Broadcom Inc (AVGO) — the peer cohort
As of 2026-10-06 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.
Broadcom Inc ranks 15 of 16 in its cohort on the Closelooknet composite (57/100) — the cohort is led by Micron Technology Inc at 71/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| AVGO Broadcom Inc | 57 | 45 | 89 | 34 | info | 26.8% |
| MU Micron Technology Inc | 71 | 82 | 88 | 49 | info | 15.2% |
| 005930.KS Samsung Electronics Co Ltd | 70 | 59 | 75 | 76 | neutral | 27.4% |
| 000660.KS SK Hynix Inc | 69 | 38 | 94 | 73 | neutral | 40.6% |
| NVDA NVIDIA Corporation | 67 | 83 | 95 | 36 | bull | 0.5% |
| APH Amphenol Corporation | 66 | 83 | 74 | 33 | info | 2.2% |
| AMD Advanced Micro Devices Inc | 65 | 96 | 55 | 21 | neutral | 2.1% |
| ASML ASML Holding N.V. New York Registry Shares | 65 | 74 | 85 | 21 | neutral | 7% |
| ASM.AS ASM International NV | 62 | 61 | 76 | 27 | bull | 13.2% |
| ALAB Astera Labs, Inc. | 61 | 70 | 77 | 7 | bull | 27.5% |
| CRDO Credo Technology Group Holding Ltd | 61 | 56 | 83 | 14 | bull | 31.2% |
| NDSN Nordson Corporation | 61 | 82 | 71 | 35 | bull | 1.4% |
| LITE Lumentum Holdings Inc | 60 | 92 | 45 | 21 | bull | 2.9% |
| MPWR Monolithic Power Systems Inc | 59 | 64 | 74 | 20 | bull | 13.7% |
| ARM Arm Holdings plc American Depositary Shares | 58 | 65 | 70 | 8 | neutral | 33.1% |
| LSCC Lattice Semiconductor Corporation | 57 | 66 | 47 | 21 | watch | 15.4% |
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 2026-10-06
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), Samsung Electronics Co Ltd (005930.KS), SK Hynix Inc (000660.KS), NVIDIA Corporation (NVDA), Amphenol Corporation (APH), Advanced Micro Devices Inc (AMD), ASML Holding N.V. New York Registry Shares (ASML), ASM International NV (ASM.AS) and others.
How does AVGO score against its peers?
Broadcom Inc's composite reads 57/100, ranking 15 of 16 in its cohort as of 2026-10-06; the cohort's highest composite is Micron Technology Inc at 71/100. Closelooknet scores are research diary readings, not ratings or advice.
Mentioned on Closelooknet
Where AVGO appears in the diary — 43 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
- 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.
- S&P 500 — record high as Marvell jumps 7.6% on its investor day; chip-machine makers slide
The custom-chip and networking names lead: Astera Labs +8.2%, Credo +5.0%, Broadcom +4.4%, AMD +3.9% to a record, Nvidia +1.2% to another.
- Jobs-day rally fades — weak payrolls lift stocks at the open, then yields turn up and the Dow goes flat
Chips lead: chip funds SOXX +2.4% and SMH +2.00%, AMD +2.83%, Broadcom +2.32%, Nvidia +1.52%; optics Coherent +4.02%, Lumentum +3.16%; Oracle +2.38%; software fund IGV flat (+0.14%)
- AI comeback — Accenture +18%, Synopsys +8%, optics +9% while all three US indices slip
AI hardware suppliers jump: Coherent $316.10 (+9.83%), Lumentum $1,057.23 (+8.85%); Arista +0.35%, Nvidia +0.35%, Broadcom −1.24%; in Tokyo, Lasertec +11.14% and Advantest +9.78%
- Bonds — TLT closes at a one-year low but holds 78; oil slides on a reserve release, Micron reports tonight
ASML closed at 1,834.39 (+3.56%), Arm at 293.67 (+3.65%), Oracle at 137.79 (+3.91%), Broadcom +1.58%, Micron +1.05% to 1,065.08 the day before its results.
- Fair Isaac — sinks 29% as Washington opens mortgages to VantageScore; long-bond fund breaks 78
Chips bounce after Monday's drop: Arm $297.74 (+5.08%), Oracle $138.91 (+4.76%), Marvell $262.22 (+4.10%), ASML $1,818.93 (+2.68%), Broadcom $357.53 (+2.28%); chip fund SOXX +1.56%, Micron +1.03% a day before its results
- Memory — Samsung and SK Hynix drop 4% as Seoul reopens, storage follows; Nasdaq futures slip
Nvidia rose only 1.26% and Broadcom fell 1.34%.
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
- 005930.KS Samsung Electronics Co Ltd
- 000660.KS SK Hynix Inc
- NVDA NVIDIA Corporation
- APH Amphenol Corporation
- AMD Advanced Micro Devices Inc
- ASML ASML Holding N.V. New York Registry Shares
- ASM.AS ASM International NV
- ALAB Astera Labs, Inc.
- CRDO Credo Technology Group Holding Ltd
- NDSN Nordson Corporation
- LITE Lumentum Holdings Inc
- MPWR Monolithic Power Systems Incindustry
- ARM Arm Holdings plc American Depositary Sharesindustry
- LSCC Lattice Semiconductor Corporationindustry
- QCOM Qualcomm Incorporatedindustry
- MRVL Marvell Technology Group Ltdindustry
- MTSI MACOM Technology Solutions Holdings Incindustry
- MXL MaxLinear Incindustry
- 3443.TW Global Unichip Corpindustry