Broadcom Inc (AVGO) — the peer cohort
As of 2026-10-26 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.
Broadcom Inc ranks 16 of 16 in its cohort on the Closelooknet composite (53/100) — the cohort is led by Micron Technology Inc at 75/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| AVGO Broadcom Inc | 53 | 26 | 88 | 33 | info | 35% |
| MU Micron Technology Inc | 75 | 79 | 95 | 62 | info | 30.1% |
| SNDK Sandisk Corp | 70 | 61 | 94 | 51 | info | 47.4% |
| TSM Taiwan Semiconductor Manufacturing | 70 | 67 | 88 | 66 | info | 14.1% |
| 3017.TW Asia Vital Components Co Ltd | 68 | 83 | 74 | 26 | watch | 15% |
| 000660.KS SK Hynix Inc | 68 | 32 | 94 | 76 | bull | 57.2% |
| ASML ASML Holding N.V. New York Registry Shares | 65 | 64 | 88 | 24 | info | 21.4% |
| NVDA NVIDIA Corporation | 65 | 69 | 94 | 34 | info | 13.3% |
| 005930.KS Samsung Electronics Co Ltd | 64 | 38 | 74 | 65 | bear | 42.5% |
| AMD Advanced Micro Devices Inc | 62 | 84 | 53 | 17 | bear | 21.5% |
| APH Amphenol Corporation | 62 | 64 | 73 | 34 | info | 17.6% |
| DELL Dell Technologies Inc | 62 | 85 | 55 | 44 | bear | 23.4% |
| 3653.TW Jentech Precision Industrial Co Ltd | 61 | 83 | 73 | 9 | bear | 18.4% |
| ALAB Astera Labs, Inc. | 60 | 63 | 76 | 6 | watch | 48.5% |
| QCOM Qualcomm Incorporated | 60 | 63 | 76 | 50 | watch | 32.1% |
| TXN Texas Instruments Incorporated | 60 | 63 | 84 | 30 | bull | 14.8% |
Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-10-26
Quick answers
Who are Broadcom Inc's peers in the Closelooknet universe?
The cohort is drawn from shared Closelooknet index membership first, then sector: Micron Technology Inc (MU), Sandisk Corp (SNDK), Taiwan Semiconductor Manufacturing (TSM), Asia Vital Components Co Ltd (3017.TW), SK Hynix Inc (000660.KS), ASML Holding N.V. New York Registry Shares (ASML), NVIDIA Corporation (NVDA), Samsung Electronics Co Ltd (005930.KS) and others.
How does AVGO score against its peers?
Broadcom Inc's composite reads 53/100, ranking 16 of 16 in its cohort as of 2026-10-26; the cohort's highest composite is Micron Technology Inc at 75/100. Closelooknet scores are research diary readings, not ratings or advice.
Mentioned on Closelooknet
Where AVGO appears in the diary — 49 pieces, newest first. Every link is our own writing.
Long reads
- Where to Invest in the AI Chip Constraint Chain
The risk isn't demand — it's that AMD, Broadcom custom ASICs, and hyperscaler in-house chips gradually erode GPU monopoly by 2028–2030.
- Optical Interconnects — The Toll Nobody Keeps
It is an oligopoly floor: Marvell and Broadcom collect a silicon toll on a large share of the world's high-speed pluggables.
101 and glossary
- NVIDIA Investor's Timeline: Hopper to Blackwell to Rubin and Beyond
The investment question is not "is NVIDIA a good company?" — it's "is NVIDIA's stock a good risk-adjusted investment at this price?" Key Companies NVDA NVIDIA Architecture owner — Hopper/Blackwell/Rubin TSM TSMC Fabrication + CoWoS…
Dailies
- Chips — the open follows Seoul, then turns: chip index from −2.4% to +0.7%; small caps +1.6%
Micron +0.9% to 913.00, AMD +0.9% to 542.73, Broadcom +0.4%, Nvidia +0.1% to 217.38.
- AI Trade — builders and runners sold, users bought: chips enter a bear market, Accenture +9.9% on the week
AMD lost 5.9% to 528.75, Micron 5.6% to 878.84 (27.6% below its June high), Broadcom 4.5% to 328.75, TSMC's US shares 2.3% to 412.61 and Nvidia 1.4% to 214.13 — only 10.5% below its 6 October high.
- Chips — bounce 2.5% to break an eight-day losing run; QQQ back above 720, AI users still bought
Micron is up 3.3%, AMD 3.2%, Broadcom 2.6%, TSMC's US shares 2.5% and Nvidia 1.9%.
- AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%
AMD −3.8%, Marvell −3.2%, Nvidia and Broadcom −1.7%.
- Chips — SOXX −3.7%, now 20% below its June high; software −2.4% as hot inflation and BlackRock weigh
AMD −4.9%, Applied Materials −3.2%, Broadcom and TSMC −2.7%, Nvidia and Micron −2.7%.
- AI Capex — chip index −3.4% after OpenAI's revenue comes in at $50 billion, not $70 billion; software rises
The sell-off hit the build-out — Broadcom −4.4%, Micron −4.8%, Oracle −5.5%, CoreWeave −7.8% — while application software rose: Atlassian +4.0%, Adobe +3.6%, Snowflake +3.2%, cloud fund WCLD +1.5%.
- Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the Nasdaq
Power and custom chips were bought: Constellation Energy +12.2% after a long power deal with Google, Marvell +5.8% after its investor day, Broadcom +3.7%, AMD +2.8% to a record.
- Nasdaq — record close at 27,477 while the chip funds sit 5–15% below their June peaks
The chip makers as a group have not followed: the semiconductor index SOX is still 10.0% below its 22 June record, the equal-weight chip fund XSD 15.0% below its June high, Micron 12.3% and Broadcom 24.7% below theirs.
Related in the Closelooknet universe
same Closelooknet index seat first, then Semiconductors. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.
- MU Micron Technology Inc
- SNDK Sandisk Corp
- TSM Taiwan Semiconductor Manufacturing
- 3017.TW Asia Vital Components Co Ltd
- 000660.KS SK Hynix Inc
- ASML ASML Holding N.V. New York Registry Shares
- NVDA NVIDIA Corporation
- 005930.KS Samsung Electronics Co Ltd
- AMD Advanced Micro Devices Inc
- APH Amphenol Corporation
- DELL Dell Technologies Inc
- 3653.TW Jentech Precision Industrial Co Ltd
- ALAB Astera Labs, Inc.industry
- QCOM Qualcomm Incorporatedindustry
- TXN Texas Instruments Incorporatedindustry
- CRDO Credo Technology Group Holding Ltdindustry
- ARM Arm Holdings plc American Depositary Sharesindustry
- MRVL Marvell Technology Group Ltdindustry
- SYNA Synaptics Incorporatedindustry
- 3443.TW Global Unichip Corpindustry