AVGO

Everything Filings Intel has said about AVGO across all issues.

• 10-Q · 2026-06-09 Issue 12 · bullish
  The balance-sheet tells behind last week's number: remaining performance obligations of $164.6bn (multi-year custom-silicon visibility); inventory nearly doubled in two quarters (+$2.1bn) explicitly earmarked for custom AI-accelerator shipments; and a ~$29bn, 5-year non-recourse-like financing partnership with Apollo backstopping a large customer's AI compute-lease obligations. Extraction-sourced from the 10-Q.
• 8-K · 2026-06-03 Issue 11 · bullish
  Q2 FY26 (ended 3 May): revenue $22.19B (+48% YoY); AI semiconductor revenue $10.8B (+143% YoY); non-GAAP EPS $2.44 (vs $2.40 est); FCF $10.26B (+60%). Q3 AI guide $16.0B (>200% YoY but below the ~$17.2B Street hoped); FY27 >$100B AI reiterated. Stock −13%. Figures press/IR-sourced pending the 10-Q.
• convergence_alert · 2026-05-17 Issue 5 · bullish
  5 of 8 deadline-day filers hold Broadcom in Q1 2026; D1 Capital added +$180M (2.7x). Issue 03 thesis confirmed.

• The engine versus the fundamentals — Credo prints +198% and the model still flags it bearish, beside SMCI's dilutive raise Issue 13
  Alongside: CRDOALABMRVLSMCITSM
• The buildout went off-balance-sheet — a $29bn vendor backstop, a $17.5bn delayed-draw, and the credit story turning structural Issue 12
  Alongside: AMZNCIENAPO
• Broadcom's 10-Q is the tell, not the 8-K — $164.6bn RPO and a $2.1bn inventory build for custom accelerators Issue 12
  Alongside: APOGOOG
• The Broadcom verdict — +143% AI revenue, −13% stock, and why both are true Issue 11
  Alongside: MRVLNVDAGOOG
• The sector held while the crowded name bled — SOXX +6%, AVGO −13%, MRVL +54% Issue 11
  Alongside: SOXXMRVLNVDA
• The verdicts pending — AVGO tonight, PANW's FCF filter — bars set Issue 10
  Alongside: PANWMRVLZS
• Marvell — data center is 76% of the company now, but our >35% bar missed Issue 9
  Alongside: MRVLCRDOALAB
• $91B Q2 guidance, no China — the next test and what it implies for the thesis arc Issue 8
  Alongside: NVDAAMDMRVL
• The AVGO convergence fires — Issue 03 thesis confirmed Issue 5
  Alongside: GOOG
• Two AI specialists filed late, took opposite sides of the same trade Issue 7
  Alongside: NVDAAMDTSMMUORCLASML
• Aschenbrenner raised $8B and concentrated it on the merchant silicon stack Issue 7
  Alongside: NVDAAMDTSMMUORCLASMLBECRWV
• NVDA Q1 FY26 earnings preview — the verdict moment on five issues of thesis Issue 7
  Alongside: NVDAAMDTSM
• Meta commits 6 gigawatts of AMD GPUs — half of AVGO's TPU thunder, gone Issue 4
  Alongside: METAAMDNVDA
• The Issue 03 capex thesis holds — chip tier confirms Issue 4
  Alongside: AMDANETNVDAVRT
• 13F drop Friday — the convergence-detection moment Issue 4
  Alongside: BECRWV