I made an additional investment in AVGO as Broadcom’s growth story strengthens post-VMware acquisition. Its infrastructure software revenue rose 25% YoY in Q2 FY2025, with 87% of its top 10,000 customers now using the VCF platform. This high-margin, recurring revenue stream enhances its chip business and supports AI and private cloud demand. With $10 billion in EBITDA (67% margin), $6.4 billion in free cash flow, and $7 billion returned to shareholders, Broadcom’s capital efficiency and shareholder focus make it a compelling long-term investment.
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- Porter Harry·07-31Agree with you, but I’m afraid it’s too high to buy in now.[Cry]LikeReport
- moxieoo·07-31Love the deep insights! Great move on AVGO! [Heart]LikeReport