旅行蛙 personal page - To The Moon

旅行蛙

旅行蛙

No personal profile

7Follow

1Followers

0Topic

0Badge

04-07

🚀🚀🚀🚀

Broadcom reaches long-term deal with Google to collaborate on developing and supplying TPUs

2025-10-02

$Lumentum Holdings Inc.(LITE)$ $350 🚀🚀

2025-06-11

$Astera Labs, Inc.(ALAB)$ 200🚀🚀🚀

2024-11-17

$Arista Networks, Inc.(ANET)$ 600 🚀🚀🚀

2024-11-06

$Vertiv Holdings LLC(VRT)$ 🚀🚀🚀

2024-06-24

🚀🚀，

This stock has risen 55% during the year, should it still be bought now?

2024-05-31

SMCI 🚀🚀🚀

Sorry, the original content has been removed

2024-05-31

🚀🚀🚀

Sorry, the original content has been removed

2024-05-27

🚀🚀🚀

Sorry, the original content has been removed

2024-03-12

$Vertiv Holdings LLC(VRT)$ 🚀🚀🚀

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3562839524718897","uuid":"3562839524718897","gmtCreate":1599745502079,"gmtModify":1601992133438,"name":"旅行蛙","pinyin":"lxwlvxingwa","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":7,"tweetSize":14,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.03.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":550892448835256,"gmtCreate":1775516322232,"gmtModify":1775516325339,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562839524718897","authorIdStr":"3562839524718897"},"themes":[],"title":"","htmlText":"🚀🚀🚀🚀","listText":"🚀🚀🚀🚀","text":"🚀🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/550892448835256","repostId":"1178699494","repostType":4,"repost":{"id":"1178699494","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1775513418,"share":"https://ttm.financial/m/news/1178699494?lang=en_US&edition=fundamental","pubTime":"2026-04-07 06:10","market":"us","language":"zh","title":"Broadcom reaches long-term deal with Google to collaborate on developing and supplying TPUs","url":"https://stock-news.laohu8.com/highlight/detail?id=1178699494","media":"老虎资讯综合","summary":"合作开发并供应张量处理器（TPU）。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Signed a long-term agreement with Google to collaborate on the development and supply of tensor processors (TPUs). Broadcom will develop and supply customized TPUs for Google's next generation of tensor processing units, and will also provide networks and other components for Google's new generation of AI server cabinets, with an agreement term until 2031.</p><p>Broadcom rose 2.62% premarket Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8d32448ea1d18e76639dac5f158a670\" tg-width=\"540\" tg-height=\"162\"/></p><p>In addition, Broadcom, Google and artificial intelligence company Anthropic expand their existing strategic cooperation. From 2027, Anthropic will receive approximately 3.5 GW of computing power support through Broadcom. The scale of Anthropic's use of this newly added AI computing power depends on its subsequent commercial performance.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Broadcom reaches long-term deal with Google to collaborate on developing and supplying TPUs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBroadcom reaches long-term deal with Google to collaborate on developing and supplying TPUs\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2026-04-07 06:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Signed a long-term agreement with Google to collaborate on the development and supply of tensor processors (TPUs). Broadcom will develop and supply customized TPUs for Google's next generation of tensor processing units, and will also provide networks and other components for Google's new generation of AI server cabinets, with an agreement term until 2031.</p><p>Broadcom rose 2.62% premarket Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8d32448ea1d18e76639dac5f158a670\" tg-width=\"540\" tg-height=\"162\"/></p><p>In addition, Broadcom, Google and artificial intelligence company Anthropic expand their existing strategic cooperation. From 2027, Anthropic will receive approximately 3.5 GW of computing power support through Broadcom. The scale of Anthropic's use of this newly added AI computing power depends on its subsequent commercial performance.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/52494a0148c812202dfea33f1ee9a9b0","relate_stocks":{"AVGO":"博通","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178699494","content_text":"博通与谷歌签署长期协议，合作开发并供应张量处理器（TPU）。博通将为谷歌下一代张量处理单元研发并供应定制化TPU，还将为谷歌新一代AI服务器机柜提供网络及其他组件，协议期限至2031年。博通周二盘前涨2.62%。此外，博通、谷歌与人工智能公司Anthropic扩大现有战略合作，自2027年起，Anthropic将通过博通获得约3.5吉瓦的算力支持。Anthropic对此次新增AI算力的使用规模，取决于其后续商业表现。","news_type":1,"symbols_score_info":{"GOOG":2,"AVGO":2,"GOOGL":2}},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484743849730128,"gmtCreate":1759376238516,"gmtModify":1759376241579,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562839524718897","authorIdStr":"3562839524718897"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a><v-v data-views=\"1\"></v-v> $350 🚀🚀","listText":"<a href=\"https://ttm.financial/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a><v-v data-views=\"1\"></v-v> $350 🚀🚀","text":"$Lumentum Holdings Inc.