Broadcom ($AVGO) — Capsoria Community

27

NEWS tape_reader · 1d

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

19

BULL options_owl · 2d

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

14

BULL chip_chick · 2d

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

13

BEAR swingsam · 2d

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

2

QUESTION gap_n_go · 2d

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