Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 31, 2025Fund LettersScott LaBrecheAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Asic, cashflow, datacenters, growth, Margins, semiconductors
Jul 31, 2025Fund LettersChristopher SmithAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQASICs, CapEx, datacenters, hyperscalers, infrastructure, leadership, Margins, Networking, Switching
Jul 24, 2025Fund LettersNick SchommerAVGO Broadcom Inc. Information TechnologyElectronic Components Bull NASDAQAI, custom silicon, efficiency, hyperscalers, semiconductors
Jul 23, 2025Fund LettersOwen FitzpatrickAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, buybacks, diversification, dividend, Freecashflow, Margins, Networking, semiconductors
Jul 22, 2025Fund LettersRahul NarangAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, ASICs, growth, hyperscalers, semiconductors
Jul 21, 2025Fund LettersThe Bristol Gate U.S. Equity StrategyAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, custom chips, datacenter, hyperscalers, infrastructure software, Networking, semiconductors, Vmware
Jul 21, 2025Fund LettersMichael E. SchroerAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cashflow, growth, hyperscalers, Networking, semiconductors
Jul 21, 2025Fund LettersAchilleas TaxildarisAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, datacenters, hyperscalers, Margins, Networking, semiconductors, Software
Jul 20, 2025Seeking AlphaDoodad CapitalAVGO Broadcom Inc. Information TechnologySemiconductors Bull NasdaqGS—
Jul 19, 2025Fund LettersOwen FitzpatrickAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, buybacks, diversification, dividend, Freecashflow, Margins, Networking, semiconductors
Jul 18, 2025Seeking AlphaFirst Principles PartnersAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQ—
Jul 15, 2025Seeking AlphaMichael Del MonteAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQ—
Jul 15, 2025Seeking AlphaMar Vista Investment PartnersAVGO Broadcom Inc. Information TechnologySemiconductors Bull NasdaqGS—
Jul 15, 2025Seeking AlphaThe Alpha OracleAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQ—
Jul 11, 2025Seeking AlphaYiannis ZourmpanosAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQ—
Jul 11, 2025Seeking AlphaKM CapitalAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQ—
Jul 10, 2025Seeking AlphaEnvision ResearchAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQ—
Jul 9, 2025Fund LettersJohn BaldiAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cashflow, semiconductors, Software, valuation
Jul 7, 2025Seeking AlphaRoyston RocheAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQ—
Jul 5, 2025Seeking AlphaClearBridge InvestmentsAVGO Broadcom Inc. Other- Bull NASDAQ—

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