(LITE)$ $350 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484743849730128","isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":444940229861872,"gmtCreate":1749652380678,"gmtModify":1749652382699,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562839524718897","authorIdStr":"3562839524718897"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$&nbsp;</a><v-v data-views=\"1\"></v-v> 200🚀🚀🚀","listText":"<a href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$&nbsp;</a><v-v data-views=\"1\"></v-v> 200🚀🚀🚀","text":"$Astera Labs, Inc.(ALAB)$ 200🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/444940229861872","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371918702104904,"gmtCreate":1731840184101,"gmtModify":1731840187834,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562839524718897","authorIdStr":"3562839524718897"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ANET\">$Arista Networks, Inc.(ANET)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 600 🚀🚀🚀","listText":"<a href=\"https://ttm.financial/S/ANET\">$Arista Networks, Inc.(ANET)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 600 🚀🚀🚀","text":"$Arista Networks, Inc.(ANET)$ 600 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371918702104904","isVote":1,"tweetType":1,"viewCount":1325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368183482331288,"gmtCreate":1730906298139,"gmtModify":1730906300069,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562839524718897","authorIdStr":"3562839524718897"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 🚀🚀🚀","listText":"<a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 🚀🚀🚀","text":"$Vertiv Holdings LLC(VRT)$ 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368183482331288","isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320203514904800,"gmtCreate":1719203890854,"gmtModify":1719203895097,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562839524718897","authorIdStr":"3562839524718897"},"themes":[],"title":"","htmlText":"🚀🚀，","listText":"🚀🚀，","text":"🚀🚀，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320203514904800","repostId":"1160472301","repostType":2,"repost":{"id":"1160472301","kind":"news","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1719200991,"share":"https://ttm.financial/m/news/1160472301?lang=en_US&edition=fundamental","pubTime":"2024-06-24 11:49","market":"us","language":"zh","title":"This stock has risen 55% during the year, should it still be bought now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1160472301","media":"老虎資訊","summary":"博通的股票在2024年迄今已上涨了60%以上，虽然比不上英伟达超过170%的涨幅，但仍然是一个惊人的成绩。在最近一次财报更新的同时，博通还宣布将在2024年7月进行10股拆1股的股票分割。在最近一个季度，博通报告了半导体销售同比增长6%。因此，博通在此期间的增长表明它正在获得大量市场份额。陈福阳表示，上季度AI专用芯片销售同比增长280%。作为一个快乐的股东，我相信博通今年的好时光将继续。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>And<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Have become two long-term growth leaders in the AI industry.</p><p>Maybe not quite Nvidia yet, but top chip designer and infrastructure software provider Broadcom (AVGO-4.38%) is also experiencing its own epic growth. Broadcom's stock is up more than 60% so far in 2024, which, while not matching Nvidia's more than 170% gain, is still a phenomenal achievement. In a year like this, even a rise of \"only\" 60% failed to set the best record!</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4a955bdb4bea89eb804e08b0e3da6acf\" tg-width=\"560\" tg-height=\"240\"/></p><p>In conjunction with the latest earnings update, Broadcom also announced that it will conduct a 10-share split for 1 share stock split in July 2024. Although the share price does not change the underlying value of the stock as a result of the split, Broadcom has built a unique business model that could deliver more for its shareholders in the coming years. This is why it may not be too late to buy, but there are also reasons for cautious optimism.</p><p><h2 id=\"id_2589115007\">Built through acquisitions, unlike other chip companies</h2>Under the leadership of CEO Chen Fuyang, Broadcom has become a giant through many acquisitions. As Singapore-based Avago, Chen Fuyang led the acquisition of Broadcom in 2016 (Avago subsequently adopted the name of the acquired company) and moved the company's headquarters to the United States a few years ago.</p><p>Since 2017, after a series of acquisitions by chip design companies, Chen Fuyang and his team have turned their attention to the acquisition of enterprise software business. This culminated in the purchase of top cloud management software provider VMware in 2023.</p><p>The point here is that Broadcom's excellence in acquiring many of the chip technologies and managing them brilliantly, particularly in terms of profitability, puts it in a key position in the artificial intelligence (AI) infrastructure boom. While Nvidia pioneered and dominated the brand-new AI training data center market, many turned to Broadcom's efficient chip design expertise and enterprise software as large data center operators began to tackle the challenges of using AI on a daily basis in their existing data centers.</p><p>In its most recent quarter (Q2 FY 2024, the three-month period ended May 5), Broadcom reported a 6% year-over-year increase in semiconductor sales. That doesn't sound like much, but excluding artificial intelligence (AI) infrastructure, much of the semiconductor industry is still in a deep recession. As a result, Broadcom's growth during this period indicates that it is gaining a lot of market share. Chen Fuyang said that sales of AI-specific chips increased by 280% year-on-year last quarter.