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
EE. UU. · 13 entradas · 11 publicaciones
AVGO
Broadcom
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- 21 nov 2025
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De la más reciente a la más antigua- octubre de 2026 1 entrada
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 $2.1 billion. The difference is who must pay to keep up.
Desde publicación AVGO +2,3 % α +1,6 p. p. vs S&P 500 · USD
- septiembre de 2026 7 entradas
Substack · Rijnberk InvestInsights · Daan | InvestInsights
Broadcom – Cheap For a Reason, But Oversold All The Same
Broadcom is growing explosively, but it’s also betting entirely on OpenAI and Anthropic while taking on huge credit risk through vendor financing structures
Desde publicación −4,5 % α −5,3 p. p. vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/mahend72
Broadcom Is not Trying to Beat Nvidia, It May Be Building the Infrastructure Around It
I have been noticing deeper into Broadcom ($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…
Desde publicación AVGO −9,1 % α −9,3 p. p. 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?
Desde publicación −10,7 % α −10,7 p. p. 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.
Desde publicación −10,7 % α −10,7 p. p. 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
Desde publicación AVGO −7,8 % α −6,9 p. p. 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
Desde publicación AVGO −7,8 % α −6,9 p. p. 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
Desde publicación AVGO −10,4 % α −10,5 p. p. vs S&P 500 · USD
- agosto de 2026 1 entrada
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 🚀
Desde publicación −22,1 % α −21,1 p. p. vs S&P 500 · USD
- diciembre de 2025 3 entradas
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…
Desde publicación AVGO −5,8 % α −16,9 p. p. vs S&P 500 · USD
YouTube · Everything Money Plus
Paul Reacts to LULU, Costco, & Broadcom Stock Earnings
Institucional · 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…
Desde publicación AVGO −19,0 % α −30,2 p. p. vs S&P 500 · USD
- noviembre de 2025 1 entrada
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…
Desde publicación AVGO −3,2 % α −19,5 p. p. vs S&P 500 · USD
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