Key Points Plug Power's stock has fallen nearly 95% in the past five years. Plug reported $5.5 million in gross profit in the fourth quarter of 2025. 10 stocks we like better than Plug Power › I first purchased shares of Plug Power (NASDAQ: PLUG) nearly four years ago, back in the spring of 2022. Plug Power seemed to have a lot of potential, and the company's $14-per-share price felt quite reasona...
Key Points Plug Power's stock has fallen nearly 95% in the past five years. Plug reported $5.5 million in gross profit in the fourth quarter of 2025. 10 stocks we like better than Plug Power › I first purchased shares of Plug Power (NASDAQ: PLUG) nearly four years ago, back in the spring of 2022. Plug Power seemed to have a lot of potential, and the company's $14-per-share price felt quite reasonable for a long-term investor at the time. As of market close on March 9, Plug Power is barely hovering above $2. My position in Plug Power is down an excruciating 76%. Overlooking red flags I've always had a healthy risk appetite when it comes to high-risk green energy investments. I'm a believer and optimist that one day our world will run on clean forms of energy only. Also, like many before me, some good investments leading up to my purchase of Plug Power gave me an inflated sense of confidence and hubris that led to overlooking a few red flags. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Plug Power had an exciting narrative a few years ago. Government support, coupled with hype around green hydrogen, made the company look like the stock of the future. ESG and clean energy, in general, generated enormous enthusiasm in the first part of this decade. What I overlooked was Plug's heavy cash burn and deeply negative margins. The company was growing revenue, but costs were mounting substantially. Plug's high overhead necessitated issuing more stock. Dilution is an investor's worst nightmare. Plug Powernow has nearly 1.4 billion shares outstanding. Since I purchased Plug Power stock, the number of issued shares has doubled. Plug Power is now also facing a class action lawsuit alleging it misled and misrepresented its funding and ability to build hydrogen facilities. The case has not yet been resolved. A ...
Key Points Palantir's growth rate continues to accelerate. The stock is trading at an incredibly high premium. 10 stocks we like better than Palantir Technologies › There have been few better stocks to own since 2023 than Palantir(NASDAQ: PLTR). The stock is up by more than 2,200% since then, although it's now down by more than 25% from the all-time high it touched in October. But it has rallied i...
Key Points Palantir's growth rate continues to accelerate. The stock is trading at an incredibly high premium. 10 stocks we like better than Palantir Technologies › There have been few better stocks to own since 2023 than Palantir(NASDAQ: PLTR). The stock is up by more than 2,200% since then, although it's now down by more than 25% from the all-time high it touched in October. But it has rallied in recent weeks from the 40% it was down. With that rally in focus, investors may be wondering: Is Palantir primed to soar again, or is it just following the broader market's movements? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Palantir has put up incredible growth figures Palantir's software platform uses artificial intelligence (AI) to process large volumes of data quickly and give people with decision-making authority the best guidance possible in real time. Originally, this platform was used for government purposes only, such as supporting intelligence gathering and military operations. While this is still a large use case for Palantir's products, the company has also expanded into the commercial sector, where it has achieved significant adoption, particularly in the U.S. Palantir is delivering impressive growth -- its revenue rose 70% year over year during its fiscal fourth quarter to $1.4 billion. Commercial revenue grew at an 82% pace versus government revenue growth of 60%, but both numbers are so impressive that it's hard to find fault in either of them. The best segment was (unsurprisingly) U.S. commercial, which rose 137% to $507 million. What's even more impressive is Palantir's total customer count. Palantir has 571 U.S. commercial clients, which is relatively small compared to the number of potential customers out there. It's hard to find a fault in any of Palantir's results; they are t...
MicrosoftMSFT has long commanded a premium valuation among technology stocks, but as shares enter 2026 against a backdrop of record cloud milestones and rising capital expenditure concerns, the investment calculus has grown considerably more nuanced. Trading at a forward 12-month Price/Sales ratio of 8.38X compared with the Zacks Computer – Software industry’s 7.02X, and carrying a Value Score of ...
