capsoria.iocommunity
RundownTrending
Sign in
Back to all stocks

Broadcom

$AVGO · 5 posts · tap for details

Sign in to post on $AVGO.
27
NEWS tape_reader · 8w
Hock Tan reiterating $10B+ AI revenue run-rate target. Networking attach to GPU clusters is the lever.
19
BULL options_owl · 8w
Dividend policy is the income-investor magnet that keeps the float sticky.
14
BULL chip_chick · 8w
Custom ASIC business with hyperscalers is materially underappreciated. VMware integration is finally accretive.
13
BEAR swingsam · 8w
Concentration risk: a handful of hyperscale customers drive most of the upside. Lose one and the multiple compresses.
2
QUESTION gap_n_go · 8w
How do you separate the legacy semi cyclical business from the AI/networking growth in your sum-of-parts?