--- title: "AVGO Broadcom" canonical: "https://supercyclehq.com/stock/broadcom" type: "stock" dataAsOf: "2026-11-06" ticker: "AVGO" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Broadcom (AVGO) Broadcom is a diversified semiconductor and software company. ## AI Exposure Score **78/100, Core.** Sells custom AI accelerators for hyperscalers plus the Ethernet switch silicon connecting GPU clusters, alongside VMware software. AI semiconductors are the dominant growth engine, with legacy chip and software businesses providing a stable base. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $293.69 | | Change 1d | +0.74% | | Change 7d | -9.93% | | Change 30d | -18.45% | | Change 1y | -15.33% | | 52-week high | $479.94 | | 52-week low | $291.53 | | Market cap | $1.40T | | P/E | 37.51 | | EPS | $7.83 | | Next earnings | 2026-12-09 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Palo Alto, California | | CEO | Hock Eng Tan | | Employees | 33,000 | | Website | https://www.broadcom.com | | Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors), [Cloud & Hyperscalers](https://supercyclehq.com/category/cloud-infrastructure) | ## What the company does Broadcom is a diversified semiconductor and software company. It makes money selling chips for networking, connectivity, and custom computing, plus enterprise software including VMware, giving it both silicon and software revenue at scale. Its AI business has two engines: custom AI accelerator chips designed for hyperscale customers, and Ethernet switch silicon, including Tomahawk 5 and Jericho3-AI, that connects GPU clusters. VMware Cloud Foundation anchors the software side in enterprise data centers. Tracing its roots to 1961 and headquartered in Palo Alto, California, Broadcom trades on the NASDAQ and employs about 33,000 people. ## Role in the AI buildout Broadcom sits in the Semiconductors layer of the buildout with deep ties into Cloud & Hyperscalers. Its custom AI accelerators give hyperscalers an alternative to off-the-shelf GPUs, and its Tomahawk and Jericho switch silicon carries the traffic between GPU clusters. AI semiconductors are the dominant growth engine, with legacy chip and software businesses providing a stable base, which earns it an AI Exposure Score of 78 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $2.2B | 4.54% | increased | 2026-06-30 | | [Chase Coleman](https://supercyclehq.com/investors/chase-coleman) | Tiger Global | $662.6M | 2.76% | trimmed | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $497.8M | 2.04% | trimmed | 2026-06-30 | | [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $153.8M | 1.00% | trimmed | 2026-06-30 | | [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $62.4M | 0.82% | increased | 2026-06-30 | | [Light Street Capital](https://supercyclehq.com/investors/light-street) | Light Street Capital Management | $57.9M | 6.81% | increased | 2026-06-30 | | [David Tepper](https://supercyclehq.com/investors/david-tepper) | Appaloosa Management | $56.7M | 0.76% | new | 2026-06-30 | | [Whale Rock Capital](https://supercyclehq.com/investors/whale-rock) | Whale Rock Capital Management | $22.6M | 0.18% | trimmed | 2026-06-30 | ## Recent news - [Broadcom's AI Revenue Is Exploding. Here's What Investors Should Watch Next.](https://www.fool.com/investing/2026/11/06/broadcoms-ai-revenue-is-exploding-heres-what-inves/?.tsrc=rss) (source, 2026-11-06) - [Anthropic’s “Down Quarter” Highlights Broadcom’s $161 Billion Risk](https://www.tikr.com/blog/anthropics-down-quarter-highlights-broadcoms-161-billion-risk?ref=yahoofinance&tlnk=yf-261106-4p9pf5mh&.tsrc=rss) (source, 2026-11-06) - [Broadcom Is Still Down 22% in the Past Month: Is AVGO Stock Really on a Road to Recovery?](https://247wallst.com/investing/2026/11/06/broadcom-is-still-down-22-in-the-past-month-is-avgo-stock-really-on-a-road-to-recovery/?.tsrc=rss) (source, 2026-11-06) - [Cathie Wood Makes $437 Million In Trades. Adds Nvidia, SpaceX; Offloads Broadcom](https://finance.yahoo.com/m/be001c9f-c94b-3a4d-9a7d-61cb27b85933/cathie-wood-makes-%24437.html?.tsrc=rss) (source, 2026-11-06) - [Broadcom Stocks Rise 3.56% as AI Chip Rebound Lifts Custom Silicon Leader](https://finance.yahoo.com/technology/ai/articles/broadcom-stocks-rise-3-56-160759882.html?.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does Broadcom do? Broadcom sells semiconductors for networking, connectivity, and custom computing, plus enterprise software including VMware. Its customers range from hyperscale cloud providers to enterprises running data centers. ### How is Broadcom exposed to AI? Strongly. Custom AI accelerators for hyperscalers and the Ethernet switch silicon connecting GPU clusters are its dominant growth engine, on a stable base of legacy chips and software. Supercycle gives it an AI Exposure Score of 78 out of 100. ### What are Broadcom's main AI products? Custom AI ASIC accelerators built for hyperscale customers, the Jericho3-AI and Tomahawk 5 Ethernet switch chips for AI networking, and VMware Cloud Foundation on the software side. ### Where is Broadcom headquartered and who leads it? Broadcom is headquartered in Palo Alto, California, and led by CEO Hock Tan. The company was founded in 1961, employs about 33,000 people, and its shares trade on the NASDAQ. ### Is AVGO a pure play AI stock? No, but AI drives its growth. Custom accelerators and AI networking silicon lead the business while legacy chips and software provide the base. Its AI Exposure Score of 78 out of 100 sits high on the leaderboard. --- Source: https://supercyclehq.com/stock/broadcom. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.