MicrosoftMSFT has long commanded a premium valuation among technology stocks, but as shares enter 2026 against a backdrop of record cloud milestones and rising capital expenditure concerns, the investment calculus has grown considerably more nuanced. Trading at a forward 12-month Price/Sales ratio of 8.38X compared with the Zacks Computer – Software industry’s 7.02X, and carrying a Value Score of D, MSFT presents a case where the growth story remains intact, but the risk-reward at current prices is less compelling for new investors. MSFT's Valuation Image Source: Zacks Investment Research Azure Growth Draws Scrutiny Despite Strong Results Microsoft delivered an impressive second-quarter fiscal 2026 performance, reporting revenues of $81.3 billion, up 17% year over year, exceeding the consensus estimate. Microsoft Cloud revenues surpassed the $50 billion threshold for the first time, reaching $51.5 billion, up 26% in constant currency. The Intelligent Cloud segment generated $32.9 billion in revenues, up 29% year over year, while Azure and other cloud services grew 39% year over year, or 38% in constant currency. Non-GAAP diluted earnings per share came in at $4.14, up 24% year over year, and operating income rose 21% to $38.3 billion, reflecting an operating margin of 47%. The company also returned $12.7 billion to shareholders through dividends and share repurchases during the fiscal second quarter. Despite these results, the stock dropped sharply following the earnings release. Azure growth had decelerated from prior quarters, and capital expenditures surged 66% year over year to $37.5 billion, prompting investors to question the return timeline on that investment. Management acknowledged that customer demand continues to outpace available supply capacity, a constraint that management expects to persist through at least the end of fiscal 2026. Forward Guidance Points to Continued Momentum For the third quarter of fiscal 2026, management projects total revenues to ...
sharrocks/iStock Unreleased via Getty Images Joby Aviation's ( JOBY ) fourth quarter update suggests that the company is making solid progress towards commercialization. Certification is now looking like a 2027 event, though, which means that progress on the defense front is likely to dictate near-term returns. Joby's order book should also become more of an investor focus over the next 1-2 years ...
sharrocks/iStock Unreleased via Getty Images Joby Aviation's ( JOBY ) fourth quarter update suggests that the company is making solid progress towards commercialization. Certification is now looking like a 2027 event, though, which means that progress on the defense front is likely to dictate near-term returns. Joby's order book should also become more of an investor focus over the next 1-2 years as the company moves towards commercialization. I previously suggested that Joby’s lead over peers was becoming better reflected in its share price. At the time I felt that the company's high valuation and a lack of near-term catalysts would keep the stock range-bound in the short term. I tend to think that this will continue to be the case in 2026, particularly if investor appetite for more speculative stocks continues to wane. Joby Business Updates While Joby continues to make progress on the certification front, the company still has a ways to go. Progress has stalled on means of compliance testing, although it is unclear whether there are any material issues preventing completion. This is notable given that Archer Aviation ( ACHR ) recently completed this step, providing a clear path to demonstrating that its aircraft meet the necessary regulations. Joby's first FAA-conforming aircraft is now ready to fly, and production of aircraft for TIA testing is underway. Joby now believes that TIA testing will commence in late 2026, and testing could take something like another 6-12 months. This is difficult to predict, though, due in large part to the novel nature of Joby's aircraft. I still believe that Joby is likely to be the first eVTOL company to receive FAA certification, which largely stems from the company's long history and the investments that have been made. For example, Joby invested $3 million in its first fully conforming flight simulator, which is a mandatory component of certification in Part 135 approval. This is an under-discussed area, and it is unclear at wha...
Andrew Yang, founder and CEO of Noble Mobile and former presidential candidate, warned that the impact of artificial intelligence on American jobs will accelerate dramatically in the coming months, with major disruptions expected within the next year. Yang told CNBC that “what we’re going to see in the next six months outstrips what we’ve seen in the last 10 years because the rate of change is on ...
