One AI Stock I’m All-In On – and One I’m Steering Clear Of

Every week I try to highlight a name to love and a name to leave! This past week's names.

My Bullish Pick: Broadcom (AVGO)

Broadcom just knocked the cover off the ball—again—posting blow-out earnings and lifting its forward guidance. The catalyst? Red-hot demand for AI accelerators and custom silicon.

The global race is on to build next-gen, intelligence-driven data centers at massive scale. Think of the recent GPU splurges by Saudi Arabia and the UAE, who want to hand free AI access to their citizens. That’s only the tip of the iceberg.

Broadcom is emerging as a cornerstone of the AI infrastructure stack, delivering ultra-high-end networking gear and bespoke chips that knit hyperscale data centers together.

****This is the important If Nvidia is the “brain and organs” of the AI data center, Broadcom is the “spine and nervous system” wiring everything up.

Simple: No AVGO? No data centers.

Best part? AVGO is still one of the few big-cap AI names sporting a palatable PEG ratio—valuation relative to growth matters, even in an AI frenzy. Volatile? Sure. But you get AI upside, infrastructure leverage, and solid fundamentals in one high-conviction package.

My Bearish Pick: Zoom (ZM)

I’m eyeing companies that cheap, ubiquitous AI is steamrolling.

Zoom had its star turn during the pandemic, but that curtain closed a while back. The company’s scrambling to re-brand as an AI collaboration hub, yet giants like Microsoft Teams, Google Workspace, and Slack keep rolling out smarter, deeply integrated AI features at breakneck speed. Compared with them, Zoom feels clunky.

Its core video business has stalled, customers are consolidating tools, and any moat Zoom once had has eroded into mere habit. In a landscape racing toward AI-native platforms, Zoom looks more and more like a relic of the pre-AI productivity era.

Will Zoom survive the next decade? Probably—but thriving the way it did over the past five years? I’m skeptical.