | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | — | Login |
| Oct 28, 2025 | Fund Letters | Rahul Narang | AVGO US | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | accelerators, backlog, custom silicon, Free Cash Flow, Networking | Login |
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