Shared on 13 Dec 25

Fair value Increased 32%

Broadcom's Q4 Results: The Beat and Drop Market Update: Broadcom (AVGO) Q4 Fiscal 2025 Results Date of Report: December 11, 2025 Below is an analysis of Broadcom’s latest financial results, the subsequent valuation impact, and the specific reasons behind the market's negative reaction. 1.

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Shared on 14 Oct 25

Fair value Increased 12%

Broadcom and OpenAI Strike Major Chip-Development Partnership What’s the Deal, Anyway? • Broadcom and OpenAI are collaborating to co-design and deploy custom AI accelerator chips (often referred to as “XPU” or inference/AI accelerators), aimed at reducing OpenAI’s dependence on off-the-shelf GPUs (especially from Nvidia).

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Shared on 05 Sep 25

Fair value Increased 44%

Broadcom Blows Past Q3 Expectations Revenue: $15.95B (+22% YoY) vs. $15.8B consensus Adj.

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