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The user highlights potential underestimation of AVGO's future capacity expansion, particularly in packaging and substrate, which could significantly boost EPS.

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AVGO's EPS could reach $40-50 based on projected TPU wafer capacity.
New Singapore facility may increase packaging and substrate capacity.

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@southernvalue95· 38.4K followers
$TSM CoWoS challenges limiting AVGO TPU wafers in ‘26 and AVGO allocating ‘27 wafers between several customers but still seen to >2x TPU wafers in ‘27. People may be underestimating additional packaging and substrate capacity coming online from new Singapore facility. $40-50 EPS

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