Hi,
I was looking into investing in Broadcom as they appear to be one of the best performing stock (over the last 5 years) in the semiconductor industry. I was wondering if people could share their opinion on them?
The main risk I see that Apple is about 20% of Broadcom revenue and they might replace the Broadcom wifi chipsets with their inhouse chipsets from FY2025 (There was other news related to Apple pausing development on their wifi chipsets which would benefit Broadcom).
[link] [comments] https://www.reddit.com/r/stocks/comments/12iq6q0/opinion_on_broadcom_avgo/
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