Bull / Bear meter
Re-underwriting AVGO from the filings (DD)
Broadcom Inc. (AVGO) Quarterly check-in on a quality name. Here is what the balance-sheet checklist looked at. WHAT THEY DO Broadcom Inc. THE SETUP AVGO trades at $351.19. Performance: -5.0% over a month, +13.8% over…
Who's selling AVGO: reading the Form 4s
Broadcom Inc. (AVGO) Form 4s and PTRs are public, tedious, and the closest thing to a tell the market gives you. Here's the read. INSIDERS (FORM 4) 0 open-market buys worth $0 vs 53 sells worth $283.7M across 5 filers.…
AVGO DD: what the balance sheet says about staying power
Broadcom Inc. (AVGO) Why does this name keep showing up on quality screens? This post is the answer, with numbers. WHAT THEY DO Broadcom Inc. THE SETUP AVGO trades at $361.99. Performance: -13.0% over a month, +8.1% o…
AI semis up 143% YoY, guiding >$100B for FY27 — Broadcom quietly became a Big 3 AI chip company
$AVGO: Q2 AI semiconductor revenue was $10.8B, +143% YoY, on custom AI accelerator and networking demand. Guidance for the current quarter is ~$16B in AI semis, +200%+, which if hit would push AI chips past 50% of total…