The Only Way I Stop Adding Broadcom is an AI Collapse

Impact · against what's priced in

The article contains no material catalysts for AVGO or GOOGL as the market is already explicitly declining the AI revenue targets ($115B and $230B) and cloud growth premiums discussed. The mentioned financing platform and TPU agreements are already factored into the current price reconstructions as paid-for assumptions.

AVGO+0.00

Already priced in

The price assumes

AI semiconductor revenue currently doubling year-over-year to roughly $16.7 billion per quarter