Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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—
Jul 4, 2025Fund LettersRobert FeitlerAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cashflow, Pricing, semiconductors, Software
Jul 2, 2025Seeking AlphaBay Area IdeasAVGO Broadcom Inc. Information TechnologySemiconductors Neutral NASDAQ—
Jul 1, 2025Fund LettersTorre FinancialAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT O'Reilly Automotive Consumer DiscretionarySpecialty Retail Bull NASDAQaftermarket, Antifragile, automotive, Defensive growth, distribution network, DIY, high-ROIC, market share gains, negative working capital, Parts Distribution, professional services, Specialty retail
Jul 1, 2025Seeking AlphaMoats and MonopoliesAVGO Broadcom Inc. Information TechnologySemiconductors Bull NasdaqGS—
Jun 30, 2025Fund LettersRegency Wealth ManagementAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI, capital return, custom silicon, hyperscalers, infrastructure software, M&A, Networking, Private Cloud, semiconductors, Vmware
Jun 30, 2025Fund LettersNixon CapitalAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI, custom silicon, high margins, hyperscaler, infrastructure software, M&A, Private Cloud, semiconductors, Vmware
Jun 30, 2025Fund LettersWestEnd CapitalAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI infrastructure, capital return, custom silicon, high margins, hyperscalers, M&A, Private Cloud, semiconductors, Software, Vmware
Jun 30, 2025Fund LettersFortress - Caribbean Growth FundAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI infrastructure, capital return, custom silicon, high margins, M&A, Private Cloud, semiconductors, Software, Vmware
Jun 30, 2025Fund LettersJanes Henderson Strategic Bond FundAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, custom silicon, GPU Alternative, hyperscaler, Merchant Silicon, semiconductors
Jun 30, 2025Fund LettersRenaissance Investment Management - Large Cap GrowthAVGO Broadcom Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, Connectivity, data center, growth, hyperscale, semiconductors, technology
Jun 30, 2025Fund LettersMar Vista US QualityAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, Artificial Intelligence, Custom Asics, hyperscale, semiconductors, Specialized Computing
Jun 30, 2025Fund LettersBaron Durable Advantage FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, data center, Enterprise software, fabless, hyperscale, Networking, semiconductors, Vmware

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