Shared on 04 Jun 26

Fair value Increased 35%

oscargarcia has increased revenue growth from 20.0% to 25.5%.

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Shared on 13 Dec 25

Fair value Increased 32%

Broadcom posts strong results and talks up demand for its AI chips, yet the share price slides as investors worry the shift toward AI hardware could squeeze profits. The company also cools expectations around OpenAI and faces a “prove it” stretch where it must show it can keep its efficiency while growing fast.

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Shared on 14 Oct 25

Fair value Increased 12%

Broadcom teams up with OpenAI to co-design custom AI chips so OpenAI relies less on off-the-shelf hardware, with a big buildout planned over the next few years. The upside is a deeper role in AI infrastructure, but key details like profits, pricing, and execution risks are still unclear.

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Shared on 05 Sep 25

Fair value Increased 44%

Broadcom’s latest results come in stronger than expected, and demand for its custom AI chips keeps climbing with another major order on the books. The bigger story is how these tailor-made accelerators and tightly bundled networking gear could make Broadcom a go-to supplier for the biggest AI data centers—if it can deliver smoothly and avoid over-reliance on a few customers.

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