$AVGO — what investors on X are saying

$AVGOBroadcom Inc. · Semiconductors · $1.71T

$360.14

-4.3%at close · 10/08

Event thread

Key events, in time order

30 items

2026-10-01 → 10-08Company🔥Developing
Broadcom seeks $50B+ financing for OpenAI chips, Apollo and Blackstone approached
Talks early, expected to close before year-end, covering several gigawatts of chip capacity
D1 -2.1% · +5d +4.8%
4 waves of this story
- 2026-10-01 Per Anthropic's IPO prospectus, Broadcom will lend up to $42B for AI infrastructure leases, securing long-term compute demand.
- 2026-10-02 Wall Street syndicate advances financing, extending AI compute partnership with Anthropic
- 2026-10-06 Power shortage doesn't dent AI chip demand; Morgan Stanley backs; financing plan progresses
- 2026-10-08 Talks early, expected to close before year-end, covering several gigawatts of chip capacity
2026-10-05Capital
Institutional buying and selling of Broadcom shows divergence
Violich raised stake 26%, MassMutual cut 4.5%, showing institutional divergence
D1 +2.1% · since -0.7%

28 earlier events

2026-09-29Company
Broadcom Raises Fiscal 2027 AI Chip Revenue Forecast to ~$115B
Company raises AI revenue guidance, but shares slip as high bar concerns emerge
D1 +1.6% · +5d +5.8%
2026-09-29CapitalBear
Broadcom Co-founder Sells ~$250M in Shares
Director Samueli sold 702,190 shares on Sept 23, drawing market attention
D1 +1.6% · +5d +5.8%
2026-09-10 → 09-28CapitalBull
Silicon Photonics Over 50% of Market, Bolstering AVGO's AI Networking Role
ECOC discussions indicate silicon photonics >50% market share, benefiting AVGO as key supplier
D1 -1.0% · +5d -3.7%
10 waves of this story
- 2026-09-10 Ancora trims 9.2%, Alpha cuts 30.6%, Cookson boosts 3.8%, showing divergence
- 2026-09-11 Montanova initiated a stake, BTG Pactual increased by 179.4%, while Aubrey, Jackson and others trimmed, showing mixed institutional sentiment.
- 2026-09-14 Odyssean and Strive Financial significantly raised AVGO holdings in Q2, indicating institutional interest
- 2026-09-15 Schuylkill initiated, Nilsine added, while Azimuth and Chokshi trimmed, showing mixed institutional sentiment.
- 2026-09-16 Vancity raised stake 1546%, Guardian +15%, Greenland trimmed 65%, showing divergent views
- 2026-09-16 Meta to deploy MTIA 450 in 1H27, working with Broadcom and TSMC, reducing Nvidia reliance
- 2026-09-18 Meta plans to deploy custom chips in 2027, BofA estimates $8.5B savings, Broadcom as design partner benefits
- 2026-09-19 Alphabet sells TPUs externally for first time; AVGO as supplier could benefit from new revenue stream
- 2026-09-23 Anthropic in talks to lease 1GW compute, possibly using Broadcom-designed TPUs, reinforcing ASIC demand
- 2026-09-28 ECOC discussions indicate silicon photonics >50% market share, benefiting AVGO as key supplier
2026-09-26AnalystBull
Broadcom highlighted as key AI chip beneficiary by multiple analyses
Multiple independent sources see Broadcom's growth potential in AI chips and ASICs
D1 -0.9% · +5d +3.7%
2026-09-25AnalystBull
AVGO highlighted as key AI spending beneficiary, analysts see strong returns
Goldman sees hyperscaler capex at $1.2T by 2027, AVGO positioned to benefit
D1 +0.7% · +5d +0.7%
2026-09-24RegulationBear
China Reportedly Reviews Broadcom Switches in State Data Centers
