Hi, we have another analysis and this time we will focus on the…

· 10h

Hi, we have another analysis and this time we will focus on the company Broadcom.

Broadcom is no longer just some chip maker benefiting from the AI boom.

Today it generates nearly $30 billion in revenue per quarter, makes $16.7 billion per quarter from AI chips, and at the same time owns one of the largest infrastructure software platforms in the world.

And that is exactly why AVGO has been interesting me more and more lately.

Let's break down why. 👇

🚀 1. FIRST, THE MOST IMPORTANT THING

If I had to describe Broadcom very simply:

It is a technology company that earns money in two huge markets.

• On one hand, it manufactures chips and networking for data centers.

• On the other hand, it has infrastructure and enterprise software, including VMware.

In Q3 FY2026, Broadcom:

💰 made $29.6 billion in revenue

📈 grew 86% year over year, which is a number that seems enormous to me...

🤖 generated $16.7 billion in revenue

💵 created $13.7 billion in free cash flow

🔥 margins around 68%

💰 and $24 billion in cash

This is no longer just a small company trying to find a place in AI infrastructure.

Broadcom is one of the key suppliers of the entire AI infrastructure.

Do you own Broadcom stock? Or are you staying on the sidelines here?🤔🚀

Whether I am buying the stock and what my position is here, I have uploaded to my profile!😮‍💨💥

A community member's personal view, not investment advice. Community Guidelines

Vojtěch Šplíchal @vojtechsplichal 2h

$AVGO is definitely an interesting company, and its current valuation is also very attractive. I have to admit that they achieve an excellent ROE, which comes in at around 43%. However, my portfolio is already heavily exposed to AI, so the company would really have to drop to, say, $270 for me to seriously consider it!

Kryštof Jáně @krystofjane 1h

We talked about it on stream :) I'm following, not buying yet.

Martin Sedláček @martinsedlacek 7h

I don't hold Broadcom in my portfolio, but I do own competitor $MRVL, which I entered at around $70. At the time, Marvell seemed more attractively valued to me, so I ultimately went with it.

StockPickers DUO @stockpickers_duo 5h

for 70 super buy. Marvell, but it is now for me valuation-wise elsewhere with fw pe 35 and Broadcom 18.

Franta @fanyn92 10h

I first bought at the $346 level.

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