Broadcom Inc. (AVGO) — closed signal from September 20, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on December 19, 2025.
Predicted vs. what happened
What happened
Hit or exceeded the predicted growth inside the window.
The thesis — published September 20, 2025
Broadcom makes key chips and software for data centers and phones, so it benefits as AI and high-speed networks expand. Its mix of hardware and software makes earnings less bumpy. The price trend has been favorable lately, but the stock already looks expensive after a big run. In a friendly market, a dip could be a chance for a 1-3 month trade. We will track deal integration, chip cycle swings, and shifts in investor style that could squeeze valuations.
Primary drivers
- Growing demand for AI-related chips and custom parts used in fast networks
- Price trend looks healthy, with lots more people buying than usual lately in recent sessions
- Hardware plus software mix helps keep profits steadier across the year for investors
- Positive market mood toward AI chip makers can boost interest and pricing in the near term
How it played out
AVGO: target missed after a 20.2% peak gain
Lyra published AVGO at $344.28 on 2025-09-20 for a short-term window ending 2025-12-19. The thesis looked for 24% growth. It pointed to demand for artificial intelligence chips and fast-network custom parts, a healthy price trend, a hardware plus software mix, and positive market mood toward chip makers.
Inside the window, AVGO peaked at $413.82 on 2025-12-10, with a 20.2% gain. That stayed below the $426.09 target, so the target was never reached. The stock ended at $339.71. The thesis partly played out on direction and momentum, but missed the published target.
What happened during the window
On 2025-12-12, Broadcom reported fiscal fourth-quarter revenue of $18.02 billion and quarterly profit of $8.518 billion. The company also projected $8.2 billion in artificial intelligence revenue for the next quarter. These were reported after the stock had already peaked inside Lyra's window.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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