Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 27, 2025 | Seeking Alpha | Seeking Alpha | AVGO | Broadcom Inc. | - | Semiconductors | Bull | - | AI chips, Broadcom, custom chips, earnings growth, enterprise spending, Gen AI, investment thesis, market position, semiconductors, technology | Login |
| Oct 24, 2025 | Fund Letters | Achilleas Taxildaris | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, backlog, data centers, growth, hyperscalers, Margins, Networking, semiconductors | Login |
| Oct 24, 2025 | Fund Letters | Achilleas Taxildaris | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, backlog, data centers, growth, hyperscalers, Margins, Networking, semiconductors | Login |
| Oct 22, 2025 | Fund Letters | Jonathan Reichek | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, dividends, growth, Margins, Networking, semiconductors, Software | Login |
| Oct 22, 2025 | Fund Letters | Jonathan Reichek | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, dividends, growth, Margins, Networking, semiconductors, Software | Login |
| Oct 21, 2025 | Fund Letters | Vimal Patel | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, Asic, data centers, Free Cash Flow, hyperscale, semiconductors | Login |
| Oct 21, 2025 | Fund Letters | Vimal Patel | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, Asic, data centers, Free Cash Flow, hyperscale, semiconductors | Login |
| Oct 13, 2025 | Fund Letters | Garvin Jabusch | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, cloud infrastructure, Diversity, energy efficiency, Governance, semiconductors, Vmware | Login |
| Oct 13, 2025 | Fund Letters | Garvin Jabusch | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, cloud infrastructure, Diversity, energy efficiency, Governance, semiconductors, Vmware | Login |
| Oct 9, 2025 | Fund Letters | Dan Davidowitz | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | custom silicon, diversification, margin expansion, Networking, Pricing power | Login |
| Oct 9, 2025 | Fund Letters | John Baldi | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, cash flow, dividends, growth, infrastructure, semiconductors | Login |
| Sep 20, 2025 | Substack | Rijnberk Invest Insights | AVGO | Broadcom Inc. | Technology | Semiconductors | Bull | - | AI revolution, custom AI accelerators, Customer concentration, Enterprise software, Free Cash Flow, growth potential, Hock Tan, hyperscalers, networking chips, semiconductors | Login |
| Sep 1, 2025 | Seeking Alpha | Seeking Alpha | AVGO | Broadcom Inc. | - | Semiconductors | Neutral | - | AI growth, Broadcom, data center hardware, earnings surprise, Hold rating, market sentiment, Nvidia comparison, S&P 500, semiconductors, valuation ratios | Login |
| Jul 31, 2025 | Fund Letters | Scott LaBreche | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI, Asic, cashflow, datacenters, growth, Margins, semiconductors | Login |
| Jul 31, 2025 | Fund Letters | Christopher Smith | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | ASICs, CapEx, datacenters, hyperscalers, infrastructure, leadership, Margins, Networking, Switching | Login |
| Jul 24, 2025 | Fund Letters | Nick Schommer | AVGO | Broadcom Inc. | Information Technology | Electronic Components | Bull | NASDAQ | AI, custom silicon, efficiency, hyperscalers, semiconductors | Login |
| Jul 23, 2025 | Fund Letters | Owen Fitzpatrick | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, buybacks, diversification, dividend, Freecashflow, Margins, Networking, semiconductors | Login |
| Jul 22, 2025 | Fund Letters | Rahul Narang | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, ASICs, growth, hyperscalers, semiconductors | Login |
| Jul 21, 2025 | Fund Letters | Michael E. Schroer | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, cashflow, growth, hyperscalers, Networking, semiconductors | Login |
| Jul 21, 2025 | Fund Letters | Achilleas Taxildaris | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, datacenters, hyperscalers, Margins, Networking, semiconductors, Software | Login |
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