{"id":159434,"date":"2025-11-02T22:02:14","date_gmt":"2025-11-02T22:02:14","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/159434\/"},"modified":"2025-11-02T22:02:14","modified_gmt":"2025-11-02T22:02:14","slug":"analyst-says-broadcom-avgo-among-the-best-ai-semiconductor-stocks-to-benefit-from-bull-run-until-2030","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/159434\/","title":{"rendered":"Analyst Says Broadcom (AVGO) Among the Best AI Semiconductor Stocks to Benefit from Bull Run Until 2030"},"content":{"rendered":"\n

We recently published Top 9 AI and Non-Tech Stocks to Watch Amid Latest Earnings Season<\/a><\/strong>. Broadcom Inc (NASDAQ:AVGO) is one of the top AI and non-tech stocks.<\/p>\n

Vivek Arya, semiconductor analyst at Bank of America, said in a recent interview with CNBC that the current bull market for AI semiconductor companies could go for a couple of more years or \u201cperhaps even\u201d until 2030.<\/p>\n

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\u201cThe reason is that most infrastructure cycles tend to last for a decade or more. We have seen this with 3G and 4G, and we have the 5G cycle that started. So these cycles can last for a decade or more. And if you look at when ChatGPT started, that was in late 22, so we are just basically in the first three years of what could be a decade-long cycle. Now it\u2019s important to understand why this is happening, and I think why this is happening is that there is this virtuous kind of flywheel that we have where there\u2019s infrastructure spending that is leading to the creation of intelligence, which is being monetized, which is then being fed right back into the deployment of more infrastructure, and I think semiconductors are absolutely in the middle of a lot of those very important building blocks.\u201d<\/p>\n<\/blockquote>\n

The analyst believes Broadcom Inc (NASDAQ:AVGO) is one of the top AI semiconductor companies positioned well to benefit from this bull cycle.<\/p>\n

\"Analyst Analyst Says Broadcom (AVGO) Among the Best AI Semiconductor Stocks to Benefit from Bull Run Until 2030 <\/p>\n

Polen Focus Growth Strategy stated the following regarding Broadcom Inc. (NASDAQ:AVGO) in its\u00a0third quarter 2025 investor letter:<\/a><\/p>\n

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\u201cIn early August we initiated positions in both NVIDIA and\u00a0Broadcom Inc.<\/b><\/strong>\u00a0(NASDAQ:AVGO), after having not owned either company over the past 2\u00bd years following the initial wave of enthusiasm around Gen AI. While we have long admired both companies, their highly cyclical business models have made it extremely difficult to forecast future earnings growth with any degree of conviction. Given our approach of seeking durable and persistent earnings growth that compounds over long holding periods, our concern in holding either was that we would be forced to endure a punishing downcycle within our typical holding period \u2013 there is very little room that in a concentrated portfolio of 20-30 companies. In fact, pre ChatGPT, NVIDIA had two punishing down cycles over the preceding five years.<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"We recently published Top 9 AI and Non-Tech Stocks to Watch Amid Latest Earnings Season. Broadcom Inc (NASDAQ:AVGO)…\n","protected":false},"author":2,"featured_media":159435,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,1494,289,290,7213,9450,18,19,17,292,92736,82],"class_list":{"0":"post-159434","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-stock","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-bank-of-america","13":"tag-broadcom-inc","14":"tag-eire","15":"tag-ie","16":"tag-ireland","17":"tag-nvidia","18":"tag-semiconductor-companies","19":"tag-technology"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115482364678907523","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/159434","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=159434"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/159434\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/159435"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=159434"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=159434"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=159434"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}