Broadcom (AVGO) — Networking · Custom ASIC

Every IU report on Broadcom, in one place. The dual-moat XPU and networking franchise, VMware integration, and every pre-earnings update tracking the thesis into each print.

Coverage Timeline

May 2026
Pre-Earnings Update

Pre-Q2 FY2026 Earnings Update: Market Snapshot & Scenario Outcomes

Updated ahead of the June 3, 2026 print — Q2 guidance vs. street consensus, key developments since April (Apple confirmed as a seventh XPU customer, the DoD's VMware deal, the Google TPU extension through 2031), eight metrics to watch, and beat/in-line/miss scenario price bands.
Apr 2026
Deep-Dive Report

The Infrastructure Architect — Deep-Dive Buy-Side Research & Equity Analysis

The original deep dive — Broadcom's dual-moat architecture, six confirmed XPU partnerships, Tomahawk 6 at 102.4 Tbps, VMware integration metrics, multi-stage DCF valuation, and three-horizon strategic positioning.
Semiconductors Coverage
Deep-dive research on the custom silicon and AI infrastructure buildout — XPU franchises, networking moats, and the hyperscaler capex driving the cycle. Subscription tiers coming soon.