Broadcom Inc (NASDAQ:AVGO) is named as one of the top 10 stocks to buy and sell in 2025 by analysts. Melius Research managing director, Ben Reitzes, predicts AI chip companies, like Broadcom, will benefit from the increase in usage of LLMs and inference. Seat-based business models are under threat from AI.

Broadcom’s moat lies in its production of ASICs, chips designed for specific applications. As major companies seek custom chips to compete with Nvidia and lower costs, Broadcom is positioned to thrive. Top AI spenders are partnering with Broadcom to develop high-margin, high-volume custom chips, potentially driving substantial growth in revenue and profits.

Mar Vista U.S. Quality Premier Strategy stated that Broadcom Inc. (NASDAQ:AVGO) rebounded from a decline in Q1 2025. Investor concerns over trade tensions and suboptimal returns on large-scale AI capex were proven overstated. The company delivered solid fiscal Q2 2025 and projects accelerating AI semiconductor revenue growth through FY2026.

Read more at Yahoo Finance: Analyst Explains Why He’s Bullish on Broadcom (AVGO) Amid AI Agent Revolution