Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersMar Vista US Quality SelectAVGO Broadcom Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI ASICs, AI infrastructure, custom chips, growth, hyperscalers, semiconductors, technology
Jun 30, 2025Fund LettersAristotle Atlantic Core Equity StrategyAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI compute, AI silicon, inference, Networking, semiconductors, technology, Training, Vmware
Jun 30, 2025Fund LettersJanus Henderson Forty FundAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, custom silicon, GPU Alternative, hyperscaler, Merchant Silicon, semiconductors
Jun 30, 2025Fund LettersImpax US Sustainable Economy FundAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI data centers, ASIC chips, Connectivity Infrastructure, custom silicon, Data Center Compute, energy efficiency, semiconductors
Jun 30, 2025Fund LettersAristotle Core Equity FundAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI compute, AI silicon, inference, Networking, semiconductors, Training, Vmware
Jun 30, 2025Fund LettersClearBridge Investments Dividend StrategyAVGO Broadcom Inc Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Artificial Intelligence, entry point, profit-taking, semiconductors, technology, Valuation Discipline
Jun 30, 2025Fund LettersEdgewood ManagementAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI chips, capital return, custom silicon, datacenter, high margins, hyperscaler, infrastructure software, M&A, Private Cloud, semiconductors, Vmware
Jun 30, 2025Fund LettersBiondo Investment AdvisorsAVGO Broadcom Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAI infrastructure, capital return, custom silicon, Enterprise software, high margins, hyperscalers, M&A, Private Cloud, semiconductors, Vmware
Jun 30, 2025Fund LettersAlan BreedAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, capital return, custom silicon, Free Cash Flow, hyperscalers, Software
Jun 30, 2025Fund LettersSilas MyersAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, ASICs, cashflow, hyperscalers, Margins, semiconductors
Jun 30, 2025Fund LettersSilas MyersAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, ASICs, datacenter, hyperscalers, semiconductors
Jun 6, 2025Twitter / X@Wiseman_CapAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQBroadcom, Connectivity, Custom, Ethernet, semiconductors, Silicon, Simulation, Xpu
Mar 31, 2025Fund LettersMar Vista’s U.S. Quality SelectAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI ASICs, capital allocation, custom silicon, Customer Diversification, hyperscalers, margin expansion, semiconductors, Software, Vmware
Mar 31, 2025Fund LettersMar Vista Global Equity FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI ASICs, cloud infrastructure, custom chips, data centers, hyperscalers, M&A, semiconductors, Software, technology, Vmware
Mar 31, 2025Fund LettersMar Vista’s U.S. QualityAVGO Broadcom Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI ASICs, Artificial Intelligence, custom silicon, data center, hyperscalers, semiconductors, Vmware
Jan 13, 2025Fund LettersMunro Global Growth FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, ASICs, custom silicon, data centers, fabless, growth, hyperscale, semiconductors
Dec 31, 2024Fund LettersBell Global Equities FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, custom chips, data centers, Enterprise software, high margins, M&A, semiconductors, Software
Dec 31, 2024Fund LettersMar Vista’s U.S. Quality SelectAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI accelerators, Custom AI Solutions, semiconductors, software business, technology hardware, VMware Acquisition
Dec 31, 2024Fund LettersMar Vista Global Equity FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI accelerators, custom silicon, data center, semiconductors, Software, technology, Vmware
Dec 31, 2024Fund LettersMar Vista’s U.S. QualityAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI accelerators, custom silicon, data center, growth, semiconductors, software integration, Vmware

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