Reuters/FT report high penetration in state data centers, may affect local substitution
D1 -1.3% · +5d -1.9%
2 waves of this story
- 2026-09-24 FT reports Broadcom switches may account for up to 90% in some state-backed data centers, raising supply chain concerns
- 2026-09-23 Reuters/FT report high penetration in state data centers, may affect local substitution
2026-09-23Insider selling
Insider selling $250.0M (1)
D1 -2.6% · +5d -1.1%
2026-09-20CompanyBull
AVGO Third-Largest Drawdown in 3 Years, 26% Off Highs, Analysts Still Bullish
Stock 26% off highs, but EPS expected to grow from $11.66 in FY26 to $30.56 by FY28; business still growing.
D1 +1.4% · +5d -3.6%
2026-09-19AnalystBull
Broadcom Expected to Demand More HBM Bits than Nvidia, Analysts Bullish
Citi and Meritz expect Broadcom to demand slightly more HBM bits than Nvidia, highlighting its key role in AI infrastructure.
D1 +1.4% · +5d -3.6%
2026-09-17 → 09-18Capital
Multiple Institutions Add AVGO in Q2; Druckenmiller Exits
Archford, Scholtz, Steamboat, C WorldWide and others add or initiate; contrasts with Druckenmiller exit
D1 +2.3% · +5d +0.9%
2 waves of this story
- 2026-09-17 Agur, Empirical, Second Line, Carmignac raised stakes, but famed investor Druckenmiller exited, mixed signals
- 2026-09-18 Archford, Scholtz, Steamboat, C WorldWide and others add or initiate; contrasts with Druckenmiller exit
2026-09-08 → 09-15Company
AVGO CEO Reaffirms AI Targets; Meta Custom Chips Could Shift Demand
CEO says AI slowdown won't affect FY27/FY28 outlook, but Meta's in-house chips may alter customer mix.
D1 +3.0% · +5d -7.9%
3 waves of this story
- 2026-09-08 Nvidia GPU expansion and AI factory buildouts boost demand for Broadcom's custom chips
- 2026-09-11 Amazon CEO announced raising 2026 capital spending to $220B for AI infrastructure, which as a key supplier Broadcom could benefit from.
- 2026-09-15 CEO says AI slowdown won't affect FY27/FY28 outlook, but Meta's in-house chips may alter customer mix.
2026-09-10AnalystBull
Analysts Bullish on Broadcom AI ASIC, Piper Sandler Overweight
PT $460, sees strong AI inference ASIC demand, supply key constraint
D1 -1.0% · +5d -3.7%
2026-09-09CompanyBull
Broadcom CEO: 2027 chip supply locked, 2028 in progress
AI demand pulls supply chain forward, indicating long-term order visibility
D1 -1.1% · +5d -6.8%
2026-09-09Capital
Institutional Q2 Moves: Ark Invest Adds $41M AVGO, Others Adjust
Ferguson Wellman raised 0.9%, Braun Stacey cut 12.2%, Ark bought $41M, showing mixed institutional sentiment
D1 -1.1% · +5d -6.8%
2026-09-05 → 09-07Capital
Multiple Institutions Raised Broadcom Stakes in Q2; FSA New Position
FSA, Corient among filers showing Q2 position changes, reflecting institutional interest
D1 +3.0% · +5d -7.9%
2 waves of this story
- 2026-09-05 Several institutional investors disclosed new or increased Broadcom stakes in recent 13F filings
- 2026-09-07 FSA, Corient among filers showing Q2 position changes, reflecting institutional interest
2026-09-07AnalystBull
Broadcom trades 18-32% below 52-week high, analysts suggest buy
Among AI chip peers, Broadcom's valuation lags, flagging buying opportunity
D1 +3.0% · +5d -7.9%
2026-08-31 → 09-06EarningsBear
Broadcom's Strong Q3 Results Offset by Soft Q4 Guidance
AI semiconductor revenue up 221%, but weak Q4 guidance weighs on stock
D1 +0.4% · +5d -0.5%
