Broadcom Inc (AVGO) — Quality & forensics

Long reads

• Where to Invest in the AI Chip Constraint ChainDossier · $29 · 3 Mar 2026The risk isn't demand — it's that AMD, Broadcom custom ASICs, and hyperscaler in-house chips gradually erode GPU monopoly by 2028–2030.
• Optical Interconnects — The Toll Nobody KeepsReport · 13 Aug 2026It is an oligopoly floor: Marvell and Broadcom collect a silicon toll on a large share of the world's high-speed pluggables.

101 and glossary

• NVIDIA Investor's Timeline: Hopper to Blackwell to Rubin and Beyond101The investment question is not "is NVIDIA a good company?" — it's "is NVIDIA's stock a good risk-adjusted investment at this price?" Key Companies NVDA NVIDIA Architecture owner — Hopper/Blackwell/Rubin TSM TSMC Fabrication + CoWoS…

Dailies

• Chips — the open follows Seoul, then turns: chip index from −2.4% to +0.7%; small caps +1.6%Midday 10 · 20 Oct 2026Micron +0.9% to 913.00, AMD +0.9% to 542.73, Broadcom +0.4%, Nvidia +0.1% to 217.38.
• AI Trade — builders and runners sold, users bought: chips enter a bear market, Accenture +9.9% on the weekMorning 10 · 19 Oct 2026AMD lost 5.9% to 528.75, Micron 5.6% to 878.84 (27.6% below its June high), Broadcom 4.5% to 328.75, TSMC's US shares 2.3% to 412.61 and Nvidia 1.4% to 214.13 — only 10.5% below its 6 October high.
• Chips — bounce 2.5% to break an eight-day losing run; QQQ back above 720, AI users still boughtMidday 10 · 19 Oct 2026Micron is up 3.3%, AMD 3.2%, Broadcom 2.6%, TSMC's US shares 2.5% and Nvidia 1.9%.
• AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%Midday 10 · 15 Oct 2026AMD −3.8%, Marvell −3.2%, Nvidia and Broadcom −1.7%.
• Chips — SOXX −3.7%, now 20% below its June high; software −2.4% as hot inflation and BlackRock weighMidday 10 · 14 Oct 2026AMD −4.9%, Applied Materials −3.2%, Broadcom and TSMC −2.7%, Nvidia and Micron −2.7%.
• AI Capex — chip index −3.4% after OpenAI's revenue comes in at $50 billion, not $70 billion; software risesMorning 10 · 9 Oct 2026The sell-off hit the build-out — Broadcom −4.4%, Micron −4.8%, Oracle −5.5%, CoreWeave −7.8% — while application software rose: Atlassian +4.0%, Adobe +3.6%, Snowflake +3.2%, cloud fund WCLD +1.5%.
• Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the NasdaqMorning 10 · 7 Oct 2026Power and custom chips were bought: Constellation Energy +12.2% after a long power deal with Google, Marvell +5.8% after its investor day, Broadcom +3.7%, AMD +2.8% to a record.
• Nasdaq — record close at 27,477 while the chip funds sit 5–15% below their June peaksMorning 10 · 6 Oct 2026The chip makers as a group have not followed: the semiconductor index SOX is still 10.0% below its 22 June record, the equal-weight chip fund XSD 15.0% below its June high, Micron 12.3% and Broadcom 24.7% below theirs.