Broadcom: Making A Solid Case For Its Nvidia Moment

2026-03-06 12:00:24 ET

Broadcom Is Enjoying The Limelight Now

Is it finally time for Broadcom Inc.’s ( AVGO ) to replicate Nvidia’s ( NVDA ) finest moment? Well, the fact that Nvidia stock has been trending sideways despite posting what I thought was a massive beat and raise earnings scorecard recently, I believe, suggests that the market was still looking for more juice, from the King of AI. After becoming the world's most valuable company, Nvidia finished fiscal 2026 with almost 66% in revenue growth, a number that is arguably an envy even for companies that are half its market cap....

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