7 waves of this story
- 2026-08-31 Focus on AI revenue expectations; options strategies flag risk
- 2026-09-01 Ahead of earnings, AI semiconductor revenue expectations and VMware announcements heighten market attention
- 2026-09-01 Ahead of earnings, market focuses on AI semiconductor revenue and guidance; multiple sources bullish.
- 2026-09-03 Revenue and EPS beat, AI semi revenue up 221% YoY, but Q4 guide misses, sending stock down
- 2026-09-03 AI chip sales up 221% YoY, but Q4 guidance misses Wall Street estimates, raising concerns about growth sustainability
- 2026-09-04 Strong Q3 beat offset by soft Q4 outlook; AI infra demand remains hot
- 2026-09-06 AI semiconductor revenue up 221%, but weak Q4 guidance weighs on stock
2026-09-038-K filing
8-K: Item 2.02, Item 8.01, Item 9.01
D1 -2.7% · +5d +1.4%
2026-09-03Analyst
Macquarie upgrades to Outperform
D1 -2.7% · +5d +1.4%
2026-09-02Earnings
Earnings report
Q3 fiscal 2026 revenue was $29.6 billion, up 86% year-on-year, with Q3 AI semiconductor revenue at $16.7 billion, up 221% year-on-year and 54% sequentially.
D1 -0.7% · +5d -1.7%
2026-09-01Company
Nvidia Invests in MediaTek, Reshaping AI Chip Competition for Broadcom
Nvidia's investment in MediaTek may impact custom ASIC market, posing potential competition for Broadcom.
D1 -0.2% · +5d -1.4%
2026-08-25 → 08-30Product
OpenAI Chip Benchmark Targets Nvidia; Broadcom Partnership Details Lacking
New benchmark data released but no specifics on Broadcom role; follows prior event
D1 -0.6% · +5d +3.6%
2 waves of this story
- 2026-08-25 New ASIC claims superior inference performance and efficiency over Nvidia, intensifying AI chip competition
- 2026-08-30 New benchmark data released but no specifics on Broadcom role; follows prior event
2026-08-29Company
Multiple Institutions Acquire Broadcom Stake in Q2
SEC filings show new positions by Boulder Wealth, Alamar Capital, BOK Financial; note Citadel trim in same period
D1 +0.4% · +5d -0.5%
2026-08-28CapitalBull
Broadcom Sees Institutional Buying Amid Strong AI Chip Growth
Aegis bought new stake; Ark Invest added amid 143% YoY AI semiconductor revenue growth
D1 -0.7% · +5d -3.0%
2 waves of this story
- 2026-08-28 AMG and AMS initiate stakes; AI semiconductor revenue up 143% YoY, signaling strong AI chip outlook
- 2026-08-28 Aegis bought new stake; Ark Invest added amid 143% YoY AI semiconductor revenue growth
2026-08-28CapitalBear
Hedge Funds Trim AVGO: Citadel Sells, Granny Shots Removes
Citadel sold AVGO for Amazon; Fundstrat dropped it from large-cap ETF
D1 -0.7% · +5d -3.0%
2026-08-25 → 08-26CapitalBear
Broadcom CDS Surges to 131 bps, AI Financing Risks Intensify
Record CDS levels reflect market concerns over AI debt chain
D1 -0.6% · +5d +3.6%
2 waves of this story
- 2026-08-25 Credit markets flash heightened risk on AI debt financing chain, Broadcom's funding costs rise
- 2026-08-26 Record CDS levels reflect market concerns over AI debt chain
2026-08-26Capital
Institutions Add Broadcom in Q2, Positioning Diverges
Multiple asset managers initiate positions, but overall direction mixed
D1 -0.3% · +5d +3.3%
2026-08-24Analyst
UBS Cuts AVGO AI Revenue Forecast, Wells Fargo Sees Upside
UBS trims F2027 AI revenue to $130B on lower TPU shipments, while Wells Fargo models $141.5B for FY27, above consensus
D1 -2.6% · +5d +3.2%

