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Is Broadcom (AVGO) The Best AI Chip Stock to Buy According to Jim Cramer?

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 risk and potential of AVGO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AVGO and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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