Move Over Nvidia, Is This the New Best Chip Stock For 2025?

Broadcom blew away investor expectations for 2025 with its soaring AI revenue. Will it give Nvidia (NVDA stock) a run for its money this next year? Chip Stock Investor reveals its expectations for Broadcom in this important video.

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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

Chapters:
00:00 Broadcom's Earnings Breakdown
00:34 Market Cycle and Segment Performance
02:19 Networking Segment Insights
03:50 Infrastructure Software and VMware Integration
05:56 Free Cash Flow and Financial Strategy
09:39 Conclusion and Future Outlook

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Nick and Kasey own shares of Broadcom

[shannonoliver]

You two deserve major kudos on AVGO; you've been making some great videos on AVGO for over a year. It's actually what sold me on CSI over a year ago now; the analysis was superb, and there was no close 2nd to your detailed long-form videos. Many of them BB (before beard); this is how I date my investing calendar now😂. Thanks for sharing your knowledge with us; it's been a tremendous help to me, and I'm incredibly grateful.

[zebbie]

This is one of my bigger positions now, thx in part to you guys. Started buying in May and have been adding to the position since.

[mdo]

My best stock 940 shares with the splits…thx to you guys over 18 months ago you convinced me about their greatness after VMWare

[geordiehawkins]

Great update. One of my top 5 holdings and looking forward to more amazing growth

[crawlingpuncture]

Broadcom and Marvell all the way for 2025🚀🚀

[Matthewbyrd]

incredible moment for broadcom. I remember last call when Tan said that ASICs could overtake GPUs and it seem like his bullishness wasn't truly digested by the street - well, this time it has been

[WhiteMochato]

I love your videos, everytime you talk about stock after the wave....

[SkipperGoesDark]

I agree that you won’t see much change on the infrastructure income, right now. Many companies does not have a “here and now” alternative to vsphere. They need to look at the market first and find what suits their needs. So contracts have been renewed and you won’t see the “vmware exodus” for a while. But it will come and the competition knows this.

[sagig]

Great video guys. I love this stock. Hock in my opinion is one of the most underestimated CEOs in the market. What he has done for this stock in last 10 yrs is phenomenal. But I don't think he cares to be underestimated, in fact, probably he prefers it. These earnings were fantastic in my opinion.

[markkurautanen]

We'll see what users do when VMWare's prices rise. Will Nutanix replace it? Maybe Nutanix is ​​a better system for a cloud environment anyway. What do you think?

[azulsimmons]

Man, I find it so hard to get behind these companies trading at 20 plus times sales with even more insane P/E ratios. I haven't seen many stocks sustain that valuation for long periods, especially that much time sales during even remotely sane markets.

[specsbundy]

I am a little confused based on the thumbnail. So for know it is not the top stock and you currently are not nibbling? Or it it is the top stock at the moment? Great content and analysis as always.

[riffsoffov]

There's been research lately about self-replicating AI. Any cyber-security stocks likely to benefit?

[SPJ]

I think TSSI will be the best chip stock performer of 2025.

[danielsr.]

For 2025: Teradyne, Keysight and same same every year Advantest

[tliew]

Hock Tan likes to keep his hand hidden unless he knows for sure. Just saying how I have noticed his conference calls and how his is often very spot on. Crazy though to say XPU market is expected to be $60-90 Big B in couple of years.

[steveallen]

Nvidia will move when Blackwell hits the market, but I do hold Broadcom and it should show better returns! I'm also liking Tower Semiconductors too!

[rukgar]

I would say AMD is probably going to have the best 2025 given how they've been kicked down lately

[silambarasanbalasubramani]

IBM also legacy technologies and Datacentre like Vmware, has Quantum and Chip design as well is it a Buy?

[sneakersda]

If you’re longterm, SMCI and INTEL at these prices are going to be shocking in a few years.