Broadcom Inc. (AVGO) - 5i Research

Broadcom Inc. (AVGO $323.62)
- $323.62 P/E (TTM): 71.91X Cap: $1.59T
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Broadcom Inc. (AVGO $323.62)
- $323.62 P/E (TTM): 71.91X Cap: $1.59T
- View AVGO Profile
- View Questions on AVGO

Q: What is AI revenue? It is growing at $8.4 billion, and it's an incredible 106% increase year-over-year?

Read Answer Asked by francis on March 06, 2026

Broadcom Inc. (AVGO $323.62)
- $323.62 P/E (TTM): 71.91X Cap: $1.59T
- View AVGO Profile
- View Questions on AVGO
Alphabet Inc. (GOOG $302.09)
- $302.09 P/E (TTM): 28.53X Cap: $3.67T
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Microsoft Corporation (MSFT $396.16)
- $396.16 P/E (TTM): 25.32X Cap: $2.98T
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Micron Technology Inc. (MU $420.94)
- $420.94 P/E (TTM): 39.8X Cap: $2.28T
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NVIDIA Corporation (NVDA $181.11)
- $181.11 P/E (TTM): 37.97X Cap: $4.45T
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Teradyne Inc. (TER $286.30)
- $286.30 P/E (TTM): 87.03X Cap: $44.87B
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Vertiv Holdings LLC Class A (VRT $260.04)
- $260.04 P/E (TTM): 78.67X Cap: $101.53B
- View VRT Profile
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Nebius Group N.V. (NBIS $114.00)
- $114.00 Cap: $26.66B
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Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.

Read Answer Asked by Maureen on March 05, 2026

Broadcom Inc. (AVGO $323.62)
- $323.62 P/E (TTM): 71.91X Cap: $1.59T
- View AVGO Profile
- View Questions on AVGO
Cisco Systems Inc. (CSCO $78.10)
- $78.10 P/E (TTM): 28.09X Cap: $307.06B
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General Dynamics Corporation (GD $354.84)
- $354.84 P/E (TTM): 22.9X Cap: $96.05B
- View GD Profile
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Northrop Grumman Corporation (NOC $737.42)
- $737.42 P/E (TTM): 25.21X Cap: $104.49B
- View NOC Profile
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Amplify Cybersecurity ETF (HACK $77.73)
- $77.73 P/E (TTM): 35.21X Cap: $1.96B
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First Trust NASDAQ CEA Cybersecurity ETF (CIBR $64.98)
- $64.98 P/E (TTM): 33.62X Cap: $9.86B
- View CIBR Profile
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Evolve Cyber Security Index Fund (CYBR $49.35)
- $49.35 P/E (TTM): 34.73X Cap: $144M
- View CYBR Profile
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Fastly Inc. (FSLY $24.88)
- $24.88 Cap: $3.67B
- View FSLY Profile
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Cloudflare Inc. Class A (NET $210.24)
- $210.24 Cap: $74.65B
- View NET Profile
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iShares Cybersecurity and Tech ETF (IHAK $44.24)
- $44.24 P/E (TTM): 25.97X Cap: $730M
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Q: Hi 5i, I own BUG (not in your database) since about its low in 2023 . In 2025, it has underperformed ETFs like CIBR, HACK. IHAK did not do very well either.

First question: Why the discrepancies between these ETFs performance, BUG in particular? Some bad holdings?

Second question: Is it worth to have this kind of niche ETFs if we have broader ETFs like QQQ?

Third question: I could Sell BUG for a small profit, or Hold for a bit hoping a better price, or switch to a more expensive ETF (my last choice). Your pick?

Have a good weekend.

Read Answer Asked by Denise on February 20, 2026