Best Broadcom’s Ai Upside bets News ad

Broadcom today

$ 228.72 -1.81 (-0.79%)

As of 05/23/2025 21:00

52-week range

$ 128.50

▼

$ 251.88

Dividend yield

1.03%

P/e ratio.

186.56

Value is valuable

$ 229.48

Broadcom NASDAQ: AVGO is one of 10 shares around the world with Market capitalization More than 1 trillion dollars as of May 21. This makes him one of the closest shares in the market. Retail investors and famous money managers learned this company well. He played a key role in creating the AI ​​infrastructure, which for some time increases the market.

Many large investors bought Broadcom in large quantities in the first quarter. It became clear when they released their 13F applicationsThis is a great sense, given that Broadcom promotions It fell by more than 27% in the first quarter. The analysis below will describe in detail some of the most highly profile investors who bought Broadcom in peaks. It is important to note that data on these purchases extend only until March 31. Thus, these investors could sell or buy more Broadcom shares since then. Nevertheless, knowledge of how investors think about Broadcom and similar companies in the first quarter can help retail investors understand how to view shares in the future.

Bubble Bear Bear Grantham owned almost 14 times the AVGO than NVIDIA in Q1

In the first quarter, a huge buyer of Broadcom was an investor of Jeremy Grenent. Grantham became a co -founder Grenentham, May and Van Wrollo (GMO) And it is a long -term investment strategist of the company. Grantham is often considered the opposite investor, starting against excessive market trends. Many believe that he predicted the bubble of the bubble of the bubble about two years before he jumped out. Despite Grantama’s statements that the investment AI is a bubble, GMO Grantama bought more than 1.5 million Broadcom shares in the first quarter. In addition, many of the largest shares of the company are one of the magnificent seven shares that invested tens of billions in the AI ​​infrastructure.

Nevertheless, a significant decrease in Broadcom shares in the first quarter could confirm Grantham’s allegations that the AI ​​bubble will be blown away. As of the closure of May 21, Broadcom is traded only 6% lower than its 2025. Assuming that the action remains next to this level to the end of Q2, seeing GMOs to significantly reduce its Broadcom assets in its Q2 13F, will be the logical next step. This indicates that he actually sees Broadcom as part You have a bubble And he simply took advantage of this temporarily deflation in the first quarter. Interestingly, Grantham has only $ 21 million in Nvidia NASDAQ: NVDAAgainst 291 million dollars in Broadcom. Of course, NVIDIA fell only by 19% in the first quarter, but this positioning indicates the grants sees BDOCOMO The best valueField

Renaissance, Two Sigma and Dalio buy more than 5 million Boadcom shares together

Another huge loud buyer of Broadcom in the first quarter was Renaissance TechnologiesAn investment company, which many consider to be the most successful hedge -fund of all time. The Renaissance acquired more than 2.4 million Broadcom shares in the first quarter, which significantly increased the share of the company in the company. The Renaissance, as you know, hardly pondered his thoughts in the market, which makes it difficult to defend his thinking. Nevertheless, depending on the fact that they look at the data points, it can be argued that the Renaissance can or cannot see the value in Broadcom shares.

Two Sigma advisers And Bridgewater Associates Other well -known investment companies that have acquired significant Broadcom shares in the first quarter. They bought about 2.5 million and 280,000 shares, respectively. Two Sigma became known as one of the pioneers of quantitative investment, relying largely on complex mathematical and non -traditional data for investment. For many, the founder of Bridgewater Associates Ray Galio Does not require introduction. He is a prolific author, investing the leader of thought, and built the fact that he was once the largest hedge -fund in the world.

At the end of the first quarter, two Sigma held 3.9 million Broadcom shares. The company did not even have proximity to this big position from the 3rd quarter of 2024, when it held 3.6 million shares. It is noteworthy that the average closing price of Broadcom over this period was only $ 159. In the first quarter, this figure was $ 211. The company held more shares in the first quarter, when the average closing price was about 33% higher. This suggests what it thinks The internal value of the Broadcast Very significantly increased. However, whether he sees the cost of about 230 dollars or higher, is more doubtful.

The great benefit of Broadcom in the second quarter can show the true thoughts of these investors

Since the Broadcom shares are now only in a slight level than their 2025 peakThe next 13F -shaping of these investors can show what price it is convenient for them to keep shares.

If Broadcom remains around the $ 230 mark through the rest of the Q2, the continuation of the retention of their shares may indicate that these investors see the potential for testing shares. All the time maximums About 250 dollars.

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