</p><p><h2 id=\"id_3495298692\">A huge acquisition with many question marks</h2>On top of all the buzz about AI chips, VMware has been blended into Broadcom's software division — which now accounts for about 40% of total revenue. Once a key cloud software provider, VMware enabled the computing power of data centers to be split and distributed to companies looking to \"lease\" computing power, but it was an underwhelming software investment. Chen and the team are trying to change that quickly, mostly by restructuring VMware's partnership program (consultants, etc. reselling VMware products to actual end customers).</p><p>Like past software acquisitions, Broadcom focuses on its largest and most profitable VMware relationship. The old partner program has thrown VMware into \"chaos,\" so addressing these issues — even if VMware is significantly more profitable — is equally a complex task, Chen Fuyang said on a recent earnings call.</p><p>The good news is that even if actual VMware-specific revenue growth beyond this year may not be a significant factor, VMware is indeed starting to become more profitable. Still, Broadcom's adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) came in at 61% last quarter. Once integration fees are mostly completed next year, VMware could help Broadcom's free cash flow margin approach 50%, just like it did last year (total free cash flow margins were an incredible 49% in 2023, compared to 36% in the previous quarter).</p><p>Even after its incredible growth, Broadcom looks to be trading at a reasonable price of 44 times its free cash flow over the past 12 months. That's a premium, but it could be significantly lower if the company continues to deliver AI semiconductor growth and free up cash from its large software division.</p><p>Another reason to look out for is the large amount of debt Broadcom took on to acquire VMware. Total debt now stands at $74 billion, though management says it plans to pay off about $2 billion a quarter.</p><p>As a happy shareholder, I believe Broadcom's good times will continue this year. Stay tuned for VMware's progress and the associated debt burden as 2024 progresses.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This stock has risen 55% during the year, should it still be bought now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis stock has risen 55% during the year, should it still be bought now?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time smaller\">2024-06-24 11:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>And<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Have become two long-term growth leaders in the AI industry.</p><p>Maybe not quite Nvidia yet, but top chip designer and infrastructure software provider Broadcom (AVGO-4.38%) is also experiencing its own epic growth. Broadcom's stock is up more than 60% so far in 2024, which, while not matching Nvidia's more than 170% gain, is still a phenomenal achievement. In a year like this, even a rise of \"only\" 60% failed to set the best record!</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4a955bdb4bea89eb804e08b0e3da6acf\" tg-width=\"560\" tg-height=\"240\"/></p><p>In conjunction with the latest earnings update, Broadcom also announced that it will conduct a 10-share split for 1 share stock split in July 2024. Although the share price does not change the underlying value of the stock as a result of the split, Broadcom has built a unique business model that could deliver more for its shareholders in the coming years. This is why it may not be too late to buy, but there are also reasons for cautious optimism.</p><p><h2 id=\"id_2589115007\">Built through acquisitions, unlike other chip companies</h2>Under the leadership of CEO Chen Fuyang, Broadcom has become a giant through many acquisitions. As Singapore-based Avago, Chen Fuyang led the acquisition of Broadcom in 2016 (Avago subsequently adopted the name of the acquired company) and moved the company's headquarters to the United States a few years ago.</p><p>Since 2017, after a series of acquisitions by chip design companies, Chen Fuyang and his team have turned their attention to the acquisition of enterprise software business. This culminated in the purchase of top cloud management software provider VMware in 2023.</p><p>The point here is that Broadcom's excellence in acquiring many of the chip technologies and managing them brilliantly, particularly in terms of profitability, puts it in a key position in the artificial intelligence (AI) infrastructure boom. While Nvidia pioneered and dominated the brand-new AI training data center market, many turned to Broadcom's efficient chip design expertise and enterprise software as large data center operators began to tackle the challenges of using AI on a daily basis in their existing data centers.</p><p>In its most recent quarter (Q2 FY 2024, the three-month period ended May 5), Broadcom reported a 6% year-over-year increase in semiconductor sales. That doesn't sound like much, but excluding artificial intelligence (AI) infrastructure, much of the semiconductor industry is still in a deep recession. As a result, Broadcom's growth during this period indicates that it is gaining a lot of market share. Chen Fuyang said that sales of AI-specific chips increased by 280% year-on-year last quarter.