1. Broadcom reported strong Q2 2025 results with 20% YoY revenue growth and rising AI-driven profits, reinforcing a Strong Buy rating; 2. Surging AI networking demand and data center investments are driving growth across Semiconductor Solutions and Infrastructure Software divisions; 3. A $10 billion share buyback program, supported by robust free cash flow, enhances shareholder value, while the post-earnings stock dip presents a buying opportunity due to undervaluation.
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