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AI trade: Broadcom has 'one of the great' recurring revenues in tech
Market Intelligence Analysis
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Why This Matters
Joseph Shaposhnik, a portfolio manager, highlights Broadcom as a top stock pick for 2026 due to its strong recurring revenues and the anticipated growth in the AI sector. He also expresses optimism about the S&P 493 benefiting from significant returns in the same timeframe.
Market Impact
Market impact analysis based on bullish sentiment with 77% confidence.
Sentiment
Bullish
AI Confidence
77%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Rainwater Equity founder and portfolio manager Joseph Shaposhnik discusses what he expects from the AI trade in 2026 — highlighting underlying conditions like the interest rate environment and the state of the US economy — and why semiconductor manufacturer Broadcom (AVGO) is among his top stock picks for 2026. Also catch Joseph Shaposhnik explain why he expects the S&P 493 to benefit from outsized returns in 2026. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Original article published by
Unknown
on December 24, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.