Is Broadcom (AVGO) The Best AI Chips Stock to Buy Now?

On Sept. 17, Congressman Cleo Fields bought Broadcom Inc (NASDAQ:AVGO) shares worthy betwixt $15,001 – $50,000. The semiconductor giant’s shares are up astir 7% since then. According to disclosures made successful October, US Representatives Ro Khanna and Michael T. McCaul also bought stakes successful Broadcom Inc (NASDAQ:AVGO). The banal has gained 10% since these transactions.

Polen Focus Growth Strategy stated the pursuing regarding Broadcom Inc. (NASDAQ:AVGO) successful its third 4th 2025 capitalist letter:

“In aboriginal August we initiated positions successful some NVIDIA and Broadcom Inc. (NASDAQ:AVGO), aft having not owned either institution implicit the past 2½ years pursuing the archetypal question of enthusiasm astir Gen AI. While we person agelong admired some companies, their highly cyclical concern models person made it highly hard to forecast aboriginal net maturation with immoderate grade of conviction. Given our attack of seeking durable and persistent net maturation that compounds implicit agelong holding periods, our interest successful holding either was that we would beryllium forced to endure a punishing downcycle wrong our emblematic holding play – determination is precise small country that successful a concentrated portfolio of 20-30 companies. In fact, pre ChatGPT, NVIDIA had 2 punishing down cycles implicit the preceding 5 years.

While we admit the imaginable of AVGO arsenic an investment, our condemnation lies successful the content that immoderate AI stocks clasp greater committedness for delivering higher returns and person constricted downside risk. If you are looking for an highly inexpensive AI banal that is besides a large beneficiary of Trump tariffs and onshoring, spot our escaped study connected the best short-term AI stock.