Broadcom: A Trillion-Dollar Valuation Will Be Fair

  • Broadcom's fundamentals remain stable-as-table, and the company is well-equipped to continue aggressively capitalizing on accelerating AI adoption. The AI industry is still in its early stages, with a projected 35.7% CAGR by 2030, benefiting Broadcom's growth prospects. Recent Q1 earnings releases from TSM and SK hynix are strong indications that AI momentum keeps accumulating.