Andrew Yang, founder and CEO of Noble Mobile and former presidential candidate, warned that the impact of artificial intelligence on American jobs will accelerate dramatically in the coming months, with major disruptions expected within the next year. Yang told CNBC that “what we’re going to see in the next six months outstrips what we’ve seen in the last 10 years because the rate of change is on a hockey stick and heading up.” He echoed Anthropic ( ANTHRO ) CEO Dario Amodei’s prediction that up to 50% of entry-level white-collar jobs could be automated in the coming years, a forecast he said he believes. “The easiest people to fire are the people you haven’t hired yet,” Yang said, explaining why hiring of recent college graduates has plummeted and why the unemployment rate among college graduates now matches or exceeds that of non-college graduates for the first time in history. He warned that this trend is fracturing “the implicit social contract” of the American dream as young people return from college unable to find work. To address the coming displacement, Yang proposed a fundamental shift in tax policy: stop taxing labor and start taxing AI agents instead. He noted that even Amodei has publicly called for his own industry to be taxed, asking, “since when does the CEO of a major company raise his hand and say, hey, tax me and mine?” Yang argued that escape velocity for AI development has already been achieved and that the competition with China “is not going to be won or lost based on the last $10 spent.” The former presidential candidate warned that the transition ahead will be “rough with a capital R and exclamation point and a giant underline,” particularly for blue-collar workers. He cited the more than two million Americans working in call centers and, more critically, the millions of truck drivers—the number one job in 28 states. “If you get to that occupation, then you’re going to see, in my opinion, riots in the streets,” Yang said, noting that many of...
Getty Images Thesis As you know, Alector, Inc. ( ALEC ) shares jumped a lot this week after we saw BTIG upgrade the stock to Buy from Neutral. The firm cited increased confidence from the company’s strategic pivot toward its blood-brain barrier delivery technology. So, what Alector is focusing on here moving forward is their Alector Brain Carrier (ABC) platform, which is basically designed to impr...
Getty Images Thesis As you know, Alector, Inc. ( ALEC ) shares jumped a lot this week after we saw BTIG upgrade the stock to Buy from Neutral. The firm cited increased confidence from the company’s strategic pivot toward its blood-brain barrier delivery technology. So, what Alector is focusing on here moving forward is their Alector Brain Carrier (ABC) platform, which is basically designed to improve the delivery of therapeutics into the brain. BTIG also set a $6 price target for the stock, which would imply quite a bit of upside with the stock currently trading in the mid-$2 range. In my previous coverage , the stock has just taken a big hit after Latozinemab’s Phase 3 failure. Shares could be picked up pretty cheaply in the mid-$1 range. However, the market was assigning a pretty big discount due to their other potential candidates still in early stages. It means the next biggest stock catalyst would be AL101, and now with a very important interim data analysis coming up in 1H26, I think it's a good time to take a closer look. However, due to the binary nature of the readout, as I'll explain, there is still a lot of risk in buying into shares now. Investors who are willing to buy in at current levels should be aware that if the upcoming interim readout is negative, then the committee could potentially recommend discontinuing the trial, and the stock will most likely see a sharp sell-off. Alector, Inc. FY25/4Q25 results Just to recap on the 4Q25/FY25 results we got in late February, Alector’s report was somewhat mixed. It’s understandable, given the company is in a transition period, advancing its neurodegenerative disease pipeline whilst also trying to wind down some collaboration milestones. Collaboration revenue declined quite a bit compared with 2024, coming in at just $6.2 million for 4Q25, down from $54.2 million back in 4Q24. For FY25, collaboration revenue was only $21.0 million compared with $100.6 million in 2024. We can put this decline down to the compl...
The judge told Phelan: "Do not take the fact that I am granting you bail and allowing the preparation of these (pre-sentence and mental health) reports as any indication as to what sentence will be on May 22, and prepare yourself for custody."
The judge told Phelan: "Do not take the fact that I am granting you bail and allowing the preparation of these (pre-sentence and mental health) reports as any indication as to what sentence will be on May 22, and prepare yourself for custody."
