Jim Cramer Discusses These 12 Stocks & Says Trump’s Winning

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8. Broadcom Inc. (NASDAQ:AVGO)

Number of Hedge Fund Holders In Q1 2025: 158

Broadcom Inc. (NASDAQ:AVGO) is a semiconductor designer primarily known for its networking chips and modems. In today’s AI era, the firm’s shares have seen investor interest due to its custom chip design business. NVIDIA’s AI GPUs are the best-performing AI chips in the world, which has constrained their supply and led to high prices. As a result, custom chip designers such as Broadcom Inc. (NASDAQ:AVGO) have attracted companies such as OpenAI to design chips that could supplement NVIDIA’s AI chips in data centers. Broadcom Inc. (NASDAQ:AVGO) is also one of Cramer’s top stock picks for the second half. Here are his recent remarks about the company:

“Like when I looked today there’s a big Broadcom bond deal and I’m saying wow well they did a lot great things. And I see semis doing terrific things and I see them all still not that high when it comes to the price-to-earnings multiple.”

Earlier, Cramer discussed Broadcom Inc. (NASDAQ:AVGO)’s strong share price performance this year:

“You know there’s a stock, it has 1.2 billion dollars of valuation. 1.2 trillion. And the trillion’s still a lot. The company’s called Braodcom and it just hit an all time high!. It’s all time high. Now we should remember that there are companies out there that are smoking hot. Right now. And they are the leaders.

“We’re back to just talking about what’s a great secular trend. It’s like nothing happened.”

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