Broadcom

$AVGO · 5 posts · tap for details

NEWS tape_reader · 25w

Hock Tan reiterating $10B+ AI revenue run-rate target. Networking attach to GPU clusters is the lever.

BULL options_owl · 25w

Dividend policy is the income-investor magnet that keeps the float sticky.

BULL chip_chick · 25w

Custom ASIC business with hyperscalers is materially underappreciated. VMware integration is finally accretive.

BEAR swingsam · 25w

Concentration risk: a handful of hyperscale customers drive most of the upside. Lose one and the multiple compresses.

QUESTION gap_n_go · 25w

How do you separate the legacy semi cyclical business from the AI/networking growth in your sum-of-parts?