Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 13, 2025Fund LettersGarvin JabuschAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cloud infrastructure, Diversity, energy efficiency, Governance, semiconductors, Vmware
Oct 13, 2025Fund LettersGarvin JabuschAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cloud infrastructure, Diversity, energy efficiency, Governance, semiconductors, Vmware
Oct 9, 2025Fund LettersDan DavidowitzAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQcustom silicon, diversification, margin expansion, Networking, Pricing power
Oct 9, 2025Fund LettersJohn BaldiAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cash flow, dividends, growth, infrastructure, semiconductors
Oct 1, 2025Fund LettersEvolve Private WealthAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, AI workloads, Asic, custom chips, data center, Enterprise software, high margins, VMware Acquisition
Oct 1, 2025Fund LettersEvolve Private WealthAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT Novo Nordisk A/S Health CarePharmaceuticals Bear NASDAQCEO transition, Compounded Drugs, diabetes treatment, GLP-1, Market Slowdown, Pharmaceutical Competition, Profit Warning, semaglutide
Oct 1, 2025Fund LettersRVKAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Asic, Cloud computing, custom chips, data center, energy efficiency, Enterprise software, Semiconductor Design, VMware Acquisition
Sep 30, 2025Fund LettersThe Wolf of Harcourt StreetAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT BYD Company Limited Consumer DiscretionaryAutomobiles Bull HKEXautomotive, battery technology, China, Cost advantage, Electric Vehicles, growth, Value, vertical integration
Sep 30, 2025Fund LettersPM Capital Global Companies FundAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT BYD Company Limited Consumer DiscretionaryAutomobiles Bull HKEXautomotive, Batteries, China, Cost advantage, Electric Vehicles, global expansion, growth, vertical integration
Sep 30, 2025Fund LettersHighwood Value PartnersAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, data centers, Enterprise software, Networking, semiconductors, technology, XPU Chips
Sep 30, 2025Fund LettersCarillon Eagle Growth & Income FundAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI Computing, AI infrastructure, customer wins, growth, semiconductors, technology hardware
Sep 30, 2025Fund LettersColumbia Global Technology Growth FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI accelerators, AI Revenue Growth, backlog, custom silicon, Networking Hardware, Semiconductor Infrastructure
Sep 30, 2025Fund LettersFairtree Wild Fig Multi Strategy Hedge FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Bull, data centers, Enterprise software, Networking, semiconductors, Xpu
Sep 30, 2025Fund LettersAGT PartnersAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Artificial Intelligence, data centers, Enterprise software, Networking, semiconductors, Xpu
Sep 30, 2025Fund LettersACATIS InvestmentAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Bull, data centers, Enterprise software, Networking, semiconductors, Xpu
Sep 30, 2025Fund LettersAirlie Australian Share FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Enterprise software, growth, Networking, semiconductors, Xpu
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Networking, semiconductors, Software, technology, XPU Chips
Sep 20, 2025SubstackRijnberk Invest InsightsAVGO Broadcom Inc. TechnologySemiconductors Bull -AI revolution, custom AI accelerators, Customer concentration, Enterprise software, Free Cash Flow, growth potential, Hock Tan, hyperscalers, networking chips, semiconductors
Sep 1, 2025Seeking AlphaSeeking AlphaAVGO Broadcom Inc. -Semiconductors Neutral -AI growth, Broadcom, data center hardware, earnings surprise, Hold rating, market sentiment, Nvidia comparison, S&P 500, semiconductors, valuation ratios
Jul 31, 2025Fund LettersScott LaBrecheAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Asic, cashflow, datacenters, growth, Margins, semiconductors

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