Related — this ticker is not the subject

2026-10-09RelatedCompany
OpenAI says annualized revenue is about $50 billion, not $70 billion
The revised figure reflects a revenue-accounting mismatch with Anthropic, according to reporting from the Financial Times and follow-ups from Axios and TechCrunch.
2026-10-07RelatedCompany
Marvell says data-center revenue could top $30 billion by 2028
Investor Day disclosures sharpen the market’s focus on Marvell’s AI infrastructure ramp.
D1 +0.2% · since -4.4%
2026-09-25RelatedCompany
Google sets Oct. 1 launch for first space AI chip test
Project Suncatcher will fly a TPU prototype on SpaceX’s Transporter-18 mission, with Planet supplying the spacecraft
D1 +0.7% · +5d +0.7%
2026-09-23RelatedCompany
Anthropic in talks to lease 1 GW from Stream Data Centers
The Information says the early-stage deal could use Google/Broadcom TPUs, with Google discussed as a possible credit guarantor.
D1 -2.6% · +5d -1.1%

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

30 items

2026-10-01 → 10-08Company🔥Developing
Broadcom seeks $50B+ financing for OpenAI chips, Apollo and Blackstone approached
Talks early, expected to close before year-end, covering several gigawatts of chip capacity
D1 -2.1% · +5d +4.8%
4 waves of this story
- 2026-10-01 Per Anthropic's IPO prospectus, Broadcom will lend up to $42B for AI infrastructure leases, securing long-term compute demand.
- 2026-10-02 Wall Street syndicate advances financing, extending AI compute partnership with Anthropic
- 2026-10-06 Power shortage doesn't dent AI chip demand; Morgan Stanley backs; financing plan progresses
- 2026-10-08 Talks early, expected to close before year-end, covering several gigawatts of chip capacity
2026-10-05Capital
Institutional buying and selling of Broadcom shows divergence
Violich raised stake 26%, MassMutual cut 4.5%, showing institutional divergence
D1 +2.1% · since -0.7%
2026-09-29Company
Broadcom Raises Fiscal 2027 AI Chip Revenue Forecast to ~$115B
Company raises AI revenue guidance, but shares slip as high bar concerns emerge
D1 +1.6% · +5d +5.8%
2026-09-29CapitalBear
Broadcom Co-founder Sells ~$250M in Shares
Director Samueli sold 702,190 shares on Sept 23, drawing market attention
D1 +1.6% · +5d +5.8%
2026-09-10 → 09-28CapitalBull
Silicon Photonics Over 50% of Market, Bolstering AVGO's AI Networking Role
ECOC discussions indicate silicon photonics >50% market share, benefiting AVGO as key supplier
D1 -1.0% · +5d -3.7%
10 waves of this story
- 2026-09-10 Ancora trims 9.2%, Alpha cuts 30.6%, Cookson boosts 3.8%, showing divergence
- 2026-09-11 Montanova initiated a stake, BTG Pactual increased by 179.4%, while Aubrey, Jackson and others trimmed, showing mixed institutional sentiment.
- 2026-09-14 Odyssean and Strive Financial significantly raised AVGO holdings in Q2, indicating institutional interest
- 2026-09-15 Schuylkill initiated, Nilsine added, while Azimuth and Chokshi trimmed, showing mixed institutional sentiment.
- 2026-09-16 Vancity raised stake 1546%, Guardian +15%, Greenland trimmed 65%, showing divergent views
- 2026-09-16 Meta to deploy MTIA 450 in 1H27, working with Broadcom and TSMC, reducing Nvidia reliance
- 2026-09-18 Meta plans to deploy custom chips in 2027, BofA estimates $8.5B savings, Broadcom as design partner benefits
- 2026-09-19 Alphabet sells TPUs externally for first time; AVGO as supplier could benefit from new revenue stream
- 2026-09-23 Anthropic in talks to lease 1GW compute, possibly using Broadcom-designed TPUs, reinforcing ASIC demand
- 2026-09-28 ECOC discussions indicate silicon photonics >50% market share, benefiting AVGO as key supplier