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Technology Stocks to Buy for the Long Term. On March 6, Stacy Rasgon from Bernstein released a research note stating that reports suggest that Washington is drafting new regulations which will require licensing for AI chip exporters to sell chips internationally. The analyst noted that it could directly impact major companies including NVIDIA Cor...
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Technology Stocks to Buy for the Long Term. On March 6, Stacy Rasgon from Bernstein released a research note stating that reports suggest that Washington is drafting new regulations which will require licensing for AI chip exporters to sell chips internationally. The analyst noted that it could directly impact major companies including NVIDIA Corporation (NASDAQ:NVDA), Advanced Micro Devices, and Broadcom. Earlier on March 5, Rasgon reiterated a Buy rating on Nvidia with a price target of $300. The analyst highlighted that the regulation has not been finalized yet and can be changed or abandoned. He also noted that this regulation does not mean a ban on exports but will allow the government to gatekeep AI exports. Here's What Bernstein Think About Nvidia (NVDA) Rasgon highlighted in the research note that Nvidia’s latest 1,000 chip shipment is expected to go through a “fairly simple review” process. He noted that Nvidia will be impacted by the regulation as much of the company’s revenue is US-led. The company’s fiscal 2026 revenue consisted of 70% sales from the US, while Taiwan based customers accounted for only 20% of the total revenue. NVIDIA Corporation (NASDAQ:NVDA) is headquartered in Santa Clara, California. It designs and sells advanced semiconductors, primarily graphics processing units and AI accelerators, that power gaming, professional visualization, data centers, and autonomous systems. While we acknowledge the potential of NVDA 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. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Follow Insider Monkey on Google...
Apple Inc. (NASDAQ:AAPL) is one of the Best Technology Stocks to Buy for the Long Term. On March 5, David Vogt from UBS maintained a Hold rating on Apple Inc. (NASDAQ:AAPL) with a price target of $280. The analyst mentioned in a research note that Apple faced a sharp decline in iPhone shipments in China. The shipments declined 37% year-over-year in January 2026 to around 2.2 million units. This fo...
Apple Inc. (NASDAQ:AAPL) is one of the Best Technology Stocks to Buy for the Long Term. On March 5, David Vogt from UBS maintained a Hold rating on Apple Inc. (NASDAQ:AAPL) with a price target of $280. The analyst mentioned in a research note that Apple faced a sharp decline in iPhone shipments in China. The shipments declined 37% year-over-year in January 2026 to around 2.2 million units. This follows a 14% decline in December 2025. The analyst noted that this reflects normalization after a strong selling season following the launch of iPhone 17. Overall smartphone shipments in China declined by around 16% year-over-year in January 2026. Moreover, UBS noted that iPhone’s share in the market declined to around 11% in January from 14% a year ago. This marks the lowest January shipments for Apple since 2019. Apple Inc. (NASDAQ:AAPL) is known for its consumer electronics, software, and other related products. Its premium line of products, which includes the iPhone, iPad, Mac computers, and a range of other accessories, has earned the company widespread acclaim and customer loyalty. While we acknowledge the potential of AAPL 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. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Follow Insider Monkey on Google News.
Apple Inc. (NASDAQ:AAPL) is one of the Best Technology Stocks to Buy for the Long Term. On March 5, David Vogt from UBS maintained a Hold rating on Apple Inc. (NASDAQ:AAPL) with a price target of $280. The analyst mentioned in a research note that Apple faced a sharp decline in iPhone shipments in China. The shipments declined 37% year-over-year in January 2026 to around 2.2 million units. This fo...
