We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Broadcom Inc. (NASDAQ:AVGO) ranks #6 (see the Jim Cramer’s top 5 stock picks in 2026 here).
Jim Cramer recently said that semiconductor stocks like Broadcom Inc. (NASDAQ:AVGO) remain hot amid rising demand for chips. He told investors that money might be getting out of software stocks like Salesforce and into chip stocks like Broadcom Inc. (NASDAQ:AVGO). AVGO ranks sixth in our list of stocks in Jim Cramer stock portfolio.
Cramer said in October that investors should not worry about competition for Broadcom Inc. (NASDAQ:AVGO) because there is a lot of business for the company.
“The reason why you don’t have to worry is there’s so much business out there for Broadcom,” he said. “Broadcom is everywhere. I think that you can own, my Charitable Trust owns them both (Broadcom and Cisco). That’s not because we think that both of them are going to clash. And therefore there’s only one winner. We’re doing it because both there’s so much business to be had that I think both are buys.”
Emerald Wealth Partners Focused Equity Strategy explained why they bought a stake in AVGO and the stock’s secular growth catalysts in their fourth quarter 2025 investor letter. Read the letter in detail here.
Photo from AAOI
While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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