</p><p><h2 id=\"id_3495298692\">A huge acquisition with many question marks</h2>On top of all the buzz about AI chips, VMware has been blended into Broadcom's software division — which now accounts for about 40% of total revenue. Once a key cloud software provider, VMware enabled the computing power of data centers to be split and distributed to companies looking to \"lease\" computing power, but it was an underwhelming software investment. Chen and the team are trying to change that quickly, mostly by restructuring VMware's partnership program (consultants, etc. reselling VMware products to actual end customers).</p><p>Like past software acquisitions, Broadcom focuses on its largest and most profitable VMware relationship. The old partner program has thrown VMware into \"chaos,\" so addressing these issues — even if VMware is significantly more profitable — is equally a complex task, Chen Fuyang said on a recent earnings call.</p><p>The good news is that even if actual VMware-specific revenue growth beyond this year may not be a significant factor, VMware is indeed starting to become more profitable. Still, Broadcom's adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) came in at 61% last quarter. Once integration fees are mostly completed next year, VMware could help Broadcom's free cash flow margin approach 50%, just like it did last year (total free cash flow margins were an incredible 49% in 2023, compared to 36% in the previous quarter).</p><p>Even after its incredible growth, Broadcom looks to be trading at a reasonable price of 44 times its free cash flow over the past 12 months. That's a premium, but it could be significantly lower if the company continues to deliver AI semiconductor growth and free up cash from its large software division.</p><p>Another reason to look out for is the large amount of debt Broadcom took on to acquire VMware. Total debt now stands at $74 billion, though management says it plans to pay off about $2 billion a quarter.</p><p>As a happy shareholder, I believe Broadcom's good times will continue this year. Stay tuned for VMware's progress and the associated debt burden as 2024 progresses.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{"AVGO":"博通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160472301","content_text":"博通 和 英伟达 已经成为人工智能行业的两大长期增长领导者。也许还不完全是英伟达，但顶级芯片设计师和基础设施软件提供商博通（AVGO -4.38%）也在经历自己的史诗般增长。博通的股票在2024年迄今已上涨了60%以上，虽然比不上英伟达超过170%的涨幅，但仍然是一个惊人的成绩。在这样的一年里，即使上涨“仅”60%也未能创造最佳记录！在最近一次财报更新的同时，博通还宣布将在2024年7月进行10股拆1股的股票分割。尽管股价并不会因为拆分而改变股票的基本价值，博通已经构建了一个独特的业务模式，未来几年可能会为其股东带来更多收益。这就是为什么现在买入可能还不算晚，但也有理由保持谨慎乐观的原因。通过收购建立的，与其他芯片公司不同在CEO陈福阳的领导下，博通通过多次收购成为了一个巨头。作为总部位于新加坡的安华高公司，陈福阳在2016年主导了对博通的收购（安华高随后采用了被收购公司的名称），几年前又将公司总部迁至美国。自2017年起，经过一系列芯片设计公司的收购，陈福阳和团队将注意力转向了企业软件业务的收购。这 culminated in the purchase of top cloud management software provider VMware in 2023.这里的重点是，博通在收购许多芯片技术并出色地管理它们（特别是在盈利能力方面）方面的卓越表现，使其在人工智能（AI）基础设施繁荣中处于关键位置。虽然英伟达在全新的AI训练数据中心市场中开创并占据主导地位，但随着大型数据中心运营商开始应对在现有数据中心日常使用AI的挑战，许多人转向了博通的高效芯片设计专长和企业软件。在最近一个季度（2024财年第二季度，截止于5月5日的三个月期间），博通报告了半导体销售同比增长6%。这听起来不算多，但除去人工智能（AI）基础设施，大部分半导体行业仍处于深度衰退中。因此，博通在此期间的增长表明它正在获得大量市场份额。陈福阳表示，上季度AI专用芯片销售同比增长280%。一项存在许多问号的巨额收购除了所有关于AI芯片的喧嚣之外，VMware也被混入了博通的软件部门——该部门现在占总收入的约40%。VMware曾是一个关键的云软件提供商，支持数据中心的计算能力被分割和分配给希望“租用”计算能力的公司，但它是一个平淡无奇的软件投资。陈福阳和团队正试图迅速改变这种状况，主要是通过重组VMware的合作伙伴计划（顾问等转售VMware产品给实际终端客户）。像过去的软件收购一样，博通专注于其最大的、最有利可图的VMware关系。陈福阳在最近的财报电话会议上表示，旧的合作伙伴计划让VMware陷入“混乱”，因此解决这些问题（即使VMware显著更具盈利能力）同样是一项复杂的任务。好消息是，即使超出今年的实际VMware特定收入增长可能不是一个重要因素，VMware确实开始变得更有利可图了。尽管如此，上季度博通的调整后息税折旧摊销前利润（EBITDA）为61%。一旦整合费用在明年大部分完成，VMware可能会帮助博通的自由现金流利润率接近50%，就像去年一样（2023年总的自由现金流利润率为令人难以置信的49%，而上季度为36%）。即使在其令人难以置信的增长之后，博通的交易价格看起来还是合理的，为过去12个月自由现金流的44倍。这是一个溢价，但如果公司继续实现AI半导体增长并从其大型软件部门释放现金，这个溢价可能会大大降低。另一个需要注意的原因是博通为收购VMware而承担的大量债务。总债务现在为740亿美元，不过管理层表示计划每季度还债约20亿美元。作为一个快乐的股东，我相信博通今年的好时光将继续。随着2024年的进展，请继续关注VMware的进展及相关的债务负担。","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":1419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311840162320696,"gmtCreate":1717158663358,"gmtModify":1717163080984,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562839524718897","authorIdStr":"3562839524718897"},"themes":[],"title":"","htmlText":"SMCI 🚀🚀🚀","listText":"SMCI 🚀🚀🚀","text":"SMCI 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311840162320696","repostId":"2439621259","repostType":2,"isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311839113973896,"gmtCreate":1717158456933,"gmtModify":1717163076910,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562839524718897","authorIdStr":"3562839524718897"},"themes":[],"title":"","htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311839113973896","repostId":"1121907128","repostType":2,"isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310386786930712,"gmtCreate":1716787454960,"gmtModify":1716791865514,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562839524718897","authorIdStr":"3562839524718897"},"themes":[],"title":"","htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310386786930712","repostId":"2437052520","repostType":2,"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283516772667440,"gmtCreate":1710256930683,"gmtModify":1710257380109,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562839524718897","authorIdStr":"3562839524718897"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> 