Broadcom Stock Ready for Bull Run as AI Giants Fuel Demand Surge

Broadcom is positioned for significant growth driven by massive AI infrastructure investments from tech giants. Google's $80 billion AI spending plan, partnerships with Meta, OpenAI, and Anthropic, plus a $73 billion AI order backlog support projections of $100+ billion in AI revenue by 2027. The company's VMware acquisition provides stable software revenue streams. Multiple analysts have raised price targets, with HSBC targeting $600 (30% upside), though the stock is no longer cheap after its 700% rally since 2023.