Apple Inc. (NASDAQ:AAPL) is one of the Best Technology Stocks to Buy for the Long Term. On March 5, David Vogt from UBS maintained a Hold rating on Apple Inc. (NASDAQ:AAPL) with a price target of $280. The analyst mentioned in a research note that Apple faced a sharp decline in iPhone shipments in China. The shipments declined 37% year-over-year in January 2026 to around 2.2 million units. This follows a 14% decline in December 2025. The analyst noted that this reflects normalization after a strong selling season following the launch of iPhone 17. Overall smartphone shipments in China declined by around 16% year-over-year in January 2026. Moreover, UBS noted that iPhone’s share in the market declined to around 11% in January from 14% a year ago. This marks the lowest January shipments for Apple since 2019. Apple Inc. (NASDAQ:AAPL) is known for its consumer electronics, software, and other related products. Its premium line of products, which includes the iPhone, iPad, Mac computers, and a range of other accessories, has earned the company widespread acclaim and customer loyalty. While we acknowledge the potential of AAPL 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. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Follow Insider Monkey on Google News.
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Technology Stocks to Buy for the Long Term. On March 5, Jefferies reiterated a Buy rating on Microsoft Corporation (NASDAQ:MSFT) with a $675 price target. The firm reaffirmed its bullish sentiment after meeting Microsoft’s head of investor relations. The firm said in a research note that the company’s Azure and Microsoft 365 serve key factors ...
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Technology Stocks to Buy for the Long Term. On March 5, Jefferies reiterated a Buy rating on Microsoft Corporation (NASDAQ:MSFT) with a $675 price target. The firm reaffirmed its bullish sentiment after meeting Microsoft’s head of investor relations. The firm said in a research note that the company’s Azure and Microsoft 365 serve key factors in consolidating its enterprise AI spending. Microsoft 365 alone serves more than 450 million paid users reflecting a robust enterprise distribution network. Moreover, Jefferies also highlighted three core areas of strength for the company including the company’s focus to expand Microsoft 365 total addressable market using AI, AI margins outpacing cloud margins at a comparable growth stage, and reliable infrastructure monetization irrespective of specific AI agents or models. Here's What Jefferies Think About Microsoft (MSFT) Pixabay/Public Domain Jefferies also noted that the company trades at around 21 times its fiscal 2027 earnings per share. This is below the 10-year average of 23.5 times, thereby making it an attractive investment. The firm further highlighted that Microsoft should not trade at its 10-year low of around 15 times forward earnings considering the expanded platform capabilities over the decade. Microsoft Corporation (NASDAQ:MSFT) is an American technology company that specializes in AI-powered cloud, productivity, and business solutions. The company develops and markets software, services, and hardware. While we acknowledge the potential of MSFT 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. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Dou...
Investors have been questioning the returns that companies are getting from pumping billions of dollars into artificial intelligence (AI). Doubt and uncertainty are a big part of why many technology and AI-driven stocks have struggled in recent months. Last week, two technology stocks got a huge boost from AI, but in very different ways. Hereʻs how. 1. Block Block (XYZ 2.32%) had been one of those...
Investors have been questioning the returns that companies are getting from pumping billions of dollars into artificial intelligence (AI). Doubt and uncertainty are a big part of why many technology and AI-driven stocks have struggled in recent months. Last week, two technology stocks got a huge boost from AI, but in very different ways. Hereʻs how. 1. Block Block (XYZ 2.32%) had been one of those beaten-down tech stocks, off nearly 23% year to date, although it rallied last week. The fintech stock surged some 24% over the past week, mainly on the strength of its fourth-quarter earnings report, released on Feb. 26. The rally stemmed from a restructuring and cost reduction plan that management expects will improve efficiency and boost earnings. Expand NYSE : XYZ Block Today's Change ( -2.32 %) $ -1.52 Current Price $ 64.08 Key Data Points Market Cap $39B Day's Range $ 63.89 - $ 67.21 52wk Range $ 44.27 - $ 82.50 Volume 151K Avg Vol 8.2M Gross Margin 42.26 % That plan calls for 4,000 layoffs and reducing the staff by about 40%. The jobs will basically be done by AI. In turn, Blockʻs guidance called for an 18% increase in gross profit, a 26% boost in operating margin, and a 54% gain in earnings in the current fiscal year. Here is the money quote from CEO Jack Dorsey in the shareholder letter: The core thesis is simple. Intelligence tools have changed what it means to build and run a company. We're already seeing it internally. A significantly smaller team, using the tool we're building, can do more and do it better. And intelligence tool capabilities are compounding faster every week. I don't think we're early to this realization. I think most companies are late. Welcome to the future. Analysts at Bernstein estimate that the restructuring plan will save $750 million in 2026 and $1 billion on an annualized basis. Block got a slew of analysts' upgrades after earnings and has a median price target of $86.50 per share, suggesting 30% upside. It is also a decent value, trad...