25 earlier events

2026-09-26AnalystBull
Broadcom highlighted as key AI chip beneficiary by multiple analyses
Multiple independent sources see Broadcom's growth potential in AI chips and ASICs
D1 -0.9% · +5d +3.7%
2026-09-25AnalystBull
AVGO highlighted as key AI spending beneficiary, analysts see strong returns
Goldman sees hyperscaler capex at $1.2T by 2027, AVGO positioned to benefit
D1 +0.7% · +5d +0.7%
2026-09-24RegulationBear
China Reportedly Reviews Broadcom Switches in State Data Centers
Reuters/FT report high penetration in state data centers, may affect local substitution
D1 -1.3% · +5d -1.9%
2 waves of this story
- 2026-09-24 FT reports Broadcom switches may account for up to 90% in some state-backed data centers, raising supply chain concerns
- 2026-09-23 Reuters/FT report high penetration in state data centers, may affect local substitution
2026-09-23Insider selling
Insider selling $250.0M (1)
D1 -2.6% · +5d -1.1%
2026-09-20CompanyBull
AVGO Third-Largest Drawdown in 3 Years, 26% Off Highs, Analysts Still Bullish
Stock 26% off highs, but EPS expected to grow from $11.66 in FY26 to $30.56 by FY28; business still growing.
D1 +1.4% · +5d -3.6%
2026-09-19AnalystBull
Broadcom Expected to Demand More HBM Bits than Nvidia, Analysts Bullish
Citi and Meritz expect Broadcom to demand slightly more HBM bits than Nvidia, highlighting its key role in AI infrastructure.
D1 +1.4% · +5d -3.6%
2026-09-17 → 09-18Capital
Multiple Institutions Add AVGO in Q2; Druckenmiller Exits
Archford, Scholtz, Steamboat, C WorldWide and others add or initiate; contrasts with Druckenmiller exit
D1 +2.3% · +5d +0.9%
2 waves of this story
- 2026-09-17 Agur, Empirical, Second Line, Carmignac raised stakes, but famed investor Druckenmiller exited, mixed signals
- 2026-09-18 Archford, Scholtz, Steamboat, C WorldWide and others add or initiate; contrasts with Druckenmiller exit
2026-09-08 → 09-15Company
AVGO CEO Reaffirms AI Targets; Meta Custom Chips Could Shift Demand
CEO says AI slowdown won't affect FY27/FY28 outlook, but Meta's in-house chips may alter customer mix.
D1 +3.0% · +5d -7.9%
3 waves of this story
- 2026-09-08 Nvidia GPU expansion and AI factory buildouts boost demand for Broadcom's custom chips
- 2026-09-11 Amazon CEO announced raising 2026 capital spending to $220B for AI infrastructure, which as a key supplier Broadcom could benefit from.
- 2026-09-15 CEO says AI slowdown won't affect FY27/FY28 outlook, but Meta's in-house chips may alter customer mix.
2026-09-10AnalystBull
Analysts Bullish on Broadcom AI ASIC, Piper Sandler Overweight
PT $460, sees strong AI inference ASIC demand, supply key constraint
D1 -1.0% · +5d -3.7%
2026-09-09CompanyBull
Broadcom CEO: 2027 chip supply locked, 2028 in progress
AI demand pulls supply chain forward, indicating long-term order visibility
D1 -1.1% · +5d -6.8%
2026-09-09Capital
Institutional Q2 Moves: Ark Invest Adds $41M AVGO, Others Adjust
Ferguson Wellman raised 0.9%, Braun Stacey cut 12.2%, Ark bought $41M, showing mixed institutional sentiment
D1 -1.1% · +5d -6.8%
2026-09-05 → 09-07Capital
Multiple Institutions Raised Broadcom Stakes in Q2; FSA New Position
FSA, Corient among filers showing Q2 position changes, reflecting institutional interest
D1 +3.0% · +5d -7.9%
2 waves of this story
- 2026-09-05 Several institutional investors disclosed new or increased Broadcom stakes in recent 13F filings
- 2026-09-07 FSA, Corient among filers showing Q2 position changes, reflecting institutional interest
2026-09-07AnalystBull
Broadcom trades 18-32% below 52-week high, analysts suggest buy
