Broadcom Inc. (AVGO) - 5i Research

Broadcom Inc. (AVGO $364.09)
- $364.09 P/E (TTM): 91.8X Cap: $1.71T
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Amazon.com Inc. (AMZN $231.43)
- $231.43 P/E (TTM): 34.78X Cap: $2.46T
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Broadcom Inc. (AVGO $364.09)
- $364.09 P/E (TTM): 91.8X Cap: $1.71T
- View AVGO Profile
- View Questions on AVGO
Alphabet Inc. (GOOG $251.76)
- $251.76 P/E (TTM): 25.73X Cap: $2.91T
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Microsoft Corporation (MSFT $515.36)
- $515.36 P/E (TTM): 37.38X Cap: $3.83T
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NVIDIA Corporation (NVDA $177.75)
- $177.75 P/E (TTM): 57.36X Cap: $4.31T
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Quanta Services Inc. (PWR $385.68)
- $385.68 P/E (TTM): 59.22X Cap: $57.46B
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Advanced Micro Devices Inc. (AMD $161.16)
- $161.16 P/E (TTM): 90.61X Cap: $261.53B
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Marvell Technology Inc. (MRVL $67.43)
- $67.43 Cap: $58.06B
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ASML Holding N.V. (ASML $867.30)
- $867.30 P/E (TTM): 36.05X Cap: $320.08B
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Nebius Group N.V. (NBIS $90.96)
- $90.96 Cap: $21.52B
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Q: I have owned MRVL since the early days of the tech growth story. I felt it would be one firm that could grow their business exponentially as the tech story evolved. That has not been the case.

I would appreciate your opinion on MRVL as a future growth story, or should it fail to hold up to scrutiny, what 2 firms would fit my involvement in the story (if any). I hold NVDA, AMD, CLS, ASML, MSFT and PWR as representative of the buildout of the AI/Datacenter environment.

Thanks, as always, for your comments.

Read Answer Asked by Dave on September 15, 2025

Broadcom Inc. (AVGO $364.09)
- $364.09 P/E (TTM): 91.8X Cap: $1.71T
- View AVGO Profile
- View Questions on AVGO
Advanced Micro Devices Inc. (AMD $161.16)
- $161.16 P/E (TTM): 90.61X Cap: $261.53B
- View AMD Profile
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Q: The recent price drop looks like more than a minor correction. Your thoughts, please. Thanks Jim

Read Answer Asked by jim on September 11, 2025

Broadcom Inc. (AVGO $364.09)
- $364.09 P/E (TTM): 91.8X Cap: $1.71T
- View AVGO Profile
- View Questions on AVGO
Applovin Corporation (APP $593.14)
- $593.14 P/E (TTM): 82.79X Cap: $196.86B
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Nvidia CDR (CAD Hedged) (NVDA $40.67)
- $40.67 P/E (TTM): 60.48X Cap: $5.98T
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Q: Good morning,

If an investor has done very well with NVDA (thanks to 5i) and it has grown to 12% of a portfolio, would it make sense to reduce one's NVDA position and invest in either AVGO or APP at this time? If so, which might you lean to?

Thanks,

Brad

Read Answer Asked by Bradley on September 09, 2025