This is a great question and my answer is timely and topical, because my stock pick is Broadcom AVGO US. A $1.95 trillion designer, developer and supplier of semiconductors.
Broadcom’s stock price has risen consistently in recent times its added +630.0% in the last three years for example. But its also delivered on an earnings front with 5 year revenue growth of +128.23%, five year Earnings growth of 113.22%, and five year dividend growth of +99.06%.
Broadcom reported earnings after the close last night(11/12/25)beating on both the top and bottom lines and both operating and free cash flow margins were higher, when compared to last year.
True the stock price sold off in the post market, but to my mind a dip or pull back could present an attractive entry point.
Going forward the markets focus will be on the monetization of Broadcom’s recent deal with Google – for whom it will help manufacture TPU chips, designed to compet5e directly with Nvidia’s AI offerings.
Broadcom confirmed yesterday that Anthropic is among the first customers for the new TPUS the owner of
Claude placed an Order worth $10.0 bln back in September, and has followed that up with a new order worth $11.0 bln.
Broadcom has a lot to shoot for here, and it must deliver on this potential, if it is to keep traders happy. However the firms track record with hardware is excellent, so I am not expecting too many issues, barring any unforeseen problems at TSMCs foundries.
