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AVGO · Broadcom

The second-growth-curve play of the AI era: custom ASICs for Google, Meta, and Apple, layered on a VMware software transformation that's rewriting how the market values this name.

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AVGO · Broadcom — The defining second-curve play of the AI era: custom ASICs serving Google, Meta, and Apple, layered on a VMware software transformation that's rewriting the market's valuation anchor for this name.

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ARM Holdings — The Royalty Collector of the Chip World

ARM Holdings (ARM) — The royalty collector of global chip architecture IP, licensing its designs from mobile all the way to the data center: ARM now commands ~50% of hyperscaler CPU compute. At a forward P/E of ~124x, this is a growth stock with a decade of upside already baked into the price.

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