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Broadcom

$AVGO · 5 posts · tap for details

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27
NEWS tape_reader · 16w
Hock Tan reiterating $10B+ AI revenue run-rate target. Networking attach to GPU clusters is the lever.
19
BULL options_owl · 16w
Dividend policy is the income-investor magnet that keeps the float sticky.
14
BULL chip_chick · 16w
Custom ASIC business with hyperscalers is materially underappreciated. VMware integration is finally accretive.
13
BEAR swingsam · 16w
Concentration risk: a handful of hyperscale customers drive most of the upside. Lose one and the multiple compresses.
2
QUESTION gap_n_go · 16w
How do you separate the legacy semi cyclical business from the AI/networking growth in your sum-of-parts?