$Broadcom(AVGO)$ Earlier this year, Tan said, "We have line of sight to achieve AI revenue from chips, just chips, in excess of $100 billion in 2027." For context, Broadcom's total revenue was roughly $64 billion in 2025, and its AI semiconductor revenue was just $10.8 billion in Q2, which helps underscore the magnitude of the growth yet to come.
Yet for all that opportunity, the stock is selling for 19 times next year's expected earnings. That's an attractive price for an industry leader driven by strong secular tailwinds.
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