Broadcom Inc.
Broadcom is being discussed primarily as a major beneficiary of custom AI-chip demand, with Stacy Rasgon saying the company expects 100% revenue growth next year and again the year after, while still seeing demand above that guidance 2. Multiple items report that Broadcom is arranging more than $50 billion of financing for an OpenAI custom chip, linking the company to a broader debt-funded AI-infrastructure buildout 36789. The main counterview is sceptical: Ed Zitron portrays Broadcom as copying NVIDIA’s model, dependent on highly leveraged customers and weaker than NVIDIA in margins and supply-chain execution 10.
From the window to Oct 9, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 bullish
Strongly bullish
- SRStacy RasgonStrongly bullish Expects Broadcom to grow revenues 100% next year and again the year after, with demand for more. “Broadcom says they're going to grow revenues 100% next year and 100% the year after, and they've got demand for more.” ▶ 14:19 Stacy Rasgon: “Demand Is Off The Charts” in Semi… · 8 Oct
1 bullish
Mentions
7 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jack Farley 2 mentions
- Dan Nathan 2 mentions
- Guy Adami 1 mention
- Walter Bloomberg 1 mention
- Bloomberg 1 mention
- Fiona Cincotta 1 mention
- Caleb Silver 1 mention
- Josh Linville 1 mention
See what your own voices say about Broadcom Inc., every morning.
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