🚀🚀🚀","listText":"<a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> 🚀🚀🚀","text":"$Vertiv Holdings LLC(VRT)$ 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283516772667440","isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":484743849730128,"gmtCreate":1759376238516,"gmtModify":1759376241579,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562839524718897","idStr":"3562839524718897"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a><v-v data-views=\"1\"></v-v> $350 🚀🚀","listText":"<a href=\"https://ttm.financial/S/LITE\">$Lumentum Holdings Inc.(LITE)$&nbsp;</a><v-v data-views=\"1\"></v-v> $350 🚀🚀","text":"$Lumentum Holdings Inc.(LITE)$ $350 🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484743849730128","isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":444940229861872,"gmtCreate":1749652380678,"gmtModify":1749652382699,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562839524718897","idStr":"3562839524718897"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$&nbsp;</a><v-v data-views=\"1\"></v-v> 200🚀🚀🚀","listText":"<a href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$&nbsp;</a><v-v data-views=\"1\"></v-v> 200🚀🚀🚀","text":"$Astera Labs, Inc.(ALAB)$ 200🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/444940229861872","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":550892448835256,"gmtCreate":1775516322232,"gmtModify":1775516325339,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562839524718897","idStr":"3562839524718897"},"themes":[],"title":"","htmlText":"🚀🚀🚀🚀","listText":"🚀🚀🚀🚀","text":"🚀🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/550892448835256","repostId":"1178699494","repostType":4,"repost":{"id":"1178699494","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1775513418,"share":"https://ttm.financial/m/news/1178699494?lang=en_US&edition=fundamental","pubTime":"2026-04-07 06:10","market":"us","language":"zh","title":"Broadcom reaches long-term deal with Google to collaborate on developing and supplying TPUs","url":"https://stock-news.laohu8.com/highlight/detail?id=1178699494","media":"老虎资讯综合","summary":"合作开发并供应张量处理器（TPU）。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Signed a long-term agreement with Google to collaborate on the development and supply of tensor processors (TPUs). Broadcom will develop and supply customized TPUs for Google's next generation of tensor processing units, and will also provide networks and other components for Google's new generation of AI server cabinets, with an agreement term until 2031.</p><p>Broadcom rose 2.62% premarket Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8d32448ea1d18e76639dac5f158a670\" tg-width=\"540\" tg-height=\"162\"/></p><p>In addition, Broadcom, Google and artificial intelligence company Anthropic expand their existing strategic cooperation. From 2027, Anthropic will receive approximately 3.5 GW of computing power support through Broadcom. The scale of Anthropic's use of this newly added AI computing power depends on its subsequent commercial performance.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Broadcom reaches long-term deal with Google to collaborate on developing and supplying TPUs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBroadcom reaches long-term deal with Google to collaborate on developing and supplying TPUs\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2026-04-07 06:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>Signed a long-term agreement with Google to collaborate on the development and supply of tensor processors (TPUs). Broadcom will develop and supply customized TPUs for Google's next generation of tensor processing units, and will also provide networks and other components for Google's new generation of AI server cabinets, with an agreement term until 2031.</p><p>Broadcom rose 2.62% premarket Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8d32448ea1d18e76639dac5f158a670\" tg-width=\"540\" tg-height=\"162\"/></p><p>In addition, Broadcom, Google and artificial intelligence company Anthropic expand their existing strategic cooperation. From 2027, Anthropic will receive approximately 3.5 GW of computing power support through Broadcom. The scale of Anthropic's use of this newly added AI computing power depends on its subsequent commercial performance.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/52494a0148c812202dfea33f1ee9a9b0","relate_stocks":{"AVGO":"博通","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178699494","content_text":"博通与谷歌签署长期协议，合作开发并供应张量处理器（TPU）。博通将为谷歌下一代张量处理单元研发并供应定制化TPU，还将为谷歌新一代AI服务器机柜提供网络及其他组件，协议期限至2031年。博通周二盘前涨2.62%。此外，博通、谷歌与人工智能公司Anthropic扩大现有战略合作，自2027年起，Anthropic将通过博通获得约3.5吉瓦的算力支持。