Among AI chip peers, Broadcom's valuation lags, flagging buying opportunity
D1 +3.0% · +5d -7.9%
2026-08-31 → 09-06EarningsBear
Broadcom's Strong Q3 Results Offset by Soft Q4 Guidance
AI semiconductor revenue up 221%, but weak Q4 guidance weighs on stock
D1 +0.4% · +5d -0.5%
7 waves of this story
- 2026-08-31 Focus on AI revenue expectations; options strategies flag risk
- 2026-09-01 Ahead of earnings, AI semiconductor revenue expectations and VMware announcements heighten market attention
- 2026-09-01 Ahead of earnings, market focuses on AI semiconductor revenue and guidance; multiple sources bullish.
- 2026-09-03 Revenue and EPS beat, AI semi revenue up 221% YoY, but Q4 guide misses, sending stock down
- 2026-09-03 AI chip sales up 221% YoY, but Q4 guidance misses Wall Street estimates, raising concerns about growth sustainability
- 2026-09-04 Strong Q3 beat offset by soft Q4 outlook; AI infra demand remains hot
- 2026-09-06 AI semiconductor revenue up 221%, but weak Q4 guidance weighs on stock
2026-09-038-K filing
8-K: Item 2.02, Item 8.01, Item 9.01
D1 -2.7% · +5d +1.4%
2026-09-03Analyst
Macquarie upgrades to Outperform
D1 -2.7% · +5d +1.4%
2026-09-02Earnings
Earnings report
Q3 fiscal 2026 revenue was $29.6 billion, up 86% year-on-year, with Q3 AI semiconductor revenue at $16.7 billion, up 221% year-on-year and 54% sequentially.
D1 -0.7% · +5d -1.7%
2026-09-01Company
Nvidia Invests in MediaTek, Reshaping AI Chip Competition for Broadcom
Nvidia's investment in MediaTek may impact custom ASIC market, posing potential competition for Broadcom.
D1 -0.2% · +5d -1.4%
2026-08-25 → 08-30Product
OpenAI Chip Benchmark Targets Nvidia; Broadcom Partnership Details Lacking
New benchmark data released but no specifics on Broadcom role; follows prior event
D1 -0.6% · +5d +3.6%
2 waves of this story
- 2026-08-25 New ASIC claims superior inference performance and efficiency over Nvidia, intensifying AI chip competition
- 2026-08-30 New benchmark data released but no specifics on Broadcom role; follows prior event
2026-08-29Company
Multiple Institutions Acquire Broadcom Stake in Q2
SEC filings show new positions by Boulder Wealth, Alamar Capital, BOK Financial; note Citadel trim in same period
D1 +0.4% · +5d -0.5%
2026-08-28CapitalBull
Broadcom Sees Institutional Buying Amid Strong AI Chip Growth
Aegis bought new stake; Ark Invest added amid 143% YoY AI semiconductor revenue growth
D1 -0.7% · +5d -3.0%
2 waves of this story
- 2026-08-28 AMG and AMS initiate stakes; AI semiconductor revenue up 143% YoY, signaling strong AI chip outlook
- 2026-08-28 Aegis bought new stake; Ark Invest added amid 143% YoY AI semiconductor revenue growth
2026-08-28CapitalBear
Hedge Funds Trim AVGO: Citadel Sells, Granny Shots Removes
Citadel sold AVGO for Amazon; Fundstrat dropped it from large-cap ETF
D1 -0.7% · +5d -3.0%
2026-08-25 → 08-26CapitalBear
Broadcom CDS Surges to 131 bps, AI Financing Risks Intensify
Record CDS levels reflect market concerns over AI debt chain
D1 -0.6% · +5d +3.6%
2 waves of this story
- 2026-08-25 Credit markets flash heightened risk on AI debt financing chain, Broadcom's funding costs rise
- 2026-08-26 Record CDS levels reflect market concerns over AI debt chain
2026-08-26Capital
Institutions Add Broadcom in Q2, Positioning Diverges
Multiple asset managers initiate positions, but overall direction mixed
D1 -0.3% · +5d +3.3%
2026-08-24Analyst
UBS Cuts AVGO AI Revenue Forecast, Wells Fargo Sees Upside
UBS trims F2027 AI revenue to $130B on lower TPU shipments, while Wells Fargo models $141.5B for FY27, above consensus
D1 -2.6% · +5d +3.2%

