Broadcom Inc. (AVGO) is a top AI stock to watch in September, according to RiskReversal Advisors’ Dan Nathan. AVGO expects $6.2 billion in AI revenue for Q4, up 66% from last year, with $10 billion in new AI infrastructure orders. AVGO’s focus on custom chips and collaboration with major AI companies positions it for growth.

Janus Henderson Forty Fund praises AVGO’s leadership in AI infrastructure, benefiting from hyperscalers’ interest in alternative silicon to Nvidia. The company’s custom silicon development offers cost efficiency for specific workloads. Custom silicon is gaining share over merchant chips, making AVGO a clear beneficiary of this shift in the market.

While AVGO shows promise as an investment, other AI stocks may offer higher returns with limited downside risk. For an extremely cheap AI stock that benefits from Trump tariffs, explore the report on the best short-term AI stock. Discover more potential stocks that could double in three years or hidden AI stocks to buy now.

Read more at Yahoo Finance: Is Broadcom (AVGO) The Next Nvidia? Analyst Shares His Thoughts