Anthropic对此次新增AI算力的使用规模，取决于其后续商业表现。","news_type":1,"symbols_score_info":{"GOOG":2,"AVGO":2,"GOOGL":2}},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368183482331288,"gmtCreate":1730906298139,"gmtModify":1730906300069,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562839524718897","idStr":"3562839524718897"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 🚀🚀🚀","listText":"<a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 🚀🚀🚀","text":"$Vertiv Holdings LLC(VRT)$ 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368183482331288","isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283516772667440,"gmtCreate":1710256930683,"gmtModify":1710257380109,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562839524718897","idStr":"3562839524718897"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> 🚀🚀🚀","listText":"<a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> 🚀🚀🚀","text":"$Vertiv Holdings LLC(VRT)$ 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283516772667440","isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371918702104904,"gmtCreate":1731840184101,"gmtModify":1731840187834,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562839524718897","idStr":"3562839524718897"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ANET\">$Arista Networks, Inc.(ANET)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 600 🚀🚀🚀","listText":"<a href=\"https://ttm.financial/S/ANET\">$Arista Networks, Inc.(ANET)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 600 🚀🚀🚀","text":"$Arista Networks, Inc.(ANET)$ 600 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371918702104904","isVote":1,"tweetType":1,"viewCount":1325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320203514904800,"gmtCreate":1719203890854,"gmtModify":1719203895097,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562839524718897","idStr":"3562839524718897"},"themes":[],"title":"","htmlText":"🚀🚀，","listText":"🚀🚀，","text":"🚀🚀，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320203514904800","repostId":"1160472301","repostType":2,"repost":{"id":"1160472301","kind":"news","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1719200991,"share":"https://ttm.financial/m/news/1160472301?lang=en_US&edition=fundamental","pubTime":"2024-06-24 11:49","market":"us","language":"zh","title":"This stock has risen 55% during the year, should it still be bought now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1160472301","media":"老虎資訊","summary":"博通的股票在2024年迄今已上涨了60%以上，虽然比不上英伟达超过170%的涨幅，但仍然是一个惊人的成绩。在最近一次财报更新的同时，博通还宣布将在2024年7月进行10股拆1股的股票分割。在最近一个季度，博通报告了半导体销售同比增长6%。因此，博通在此期间的增长表明它正在获得大量市场份额。陈福阳表示，上季度AI专用芯片销售同比增长280%。作为一个快乐的股东，我相信博通今年的好时光将继续。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>And<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Have become two long-term growth leaders in the AI industry.</p><p>Maybe not quite Nvidia yet, but top chip designer and infrastructure software provider Broadcom (AVGO-4.38%) is also experiencing its own epic growth. Broadcom's stock is up more than 60% so far in 2024, which, while not matching Nvidia's more than 170% gain, is still a phenomenal achievement. In a year like this, even a rise of \"only\" 60% failed to set the best record!</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4a955bdb4bea89eb804e08b0e3da6acf\" tg-width=\"560\" tg-height=\"240\"/></p><p>In conjunction with the latest earnings update, Broadcom also announced that it will conduct a 10-share split for 1 share stock split in July 2024. Although the share price does not change the underlying value of the stock as a result of the split, Broadcom has built a unique business model that could deliver more for its shareholders in the coming years. This is why it may not be too late to buy, but there are also reasons for cautious optimism.</p><p><h2 id=\"id_2589115007\">Built through acquisitions, unlike other chip companies</h2>Under the leadership of CEO Chen Fuyang, Broadcom has become a giant through many acquisitions. As Singapore-based Avago, Chen Fuyang led the acquisition of Broadcom in 2016 (Avago subsequently adopted the name of the acquired company) and moved the company's headquarters to the United States a few years ago.</p><p>Since 2017, after a series of acquisitions by chip design companies, Chen Fuyang and his team have turned their attention to the acquisition of enterprise software business. This culminated in the purchase of top cloud management software provider VMware in 2023.</p><p>The point here is that Broadcom's excellence in acquiring many of the chip technologies and managing them brilliantly, particularly in terms of profitability, puts it in a key position in the artificial intelligence (AI) infrastructure boom. While Nvidia pioneered and dominated the brand-new AI training data center market, many turned to Broadcom's efficient chip design expertise and enterprise software as large data center operators began to tackle the challenges of using AI on a daily basis in their existing data centers.</p><p>In its most recent quarter (Q2 FY 2024, the three-month period ended May 5), Broadcom reported a 6% year-over-year increase in semiconductor sales. That doesn't sound like much, but excluding artificial intelligence (AI) infrastructure, much of the semiconductor industry is still in a deep recession. As a result, Broadcom's growth during this period indicates that it is gaining a lot of market share. Chen Fuyang said that sales of AI-specific chips increased by 280% year-on-year last quarter.