A Buy rating on Broadcom ( $AVGO) by Bernstein with a $575 price target, implying more than 57% upside from current levels. Analyst Stacy Rasgon highlighted expanding multi-year custom accelerator (XPU/TPU) programs and increasing deployments with major tech hyperscalers like Google, Meta, Anthropic, and OpenAI. $SMH $SOXX $INTC $NVDA $AMAT $TSMC