Guavaxf3006
09:12

Like NVDA and MRVL, and also CRWV, AVGO is now in a state where the valuation ramp-up is getting more and more scrutinised. The very real fear is the amount of cash investments to bring the AI theme into real profitability is really way over. Why Jensen Huang and his party of funders are talking up with a promised capitalisation of 0.5 trillion, is they know this. Everything hinges on the operating AI models out there actually turning real profit. So far, no AI business has done this. And the real fear is it seems that the only way to get this profitable is to throw even more money into it. It's like that old joke about some businesses which never see daylights. How do you become a millionaire dealing in these? You first need to be a billionair.

Broadcom's AI Revenue Grew 221% — and It's Still the "Frustrating" AI Laggard

① THE FILTER — what we screened out, what we keptWe scanned 40+ analyst actions on AVGO after its Sep 2 Q3 FY2026 print, the results, and the segment filings.We cut: the "why couldn't it match...
Broadcom's AI Revenue Grew 221% — and It's Still the "Frustrating" AI Laggard

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