Buy AVGO by Dec 10, 2026.

I have been noticing deeper into Broadcom ($AVGO), and I think the most interesting part of the story is being missed. Broadcom does not need to beat Nvidia in GPUs. Its bigger opportunity may come from what happens after hyperscalers realise they cannot economically depend on Nvidia for every AI workload. Broadcom’s recent growth already shows how quickly this is developing. Q3 revenue reached $29.6 billion, up 86% year over year, while AI semiconductor revenue jumped 221% to $16.7 billion. …