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Broadcom (AVGO) is a member of my "A-List Tech Portfolio" but has been a total laggard in comparison to the other holdings in the portfolio: Apple (AAPL), Alphabet (GOOG) (GOOGL) and Amazon (AMZN). But, lately, the stock has perked up and not only was the Q3 earnings report strong, but forward revenue guidance implies an estimated 10% quarter-over-quarter gain. The high-margin enterprise software group was an outperformer, with revenue up 41% yoy. Meantime, the company is investing in enterprise level AI, a growing market and positive catalyst.