Related — this ticker is not the subject

2026-10-09RelatedCompany
OpenAI says annualized revenue is about $50 billion, not $70 billion
The revised figure reflects a revenue-accounting mismatch with Anthropic, according to reporting from the Financial Times and follow-ups from Axios and TechCrunch.
2026-10-07RelatedCompany
Marvell says data-center revenue could top $30 billion by 2028
Investor Day disclosures sharpen the market’s focus on Marvell’s AI infrastructure ramp.
D1 +0.2% · since -4.4%
2026-09-25RelatedCompany
Google sets Oct. 1 launch for first space AI chip test
Project Suncatcher will fly a TPU prototype on SpaceX’s Transporter-18 mission, with Planet supplying the spacecraft
D1 +0.7% · +5d +0.7%
2026-09-23RelatedCompany
Anthropic in talks to lease 1 GW from Stream Data Centers
The Information says the early-stage deal could use Google/Broadcom TPUs, with Google discussed as a possible credit guarantor.
D1 -2.6% · +5d -1.1%

$AVGO (Broadcom Inc.) — investor discussion on X

Five-factor rating: Buy (sector percentile 70.3%)

Recent discussion events

Most active credible voices on $AVGO

Recent headlines featuring $AVGO

Broadcom seeks $50B+ financing for OpenAI chips, Apollo and Blackstone approached

Institutional buying and selling of Broadcom shows divergence

Broadcom Raises Fiscal 2027 AI Chip Revenue Forecast to ~$115B

Broadcom Co-founder Sells ~$250M in Shares

Silicon Photonics Over 50% of Market, Bolstering AVGO's AI Networking Role

Broadcom highlighted as key AI chip beneficiary by multiple analyses

AVGO highlighted as key AI spending beneficiary, analysts see strong returns

China Reportedly Reviews Broadcom Switches in State Data Centers

Insider selling $250.0M (1)

AVGO Third-Largest Drawdown in 3 Years, 26% Off Highs, Analysts Still Bullish

Broadcom Expected to Demand More HBM Bits than Nvidia, Analysts Bullish

Multiple Institutions Add AVGO in Q2; Druckenmiller Exits

AVGO CEO Reaffirms AI Targets; Meta Custom Chips Could Shift Demand

Analysts Bullish on Broadcom AI ASIC, Piper Sandler Overweight

Broadcom CEO: 2027 chip supply locked, 2028 in progress

Institutional Q2 Moves: Ark Invest Adds $41M AVGO, Others Adjust

Multiple Institutions Raised Broadcom Stakes in Q2; FSA New Position

Broadcom trades 18-32% below 52-week high, analysts suggest buy

Broadcom's Strong Q3 Results Offset by Soft Q4 Guidance

8-K: Item 2.02, Item 8.01, Item 9.01

Macquarie upgrades to Outperform

Earnings report

Nvidia Invests in MediaTek, Reshaping AI Chip Competition for Broadcom

OpenAI Chip Benchmark Targets Nvidia; Broadcom Partnership Details Lacking

Multiple Institutions Acquire Broadcom Stake in Q2

Broadcom Sees Institutional Buying Amid Strong AI Chip Growth

Hedge Funds Trim AVGO: Citadel Sells, Granny Shots Removes

Broadcom CDS Surges to 131 bps, AI Financing Risks Intensify

Institutions Add Broadcom in Q2, Positioning Diverges

UBS Cuts AVGO AI Revenue Forecast, Wells Fargo Sees Upside

OpenAI says annualized revenue is about $50 billion, not $70 billion

Marvell says data-center revenue could top $30 billion by 2028

Google sets Oct. 1 launch for first space AI chip test

Anthropic in talks to lease 1 GW from Stream Data Centers