Broadcom's latest earnings report validates the chip giant's exciting long-term investment thesis.

Broadcom ( AVGO 3.49% ) delivered excellent third-quarter fiscal 2025 results this past Thursday, with the stock soaring over 4% in after-hours trading. If the gain holds, Broadcom will have reached a new all-time high and be up over 35% year to date.

However, it's best not to focus on knee-jerk reactions to earnings prints, but rather, how the earnings factor into the overall investment thesis. The company's results build upon a highly compelling growth story that could pole-vault Broadcom to become the seventh " Ten Titans " growth stock to surpass $2 trillion in market capitalization.

The Ten Titans are the 10 largest U.S. growth-focused companies by market value, consisting of

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