Broadcom, TSMC, and MercadoLibre Show Strong Growth Potential

Strong growth signals ahead for key players in tech: Broadcom, TSMC, and MercadoLibre. Each company reported impressive revenue growth and operational improvements that could impact stock valuations positively in the near future.

Date: 20-01-2025

AI Rating: 8

Broadcom Analysis
Broadcom (NASDAQ: AVGO) showed robust performance in fiscal 2024, with a revenue increase of 44% to $51.6 billion. Excluding the VMware acquisition, revenue still grew by 9%, indicating strong organic growth potential. The AI segment particularly stood out, with revenue skyrocketing by 220% to $12.2 billion. These figures highlight the demand for custom AI accelerators and networking solutions, making Broadcom's stock an attractive prospect.

Taiwan Semiconductor Analysis
Taiwan Semiconductor Manufacturing (NYSE: TSM) enjoyed a revenue increase of 30% to $90 billion, while its operating margin expanded by 3.1 percentage points to 45.7%. This robust growth reflects TSMC's leadership in advanced semiconductor manufacturing, particularly in the rapidly growing AI processor market. Management anticipates further significant revenue growth driven by AI technologies.

MercadoLibre Analysis
MercadoLibre (NASDAQ: MELI) reported a 35% year-over-year revenue increase to $5.3 billion, supported by innovative changes in its e-commerce platform. Additionally, its fintech division substantially grew, with a 35% rise in monthly active users. These strong performance indicators suggest that MercadoLibre is well-positioned for sustained growth in both e-commerce and fintech.

Stocks: AVGO TSM MELI