For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.
Price · 180d
$446.77
Thesis
Broadcom designs custom AI accelerators for hyperscalers alongside the networking silicon that connects large compute clusters. Its infrastructure software franchise adds a high-margin, recurring revenue base.
Catalysts
- Custom-ASIC program ramps with hyperscale customers
- AI networking attach
- VMware monetization