Substack · 00 Frequency📡 · Jordi Guillamón
El margen cambió de manos
Ochocientos mil millones de capex, la cadena de valor de la inteligencia artificial capa por capa, y por qué el año lo pagó la memoria y no los modelos
US · 13 entries · 11 publications
AVGO
Broadcom
- Entries
- 13
- Bullish
- 1
- Bearish
- 0
- First
- Nov 21, 2025
- Latest
- Oct 23, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on AVGO at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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1Timeline
Newest to oldest- October 2026 1 entry
Substack · Business Model Mastery · The Antifragile Investor
Nvidia stock analysis: 75% gross margins, but who profits when AI chips become obsolete?
TSMC earns 59% operating margins, Broadcom’s AI chip business grew 221%, and Intel’s foundries lost $2.1 billion. The difference is who must pay to keep up.
Since publication AVGO +2.3% α +1.6 pp vs S&P 500 · USD
- September 2026 7 entries
Substack · Rijnberk InvestInsights · Daan | InvestInsights
Broadcom – Cheap For a Reason, But Oversold All The Same
Broadcom is growing explosively, but it’s also betting entirely on OpenAI and Anthropic while taking on huge credit risk through vendor financing structures
Since publication −4.5% α −5.3 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/mahend72
Broadcom Is not Trying to Beat Nvidia, It May Be Building the Infrastructure Around It
I have been noticing deeper into Broadcom ($AVGO), and I think the most interesting part of the story is being missed. Broadcom does not need to beat Nvidia in GPUs. Its bigger opportunity may come from what happens…
Since publication AVGO −9.1% α −9.3 pp vs S&P 500 · USD
Substack · The Inside Analyst · Niklas Petry
Broadcom’s Free Cash Flow Doubled This Year. How Much of It Is Priced in?
Even after giving Broadcom credit for a near-doubling of earnings in 2026, the valuation requires another five years of exceptional growth. What are the odds for investors?
Since publication −10.7% α −10.7 pp vs S&P 500 · USD
Substack · Hundal Earnings
Broadcom and the Economics of AI Infrastructure Customization
Broadcom captures value from the growing complexity of AI infrastructure, while hyperscaler vertical integration could determine how durable that value capture becomes.
Since publication −10.7% α −10.7 pp vs S&P 500 · USD
Substack · Wall Street Insider Report · Dan Castro
ζ Broadcom $AVGO Grew AI Revenue 221% & Fell After Hours
+ $SNOW, $CIEN + 17 Curated Assets Cycle Analysis
Since publication AVGO −7.8% α −6.9 pp vs S&P 500 · USD
Substack · Compounding Your Wealth · Sergey
Snowflake Earnings & Broadcom Q2 2026 Snapshot
$SNOW, $AVGO Earnings analysis with review of financial performance, key metrics, operating expenses, dilution, customer growth, future outlook
Since publication AVGO −7.8% α −6.9 pp vs S&P 500 · USD
Substack · Wall Street Insider Report · Dan Castro
ζ Credo Doubled Revenue and Fell 18% the Next Day $CRDO
+ $PLTR, $AVGO and 17 Curated Assets Cycle Analysis
Since publication AVGO −10.4% α −10.5 pp vs S&P 500 · USD
- August 2026 1 entry
Substack · Invest in Quality · Invest In Assets 📈
Broadcom: The AI Arms Dealer That Wins Regardless 💽
PEG of 0.58x, expected EPS growth of 41.2%, and billings into 2028 🚀
Since publication −22.1% α −21.1 pp vs S&P 500 · USD
- December 2025 3 entries
Substack · I/O Fund · Beth Kindig
The AI Revenue Leader Nobody Is Talking About— Second Only to Nvidia Stock
Meta’s stock sits at the center of the AI spending debate, as Big Tech continues to shock markets with outsized AI-driven capital expenditures. What is being overlooked is that Meta’s stock is already reporting a…
Since publication AVGO −5.8% α −16.9 pp vs S&P 500 · USD
YouTube · Everything Money Plus
Paul Reacts to LULU, Costco, & Broadcom Stock Earnings
Institutional · eToro
Trio of Earnings in Focus: AVGO, LULU, COST
The Daily Breakdown dials in after the Fed cut interest rates, and with Broadcom, Lululemon, and Costco set to report earnings. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning…
Since publication AVGO −19.0% α −30.2 pp vs S&P 500 · USD
- November 2025 1 entry
Substack · I/O Fund · Beth Kindig
Big Tech’s $405B Bet: Why AI Stocks Are Set Up for a Strong 2026
AI accelerators such as GPUs and custom silicon need no introduction. Compute has led the AI boom; a trend so powerful, it is displacing the FAANGs of the last decade with Nvidia firmly the world’s most valuable company…
Since publication AVGO −3.2% α −19.5 pp vs S&P 500 · USD
There are 3 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.