Broadcom Inc. (AVGO) — closed signal from September 6, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on December 5, 2025.
Predicted vs. what happened
What happened
Hit or exceeded the predicted growth inside the window.
The thesis — published September 6, 2025
Broadcom jumped after a standout quarter and a $10B deal to design chips for OpenAI, reinforcing its lead in custom AI hardware. AI sales rose 63 percent compared to last year, and partner gains suggest strong demand across its network. There is lots more buying than usual, which often supports prices. Shares are not cheap, but fresh news and firm orders could keep the stock climbing over the next three months.
Primary drivers
- A $10B deal to design chips for OpenAI signals strong demand
- AI sales rose 63 percent compared to last year, showing momentum
- Buying interest is far above normal, often a positive price sign
- Partners are also performing well, hinting at broad ecosystem strength
How it played out
AVGO: target was not reached
Lyra published AVGO at $333.68 with an expected gain of 25 percent and a target of $415.59. The thesis pointed to a $10B deal to design chips for OpenAI, artificial intelligence sales up 63 percent compared to last year, buying interest far above normal, and stronger partner performance.
Inside the window, AVGO rose but stayed below the target. It peaked at $402.23 on 2025-11-28, with a peak gain of 20.5 percent. It never reached $415.59. The signal ended at $389.49. The thesis partially played out, but the published target missed.
What happened during the window
On October 13, 2025, OpenAI and Broadcom announced a multi-year agreement to co-develop and deploy 10 gigawatts of custom artificial intelligence accelerators and rack systems. Deployment was expected to start in the second half of 2026.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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