Broadcom's custom AI chips and networking could drive earnings beyond what its valuation implies over 2-3 years. It is the favorite semiconductor opportunity now, preferred over NVIDIA without replacing it. AI semiconductor revenue is projected at about $58B in FY2026, $115B in FY2027 and potentially $230B in FY2028. At about 17x FY2027 consensus adjusted earnings, risk/reward is compelling if growth materializes; customer commitments add visibility, but delays and financing remain risks. x.com  … Show more

Broadcom's significant exposure to Anthropic's AI infrastructure spending and custom AI chips adds to its growth case. Annual EPS is projected to rise nearly fourfold from $8.06 LTM to $30.38 by FY2028, while the stock trades roughly 30% below its all-time high. x.com 

Broadcom is more overvalued than people realize. Its forecast of $230B in revenue by 2028 has the market valuing it at roughly $2T, yet Meta already generates that much revenue and is far less cyclical. x.com  x.com  x.com 

Broadcom's stronger AI business looks cheap for its growth, making it one of the best buys in the market right now. AI chip revenue rose 221% to $16.7B last quarter, yet the stock trades at 19x forward earnings and a 0.35 PEG. Management sees AI revenue near $115B in fiscal 2027 and would raise that outlook if customers secure more land and power. Anthropic is on track to be its largest custom chip customer next year. Wall Street's $529 average target implies about 60% upside. x.com 

Broadcom is one of the easiest AI stocks to understand, built on custom silicon, networking and connectivity, with revenue set to double two years straight. Revenue is projected to go from $58B in FY26 to $115B in FY27 and $230B in FY28. Six customers drive that growth, including Google, Anthropic and OpenAI, which is both the bull case and the risk. x.com 

Broadcom borrowing again signals a $1.8 trillion company running low on cash. Per @KobeissiLetter, citing the WSJ, Broadcom is seeking more than $50 billion of financing for OpenAI's custom AI chip, with Apollo and Blackstone among the lenders it has approached. x.com 

Broadcom's forward guidance is far above Street estimates, so the after-hours selloff on a soft next quarter looks like an overreaction. It expects about $115 billion in FY27 and about $230 billion in FY28, roughly doubling each year, versus analyst models near $180 billion for FY28, and demand exceeds this outlook. It is on target to exceed $30 of EPS in FY28, about 12.2x forward earnings, and expects AI networking to grow as fast as XPUs. x.com 

Broadcom is at least 30-40% undervalued, trading at about a market multiple of 22x forward earnings despite many growth drivers. FY2026 Q3 revenue rose 86%, operating income 92% and EPS 96% year over year even with supply constraints, though Q4 guidance was a little light. Per @saso_capital, Hock Tan said data-center readiness, not supply, is the constraint, across six XPU customers including Anthropic, OpenAI, Meta and Google. The stock is bouncing off a big volume shelf from April 2025. x.com  … Show more

Broadcom's AI business is smaller and growing slower than Nvidia's networking unit alone, yet Broadcom is valued at $2.269T against Nvidia's $5.201T. Broadcom's Q2 AI semiconductor revenue rose 143% to $10.8B, with Q3 guided to $16.0B, while Nvidia's data-center networking revenue rose 199% to $14.8B. Hock Tan also said Google is diversifying away from Broadcom, and a Fubon roadmap shows Google using MediaTek for some TPUs. x.com  x.com 

Broadcom's post-earnings wobble is not a cycle top: it now guides AI revenue to $58B in FY26, $115B in FY27 and $230B in FY28. Q3 revenue rose 86% to $29.6B, with AI semiconductors up 221% to $16.7B, over half of sales, and a ~68% operating margin shows pricing power. Q4 guidance slightly missed and gross margin slips to 73% as packaging and HBM eat margin. With six+ XPU customers, the risk is land, grid and substrate bottlenecks delaying deployments; receivables and inventory nearly doubled. … Show more