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Price
$392
USD
Day
-4.7%
YTD
—
Research feed
Latest imported research note for this ticker.
longwatchPhase 5 archive
Imported thesis
Archived — strong custom-silicon exposure, but too obvious and broad for the concentrated custom-silicon slot when MRVL is the purer fit.
Imported reasoning
Existing Aegis entry was a placeholder. Document provides specific AI semi revenue trajectory and named OpenAI partnership catalyst. Much is already priced in (+10% on Oct 2025 announcement).
Last imported
Apr 22, 02:30 p.m.
Source report
2026-04-22_digest_compass-artifact-wf-2210b4c6-e238-411e-b585-ff9a52c6269a-text-markdown.md
Private trigger details hidden
Research and watchlist context are visible. Trigger levels and other private portfolio fields remain hidden.
Watchlist notes
Public watchlist context and imported research metadata.
Thesis
Watchlist-only mention from the sleeve note: custom-silicon exposure via ETFs and Broadcom.
Sleeve
silicon
Consensus PT (USD)
$475
Holdings
No holdings recorded for this ticker.
Smart-money holders
Held by SA-LP — long puts — 7.4% of fund (3,251,100 underlying sh, new) as of 2026-03-31
Social Signal — last 90 days
@jukan05
4 mentions · 3 bullish / 1 bearish
Broadcom reportedly involved as design partner in Anthropic's custom ASIC program.
Broadcom positioned to supply HBM to Anthropic, winning key memory procurement business from the AI frontier lab.
UBS models AVGO capturing 3.68M TPU units in 2026, growing to 6.76M in 2027, demonstrating strong adoption of custom silicon for hyperscaler AI infrastructure.
Google is reportedly adopting a disaggregated ASIC model via a MediaTek partnership specifically to eliminate the 15–20% markup embedded in Broadcom's turnkey ASIC program. This threatens a meaningful revenue and margin contribution from Google within Broadcom's custom silicon business.
@ParadisLabs
2 mentions · 1 bullish / 0 bearish
@aleabitoreddit
2 mentions · 2 bullish / 0 bearish