Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 4, 2025 | Fund Letters | Robert Feitler | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, cashflow, Pricing, semiconductors, Software | Login |
| Jul 2, 2025 | Seeking Alpha | Bay Area Ideas | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Neutral | NASDAQ | — | Login |
| Jul 1, 2025 | Fund Letters | Torre Financial | AVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT | O'Reilly Automotive | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | aftermarket, Antifragile, automotive, Defensive growth, distribution network, DIY, high-ROIC, market share gains, negative working capital, Parts Distribution, professional services, Specialty retail | Login |
| Jul 1, 2025 | Seeking Alpha | Moats and Monopolies | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NasdaqGS | — | Login |
| Jun 30, 2025 | Fund Letters | Regency Wealth Management | AVGO | Broadcom Inc. | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | AI, capital return, custom silicon, hyperscalers, infrastructure software, M&A, Networking, Private Cloud, semiconductors, Vmware | Login |
| Jun 30, 2025 | Fund Letters | Nixon Capital | AVGO | Broadcom Inc. | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | AI, custom silicon, high margins, hyperscaler, infrastructure software, M&A, Private Cloud, semiconductors, Vmware | Login |
| Jun 30, 2025 | Fund Letters | WestEnd Capital | AVGO | Broadcom Inc. | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | AI infrastructure, capital return, custom silicon, high margins, hyperscalers, M&A, Private Cloud, semiconductors, Software, Vmware | Login |
| Jun 30, 2025 | Fund Letters | Fortress - Caribbean Growth Fund | AVGO | Broadcom Inc. | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | AI infrastructure, capital return, custom silicon, high margins, M&A, Private Cloud, semiconductors, Software, Vmware | Login |
| Jun 30, 2025 | Fund Letters | Janes Henderson Strategic Bond Fund | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI infrastructure, custom silicon, GPU Alternative, hyperscaler, Merchant Silicon, semiconductors | Login |
| Jun 30, 2025 | Fund Letters | Renaissance Investment Management - Large Cap Growth | AVGO | Broadcom | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | Artificial Intelligence, Connectivity, data center, growth, hyperscale, semiconductors, technology | Login |
| Jun 30, 2025 | Fund Letters | Mar Vista US Quality | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI infrastructure, Artificial Intelligence, Custom Asics, hyperscale, semiconductors, Specialized Computing | Login |
| Jun 30, 2025 | Fund Letters | Baron Durable Advantage Fund | AVGO | Broadcom Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, data center, Enterprise software, fabless, hyperscale, Networking, semiconductors, Vmware | Login |
| Jun 30, 2025 | Fund Letters | Mar Vista US Quality Select | AVGO | Broadcom | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI ASICs, AI infrastructure, custom chips, growth, hyperscalers, semiconductors, technology | Login |
| Jun 30, 2025 | Fund Letters | Aristotle Atlantic Core Equity Strategy | AVGO | Broadcom Inc. | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | AI compute, AI silicon, inference, Networking, semiconductors, technology, Training, Vmware | Login |
| Jun 30, 2025 | Fund Letters | Janus Henderson Forty Fund | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI infrastructure, custom silicon, GPU Alternative, hyperscaler, Merchant Silicon, semiconductors | Login |
| Jun 30, 2025 | Fund Letters | Impax US Sustainable Economy Fund | AVGO | Broadcom Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI data centers, ASIC chips, Connectivity Infrastructure, custom silicon, Data Center Compute, energy efficiency, semiconductors | Login |
| Jun 30, 2025 | Fund Letters | Aristotle Core Equity Fund | AVGO | Broadcom Inc. | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | AI compute, AI silicon, inference, Networking, semiconductors, Training, Vmware | Login |
| Jun 30, 2025 | Fund Letters | ClearBridge Investments Dividend Strategy | AVGO | Broadcom Inc | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI, Artificial Intelligence, entry point, profit-taking, semiconductors, technology, Valuation Discipline | Login |
| Jun 30, 2025 | Fund Letters | Edgewood Management | AVGO | Broadcom Inc. | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | AI chips, capital return, custom silicon, datacenter, high margins, hyperscaler, infrastructure software, M&A, Private Cloud, semiconductors, Vmware | Login |
| Jun 30, 2025 | Fund Letters | Biondo Investment Advisors | AVGO | Broadcom Inc. | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | AI infrastructure, capital return, custom silicon, Enterprise software, high margins, hyperscalers, M&A, Private Cloud, semiconductors, Vmware | Login |
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