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AVGO maintains $100 billion target for 2027 amid competitive value chain, ivana delevska notes
ivana delevska, founder / CIO at SPEAR Invest, highlights that AVGO is reiterating its $100 billion guide for 2027 while competitors are increasing their presence in the value chain.
She observes that efforts to control the value chain may not have succeeded as planned, with customers now seeking more choices. Stocks such as MRVL, ALAB, CRDO, and ANET are also mentioned in this context.
Delevska previously highlighted Dell’s sharp increase in server orders, noting that AI demand helped drive bookings from $2 billion to $34 billion in a recent period (article). She also identified NVIDIA’s earnings as a pivotal event for those tracking agentic AI trends, as the Rubin ramp advances (article). These developments come amid ongoing shifts in hardware supply chains and customer preferences.
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