This Analyst Was Right About Broadcom (AVGO) – Stock Up 50% Since Her Recommendation

“Their AI business in their quarter grew threefold year over year. Their VMware business is growing 4 billion on a revenue run rate basis. Those two pieces within Broadcom represent over 50% of total revenues. And then add on at Goldman conference, they're very, very bullish about their business and they're reiterating all kinds of great targets. I mean, their AI business at the beginning of this year, Scott, was $7.5 billion—that was their target for the full year in AI. They're now at 12 billion, and that's just these numbers are crazy, they're great. And so for me, when it fell last Friday 10%, on Monday I added to it. I added again to it yesterday because I don't think it's fully appreciated because I think everybody gives all the credit in the world to Nvidia, which they should. It's a wonderful company, been a great stock, but there are other names to play as well, especially when I don't think it is as appreciated in the marketplace,” Link said at the time.