Why Broadcom Has Been My Best Buy for 3 Months in a Row

Broadcom's AI chip revenue is accelerating (93% YoY guided) while trading at just ~21x forward free cash flow, per 7investing's Erickson.

• $100B+ AI revenue target: Broadcom expects to capture over $100 billion/year in AI product revenue, originally guided for 2030 but now targeting $120 billion by 2027 — three years ahead of schedule.
• Accelerating growth, not decelerating: Quarterly revenue growth hit 29% (Q1), 48% (Q2), 86% (Q3) year-over-year, with Q4 guidance of $34.8B implying 93% YoY growth; free cash flow margin also rose to 46%.

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