</p><p><h2 id=\"id_3495298692\">A huge acquisition with many question marks</h2>On top of all the buzz about AI chips, VMware has been blended into Broadcom's software division — which now accounts for about 40% of total revenue. Once a key cloud software provider, VMware enabled the computing power of data centers to be split and distributed to companies looking to \"lease\" computing power, but it was an underwhelming software investment. Chen and the team are trying to change that quickly, mostly by restructuring VMware's partnership program (consultants, etc. reselling VMware products to actual end customers).</p><p>Like past software acquisitions, Broadcom focuses on its largest and most profitable VMware relationship. The old partner program has thrown VMware into \"chaos,\" so addressing these issues — even if VMware is significantly more profitable — is equally a complex task, Chen Fuyang said on a recent earnings call.</p><p>The good news is that even if actual VMware-specific revenue growth beyond this year may not be a significant factor, VMware is indeed starting to become more profitable. Still, Broadcom's adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) came in at 61% last quarter. Once integration fees are mostly completed next year, VMware could help Broadcom's free cash flow margin approach 50%, just like it did last year (total free cash flow margins were an incredible 49% in 2023, compared to 36% in the previous quarter).</p><p>Even after its incredible growth, Broadcom looks to be trading at a reasonable price of 44 times its free cash flow over the past 12 months. That's a premium, but it could be significantly lower if the company continues to deliver AI semiconductor growth and free up cash from its large software division.</p><p>Another reason to look out for is the large amount of debt Broadcom took on to acquire VMware. Total debt now stands at $74 billion, though management says it plans to pay off about $2 billion a quarter.</p><p>As a happy shareholder, I believe Broadcom's good times will continue this year. Stay tuned for VMware's progress and the associated debt burden as 2024 progresses.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This stock has risen 55% during the year, should it still be bought now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis stock has risen 55% during the year, should it still be bought now?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time smaller\">2024-06-24 11:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>And<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Have become two long-term growth leaders in the AI industry.</p><p>Maybe not quite Nvidia yet, but top chip designer and infrastructure software provider Broadcom (AVGO-4.38%) is also experiencing its own epic growth. Broadcom's stock is up more than 60% so far in 2024, which, while not matching Nvidia's more than 170% gain, is still a phenomenal achievement. In a year like this, even a rise of \"only\" 60% failed to set the best record!</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4a955bdb4bea89eb804e08b0e3da6acf\" tg-width=\"560\" tg-height=\"240\"/></p><p>In conjunction with the latest earnings update, Broadcom also announced that it will conduct a 10-share split for 1 share stock split in July 2024. Although the share price does not change the underlying value of the stock as a result of the split, Broadcom has built a unique business model that could deliver more for its shareholders in the coming years. This is why it may not be too late to buy, but there are also reasons for cautious optimism.</p><p><h2 id=\"id_2589115007\">Built through acquisitions, unlike other chip companies</h2>Under the leadership of CEO Chen Fuyang, Broadcom has become a giant through many acquisitions. As Singapore-based Avago, Chen Fuyang led the acquisition of Broadcom in 2016 (Avago subsequently adopted the name of the acquired company) and moved the company's headquarters to the United States a few years ago.</p><p>Since 2017, after a series of acquisitions by chip design companies, Chen Fuyang and his team have turned their attention to the acquisition of enterprise software business. This culminated in the purchase of top cloud management software provider VMware in 2023.</p><p>The point here is that Broadcom's excellence in acquiring many of the chip technologies and managing them brilliantly, particularly in terms of profitability, puts it in a key position in the artificial intelligence (AI) infrastructure boom. While Nvidia pioneered and dominated the brand-new AI training data center market, many turned to Broadcom's efficient chip design expertise and enterprise software as large data center operators began to tackle the challenges of using AI on a daily basis in their existing data centers.</p><p>In its most recent quarter (Q2 FY 2024, the three-month period ended May 5), Broadcom reported a 6% year-over-year increase in semiconductor sales. That doesn't sound like much, but excluding artificial intelligence (AI) infrastructure, much of the semiconductor industry is still in a deep recession. As a result, Broadcom's growth during this period indicates that it is gaining a lot of market share. Chen Fuyang said that sales of AI-specific chips increased by 280% year-on-year last quarter.