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Alcista 60%0% Bajista
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A

$AVGO

Broadcom Inc.

5 publicaciones · debate comunitario gratuito

GráficosInvestigación IAValor JustoTodos los hilos
🐂 Alcista 60%Sentimiento de la Comunidad0% 🐻 Bajista

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5 publicaciones · $AVGO

E
EmilyHall🐂 Alcista37d

vmware integration going better than expected. cost cuts are real. plus they are the picks and shovels for custom ai silicon. google and meta both use broadcom for asics

T
tony241😐 Neutral37d

dividend yield under 1.5% after the run. vmware added a lot of debt. great company but priced for perfection

J
jasminej😐 Neutral37d

Dividend yield under 1.5% after the runup. The VMware acquisition added a lot of debt. Great company but the valuation reflects perfection.

H
humble_shrimp_3🐂 Alcista37d

VMware integration is going better than expected. They are cutting costs aggressively and the margin expansion is real. Broadcom is the best run semiconductor company in the world.

X
xBrittany12🐂 Alcista37d

Custom AI silicon for Google and Meta is a huge business. Broadcom is the picks and shovels play for AI even if you don't want to bet on NVDA directly.

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