AVGOBroadcom Inc
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Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
AVGO is neutral (0 bull · 0 bear)
Broadcom's AI revenue is projected to grow over 100% Y/Y for two years, from $50B to $230B.
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Ongoing takes on other optical names too
Beyond AVGO, his viewpoint library also covers: