Broadcom Inc. (AVGO): Leopold Aschenbrenner Reveals Bearish Bet

Broadcom Inc. (NASDAQ:AVGO) is simply a caller summation to the 13F portfolio of Situational Awareness LP. The money declared a caller involvement successful the institution successful filings for the archetypal 4th of 2026. This involvement consists of PUT bets worthy adjacent to 3 cardinal shares. Previously, Leopold Aschenbrenner had bought a involvement successful this spot elephantine successful the 3rd 4th of 2025. This presumption consisted of PUT bets worthy 230,000 shares and was sold disconnected wholly by the adjacent quarter. In summation to Leopold Aschenbrenner, different elite wealth managers with bearish bets connected Broadcom see Ken Griffin, Israel Englander, Sander Gerber, Matthew Hulsizer, and D.E. Shaw. The stake against Broadcom aligns with a broader stake against semis that is simply a cardinal taxable of the latest 13F filings by Leopold Aschenbrenner.

Broadcom Inc. (NASDAQ:AVGO) does not merchantability general-purpose GPUs similar NVIDIA. The AI maturation of the steadfast is driven by designing customized AI accelerators and high-speed Ethernet networking for unreality giants. This concern relies heavy connected a concentrated basal of six large hyperscaler customers, including Alphabet, Meta, and OpenAI, for AI revenues. Even though the AI-specific backlog sits astatine $73 billion, pushing AI-related gross up to 44% of the full income mix, short-sellers person pointed retired that unreality customers are utilizing Broadcom arsenic a stepping chromatic portion they physique retired interior engineering teams to plan their ain proprietary customized silicon.

While we admit the imaginable of AVGO arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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