Broadcom Inc. (AVGO): Billionaire Ray Dalio Continues to Be Bullish

Broadcom Inc. (NASDAQ:AVGO) is one of the 15 Best Stocks to Buy According to Billionaire Ray Dalio.

Broadcom Inc. (NASDAQ:AVGO) became of interest to Bridgewater Associates just before the AI boom swept markets. The fund first bought a stake in the company at the end of 2021. This position comprised just 16,000 shares. Over the coming years and months, it has added to this, increasing it to 1.17 million shares at the end of the fourth quarter of 2025. Compared to filings for the third quarter of 2025, this represents an increase of close to 40%. Since 2021, Broadcom has featured in the 13F portfolio of Bridgewater Associates consistently, except for two exceptions: the second quarter of 2022 and the second quarter of 2023.

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Broadcom Inc. (NASDAQ:AVGO) is one of the most important AI stocks for hedge funds. This is because it is only among a handful of firms, and in reality, the only NVIDIA competitor, as it has a two-engine growth story, combining high-growth AI hardware with stable, high-margin software. A key competitive advantage the company has over peers is that it markets custom AI chips. Additionally, the acquisition of VMware by the chip firm has become a case study in private-equity-style corporate management. Broadcom has transitioned VMware from perpetual licenses to a subscription model, shedding low-margin segments and focusing on high-value enterprise bundles.

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