Quick Read AVGO surged 221% in Q3 AI revenue to $16.7B yet trades 17% lower over the past month at just 24x forward earnings. Hock Tan guided AI semiconductor revenue to $115B in FY2027 and $230B in FY2028, with supply already secured and targets Wall Street may still underweight. Reaching $550 requires 59% upside but only minimal multiple expansion, with Google, Anthropic, and OpenAI deployments named as the key catalysts. Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor) Broadcom (NASDAQ:AVGO) is already a $1.65 trillion semiconductor giant, yet CEO Hock Tan just told investors "Q3 demand was simply hot and we're just getting started." Q3 AI semiconductor revenue hit $16.7 billion, up 221% year-over-year.
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