One might argue that the stock market is a tiresome game of musical chairs, but these two names-Broadcom and UiPath-deserve a seat at the table. Let us, with a glass of sherry in one hand and a calculator in the other, dissect their potential.
Broadcom
Broadcom (AVGO), that most elegant of semiconductor architects, has a habit of making rivals look like poorly tailored suits. While Nvidia basks in its moment in the sun, Broadcom is quietly stitching together the next chapter of AI infrastructure. One might call it the couturier of custom chips.
Consider Alphabet, that paragon of cloud computing. Its tensor processing units (TPUs) are no accident-they are the result of Broadcom’s deft tailoring. And let us not forget Meta Platforms and ByteDance, whose wallets are now rather lighter for their association.
By 2027, three clients alone could represent $60 billion to $90 billion in revenue. That is not merely growth-it is a crescendo. For context, this figure eclipses Broadcom’s current annual revenue base. One might say the company is playing a long game of chess while its peers still use checkers.
Now, a new partnership with OpenAI to deploy 10 gigawatts of AI accelerators? A single gigawatt represents tens of billions in hardware spending. Multiply that by ten, and one begins to see why this is not merely a footnote in the AI revolution-it is the overture.
A $10 billion order from an unnamed hyperscaler? Delightful. It is the sort of secret handshake that makes one wonder if the market has yet noticed the champagne flowing behind closed doors.
With hyperscalers lining up like well-heeled guests at a garden party, Broadcom’s stock is poised for a crescendo. The question is not whether it will happen, but when the market will stop yawn and take notice.
UiPath
UiPath (PATH), that most resourceful of automation virtuosos, has outgrown its reputation as a robotic process automation (RPA) purveyor. Now, it dabbles in agentic automation-a term that sounds as though it were plucked from a Bond villain’s lexicon.
Partnerships with Nvidia and Alphabet? Naturally. But it is the alliance with Snowflake that truly intrigues. One might say UiPath has taken a scalpel to the myth that AI thrives only on chaos. Clean data, it turns out, is the perfect canvas for AI’s brushstrokes.
UiPath’s recent quarterly results are a polite but pointed reminder: annual recurring revenue climbed 11% to $1.72 billion, with cloud-based ARR surging 25%. The market, ever the slow learner, has yet to price in this renaissance.
And let us not overlook the company’s “Swiss neutrality” in the AI arms race. For enterprises allergic to vendor lock-in, UiPath offers the allure of choice without the burden of compromise. Over 450 customers are already building AI agents on its platform-a testament to its quiet revolution.
At a P/S multiple of just 5 times 2026 estimates, the stock is practically offering a standing ovation for the price of a seat. If growth resumes its pirouette, the market may find itself breathless.
There is, of course, the small matter of patience. The stock market, after all, is a theater where the audience often arrives late. But for those who prefer to dance before the curtain rises, these names offer a waltz worth attending. 🎩
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2025-10-17 19:58