Jim Cramer’s 5 Stocks Review: MSFT, AVGO, and Market Rotation

2. Broadcom Inc. (NASDAQ:AVGO)

Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer reviewed on Mad Money while discussing the recent market rotation. Cramer highlighted the company’s partnership with Meta, as he remarked:

How about Meta, partnered with Broadcom to make tens of millions of custom chips that it desperately needs? You may think it’s fanciable to discuss a no-name company like Broadcom, but did you even realize that it’s actually bigger in market cap size than Meta? Can’t be. No, it is. After the stock’s 4.2% rally today, isn’t that incredible? I’m going to be sure of this because you never know with these things. But I have to tell you, this Meta is back, okay? But Broadcom is the one that I think you need to focus on. What a rally. Yeah, $1.8 trillion.

Broadcom Inc. (NASDAQ:AVGO) supplies semiconductor devices and infrastructure software, including networking, connectivity, and storage solutions. The company’s products are used for applications in data centers, telecommunications, broadband, smartphones, industrial systems, and AI networking.