Middle Coast Investing’s third-quarter 2025 investor letter revealed a strong performance, with US Portfolios returning 9.6% and European Portfolios appreciating by 5.5%. Broadcom Inc. (NASDAQ: AVGO) was highlighted as a top stock pick, trading at $338.37 per share with a market cap of $1.598 trillion. The firm views semiconductor companies like AVGO as essential for AI growth, despite its high valuations. AVGO is the 12th most popular stock among hedge funds, reporting a record revenue of $16 billion in Q3 2025.

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