Best GEAI stcok to own longterm
7/30/2025 05:41am
**For a long-term investment in the AI space, consider Broadcom (AVGO)**. Here's why:
1. **Strategic Positioning**: Broadcom has made significant investments in AI, with semiconductor revenue supporting AI systems constituting 15% of total chip sales. This is projected to grow to over 25% by FY2024.
2. **Financial Growth**: The company has demonstrated strong revenue growth, with a YoY increase of over 15%. Earnings per share (EPS) have also shown positive growth, with a YoY increase of over 10%.
3. **Innovation and R&D**: Broadcom's focus on innovation and R&D is evident, with continuous investments in AI and semiconductor technologies.
4. **Market Demand**: The demand for AI and semiconductor equipment is high, with Broadcom's products supporting AI systems and the growing 5G market.
5. **Financial Stability**: Broadcom has a strong net margin, indicating efficient management and a solid financial foundation.
6. **Dividend and Share Buyback**: The company has a history of dividend payments and share buybacks, which can be attractive for long-term investors seeking income and capital appreciation.
In conclusion, Broadcom's strategic positioning, financial growth, innovation, market demand, financial stability, and dividend policy make it a strong candidate for a long-term investment in the AI space.
Theme is AI; Revenue YoY Growth Rate > 15%; EPS YoY Growth Rate > 10%; R&D Expenses YoY Growth Rate > 5%; Net Margin > 10%; Top 10 Sorted by Quantitative Recommendation Score
|code|stock code|stock name|Last Price|Last Change|Theme|Inclusion Reason|market_code|
|---|---|---|---|---|---|---|---|
|AVGO|AVGO.O|Broadcom|297.42|1.060143|||185|
|MU|MU.O|Micron Technology|111.96|0.638202|||185|
|NVDA|NVDA.O|Nvidia|175.51|-0.701556|||185|