</p><p><h2 id=\"id_3495298692\">A huge acquisition with many question marks</h2>On top of all the buzz about AI chips, VMware has been blended into Broadcom's software division — which now accounts for about 40% of total revenue. Once a key cloud software provider, VMware enabled the computing power of data centers to be split and distributed to companies looking to \"lease\" computing power, but it was an underwhelming software investment. Chen and the team are trying to change that quickly, mostly by restructuring VMware's partnership program (consultants, etc. reselling VMware products to actual end customers).</p><p>Like past software acquisitions, Broadcom focuses on its largest and most profitable VMware relationship. The old partner program has thrown VMware into \"chaos,\" so addressing these issues — even if VMware is significantly more profitable — is equally a complex task, Chen Fuyang said on a recent earnings call.</p><p>The good news is that even if actual VMware-specific revenue growth beyond this year may not be a significant factor, VMware is indeed starting to become more profitable. Still, Broadcom's adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) came in at 61% last quarter. Once integration fees are mostly completed next year, VMware could help Broadcom's free cash flow margin approach 50%, just like it did last year (total free cash flow margins were an incredible 49% in 2023, compared to 36% in the previous quarter).</p><p>Even after its incredible growth, Broadcom looks to be trading at a reasonable price of 44 times its free cash flow over the past 12 months. That's a premium, but it could be significantly lower if the company continues to deliver AI semiconductor growth and free up cash from its large software division.</p><p>Another reason to look out for is the large amount of debt Broadcom took on to acquire VMware. Total debt now stands at $74 billion, though management says it plans to pay off about $2 billion a quarter.</p><p>As a happy shareholder, I believe Broadcom's good times will continue this year. Stay tuned for VMware's progress and the associated debt burden as 2024 progresses.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{"AVGO":"博通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160472301","content_text":"博通 和 英伟达 已经成为人工智能行业的两大长期增长领导者。也许还不完全是英伟达，但顶级芯片设计师和基础设施软件提供商博通（AVGO -4.38%）也在经历自己的史诗般增长。博通的股票在2024年迄今已上涨了60%以上，虽然比不上英伟达超过170%的涨幅，但仍然是一个惊人的成绩。在这样的一年里，即使上涨“仅”60%也未能创造最佳记录！在最近一次财报更新的同时，博通还宣布将在2024年7月进行10股拆1股的股票分割。尽管股价并不会因为拆分而改变股票的基本价值，博通已经构建了一个独特的业务模式，未来几年可能会为其股东带来更多收益。这就是为什么现在买入可能还不算晚，但也有理由保持谨慎乐观的原因。通过收购建立的，与其他芯片公司不同在CEO陈福阳的领导下，博通通过多次收购成为了一个巨头。作为总部位于新加坡的安华高公司，陈福阳在2016年主导了对博通的收购（安华高随后采用了被收购公司的名称），几年前又将公司总部迁至美国。自2017年起，经过一系列芯片设计公司的收购，陈福阳和团队将注意力转向了企业软件业务的收购。这 culminated in the purchase of top cloud management software provider VMware in 2023.这里的重点是，博通在收购许多芯片技术并出色地管理它们（特别是在盈利能力方面）方面的卓越表现，使其在人工智能（AI）基础设施繁荣中处于关键位置。虽然英伟达在全新的AI训练数据中心市场中开创并占据主导地位，但随着大型数据中心运营商开始应对在现有数据中心日常使用AI的挑战，许多人转向了博通的高效芯片设计专长和企业软件。在最近一个季度（2024财年第二季度，截止于5月5日的三个月期间），博通报告了半导体销售同比增长6%。这听起来不算多，但除去人工智能（AI）基础设施，大部分半导体行业仍处于深度衰退中。因此，博通在此期间的增长表明它正在获得大量市场份额。陈福阳表示，上季度AI专用芯片销售同比增长280%。一项存在许多问号的巨额收购除了所有关于AI芯片的喧嚣之外，VMware也被混入了博通的软件部门——该部门现在占总收入的约40%。VMware曾是一个关键的云软件提供商，支持数据中心的计算能力被分割和分配给希望“租用”计算能力的公司，但它是一个平淡无奇的软件投资。陈福阳和团队正试图迅速改变这种状况，主要是通过重组VMware的合作伙伴计划（顾问等转售VMware产品给实际终端客户）。像过去的软件收购一样，博通专注于其最大的、最有利可图的VMware关系。陈福阳在最近的财报电话会议上表示，旧的合作伙伴计划让VMware陷入“混乱”，因此解决这些问题（即使VMware显著更具盈利能力）同样是一项复杂的任务。好消息是，即使超出今年的实际VMware特定收入增长可能不是一个重要因素，VMware确实开始变得更有利可图了。尽管如此，上季度博通的调整后息税折旧摊销前利润（EBITDA）为61%。一旦整合费用在明年大部分完成，VMware可能会帮助博通的自由现金流利润率接近50%，就像去年一样（2023年总的自由现金流利润率为令人难以置信的49%，而上季度为36%）。即使在其令人难以置信的增长之后，博通的交易价格看起来还是合理的，为过去12个月自由现金流的44倍。这是一个溢价，但如果公司继续实现AI半导体增长并从其大型软件部门释放现金，这个溢价可能会大大降低。另一个需要注意的原因是博通为收购VMware而承担的大量债务。总债务现在为740亿美元，不过管理层表示计划每季度还债约20亿美元。作为一个快乐的股东，我相信博通今年的好时光将继续。随着2024年的进展，请继续关注VMware的进展及相关的债务负担。","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":1419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311840162320696,"gmtCreate":1717158663358,"gmtModify":1717163080984,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562839524718897","idStr":"3562839524718897"},"themes":[],"title":"","htmlText":"SMCI 🚀🚀🚀","listText":"SMCI 🚀🚀🚀","text":"SMCI 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311840162320696","repostId":"2439621259","repostType":2,"isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311839113973896,"gmtCreate":1717158456933,"gmtModify":1717163076910,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562839524718897","idStr":"3562839524718897"},"themes":[],"title":"","htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311839113973896","repostId":"1121907128","repostType":2,"isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310386786930712,"gmtCreate":1716787454960,"gmtModify":1716791865514,"author":{"id":"3562839524718897","authorId":"3562839524718897","name":"旅行蛙","avatar":"https://static.tigerbbs.com/141de2e30f8b2c0e13678c64cfd16ea4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562839524718897","idStr":"3562839524718897"},"themes":[],"title":"","htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310386786930712","repostId":"2437052520","repostType":2,"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}