The custom AI chip opportunity is what excites me most. I don’t expect Broadcom to replace NVDA anytime soon, but more AI companies building chips tailored to their own workloads could become a major growth driver for Broadcom. If management provides clearer visibility on OpenAI and other custom-chip programs, I think the market could reward AVGO with another leg higher. At the same time, I’ll be cautious if guidance fails to match the market’s already-high expectations.
That said, expectations are already high, so a simple earnings beat may not be enough. I’ll be watching the AI outlook and custom-chip revenue potential closely. My vote: bullish, $350–$400.
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- doozii·09-02 17:52TOPAI spend looks strong now, but enterprise IT budgets do not stretch forever. If guidance is only clean instead of huge, this multiple can crack fast1Report