Forget a Recession: Broadcom (AVGO) and Alphabet (GOOG) Are Growth Stocks To Buy Hand Over Fist
Portfolio Pulse from
Despite recession fears, Broadcom (AVGO) and Alphabet (GOOG) demonstrate strong growth potential through AI infrastructure, cloud services, and strategic investments. Both companies show impressive revenue growth and are positioning themselves as key players in the AI technology landscape.
March 30, 2025 | 3:30 pm
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POSITIVE IMPACT
Broadcom's AI-related revenue hit $4.1 billion last quarter, up 77% YoY, with strong cloud demand and hyperscaler investments driving growth.
Strong AI chip sales, expanding hyperscaler relationships, and projected AI revenue growth indicate positive short-term stock performance.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Alphabet's AI infrastructure and generative AI solutions drove 30% revenue surge in Q4, with Google Cloud showing strong potential and a low forward P/E ratio.
AI-driven revenue growth, attractive valuation, and strong cloud performance suggest positive short-term stock momentum.
CONFIDENCE 80
IMPORTANCE 85
RELEVANCE 100