Broadcom Inc. (NASDAQ:AVGO) is one of the Best Technology Stocks to Buy for the Long Term. On March 6, Aletheia released a research note on Broadcom Inc. (NASDAQ:AVGO) with a Buy rating following the company’s fiscal Q1 2026 earnings reported on March 4. The research firm noted that the company topped expectations across all key metrics, including AI revenue growth for both near-term and long-term...
Broadcom Inc. (NASDAQ:AVGO) is one of the Best Technology Stocks to Buy for the Long Term. On March 6, Aletheia released a research note on Broadcom Inc. (NASDAQ:AVGO) with a Buy rating following the company’s fiscal Q1 2026 earnings reported on March 4. The research firm noted that the company topped expectations across all key metrics, including AI revenue growth for both near-term and long-term periods, margin sustainability, customer project rollouts, and capital return. Moreover, management was also prepared to effectively address negative arguments from analysts. Aletheia said in the research note that they highlighted potential concerns including CPO adoption that may disappoint as Nvidia is pushing CPO aggressively. The firm also questioned the growth drivers with the management amid their 2027 and 2028 growth estimates. Here's What Aletheia Has to Say About Broadcom (AVGO) Sergiy Zavgorodny/Shutterstock.com As a result of the discussions, the firm concluded that Nvidia and Broadcom are logical AI proxies and noted that multiples for both companies appear too low given their growth trajectory. Broadcom Inc. (NASDAQ:AVGO) is a semiconductor and infrastructure software company. It designs and supplies products, including custom chips, networking solutions, and enterprise software used across industries such as cloud computing, telecommunications, and data centers. 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. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Follow Insider Monkey on Google News.
Broadcom Inc. (NASDAQ:AVGO) is one of the Best Technology Stocks to Buy for the Long Term. On March 6, Aletheia released a research note on Broadcom Inc. (NASDAQ:AVGO) with a Buy rating following the company’s fiscal Q1 2026 earnings reported on March 4. The research firm noted that the company topped expectations across all key metrics, including AI revenue growth for both near-term and long-term...
Broadcom Inc. (NASDAQ:AVGO) is one of the Best Technology Stocks to Buy for the Long Term. On March 6, Aletheia released a research note on Broadcom Inc. (NASDAQ:AVGO) with a Buy rating following the company’s fiscal Q1 2026 earnings reported on March 4. The research firm noted that the company topped expectations across all key metrics, including AI revenue growth for both near-term and long-term periods, margin sustainability, customer project rollouts, and capital return. Moreover, management was also prepared to effectively address negative arguments from analysts. Aletheia said in the research note that they highlighted potential concerns including CPO adoption that may disappoint as Nvidia is pushing CPO aggressively. The firm also questioned the growth drivers with the management amid their 2027 and 2028 growth estimates. Here's What Aletheia Has to Say About Broadcom (AVGO) Sergiy Zavgorodny/Shutterstock.com As a result of the discussions, the firm concluded that Nvidia and Broadcom are logical AI proxies and noted that multiples for both companies appear too low given their growth trajectory. Broadcom Inc. (NASDAQ:AVGO) is a semiconductor and infrastructure software company. It designs and supplies products, including custom chips, networking solutions, and enterprise software used across industries such as cloud computing, telecommunications, and data centers. 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. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Follow Insider Monkey on Google News.