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MadAndy

MadAndy

The AFK Wizard.

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05-26

One thing this article misses: Broadcom's VMWare customers now HATE broadcom because they've been jacking up the prices and squeezing as hard as they can. Will the pain of switching to another provider outweigh the dollar cost? Time will tell...

Broadcom's Quiet AI Revolution Begins

2024-01-09

Still got some coins left, let's see how far we can get

2024-01-03

Welcome to the new year everyone! Buy the dip or let it sit?

2023-11-04

Let's see if we can get a new record

2023-11-03

Wow, the market has really gotten the Halloween vibe this year!

2023-11-02

I'm not fast enough! Need more practice...

2023-11-01

Halloween is over here, we ran out of candy as usual!

2023-10-30

Let's see how this one goes!

2023-06-22

Not too many days left now, gonna be a rush to claim my $2 ;)

2023-06-21

Starting to run out of days now! Not sure it can earn enough points...

2023-06-20

Let's see how we get on today...

2023-06-19

Post your friend code. Here's mine: https://tigr.link/35K3kz?utm_campaign=20230510160244&utm_medium=copy&shareID=9f00b43058a8d23501e6794c61ed23c6&invite=TLNOIW&lang=en_NZ&platform=android&utm_source=invite

2023-06-18

A pretty challenging game this time round

2023-06-17

Pesky thing got me again...

2023-06-16

What a week! And it ends with a witching hour! Pity my cow catching isn't nearly as good!

2023-06-15

Here's my friend link. If anyone else needs me to help post yours here too! https://tigr.link/2ZGm4a?utm_campaign=20230510160244&utm_medium=copy&shareID=076f9a884d1c856eda09c2c3b424dadb&invite=TLNOIW&lang=en_NZ&platform=android&utm_source=invite

2023-06-14

Ooh just made it this time, how's everyone else getting on?

2023-06-13

Yup HK is pretty tricky! Sometimes we get lucky though!

2023-06-12

Big week this week! CPI, employment, Fed, oh my! Last time I tried to play the fed game I got burnt. Gonna hide in a corner till it's all over this time round[Happy]

2023-06-11

I even learned a little about the fading are in HK...

Go to Tiger App to see more news

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thing this article misses: Broadcom's VMWare customers now HATE broadcom because they've been jacking up the prices and squeezing as hard as they can. Will the pain of switching to another provider outweigh the dollar cost? Time will tell...","listText":"One thing this article misses: Broadcom's VMWare customers now HATE broadcom because they've been jacking up the prices and squeezing as hard as they can. Will the pain of switching to another provider outweigh the dollar cost? Time will tell...","text":"One thing this article misses: Broadcom's VMWare customers now HATE broadcom because they've been jacking up the prices and squeezing as hard as they can. Will the pain of switching to another provider outweigh the dollar cost? Time will tell...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439251576102920","repostId":"2537977131","repostType":4,"repost":{"id":"2537977131","kind":"highlight","weMediaInfo":{"introduction":"Your One-Stop Financial Markets Platform","home_visible":1,"media_name":"TradingKey","id":"1041236214","head_image":"https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb"},"pubTimestamp":1748254899,"share":"https://ttm.financial/m/news/2537977131?lang=&edition=fundamental","pubTime":"2025-05-26 18:21","market":"fut","language":"en","title":"Broadcom's Quiet AI Revolution Begins","url":"https://stock-news.laohu8.com/highlight/detail?id=2537977131","media":"TradingKey","summary":"In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom's valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.","content":"<html><head></head><body><ul style=\"\"><li><p>Subscription and services revenue more than doubled YoY, now exceeding 41% of total revenue, boosting margin visibility.</p></li><li><p>Cloud and AI infrastructure growth, with VMware integration, supports EBITDA margins in the mid-50% range and capital returns.</p></li><li><p>Shares trade at 34.47x forward P/E; valuation re-rating of 15–20% possible as cross-sell synergies and software leverage scale.</p></li></ul><p><strong>TradingKey - </strong>Over the past year, Broadcom (AVGO) has engineered in silence one of the most intriguing turnarounds in the semiconductor sector, transforming itself from a component supplier to a vertically integrated AI infrastructure and private cloud software platform. Although consensus commentary still centers on Broadcom&#39;s chip sales to hyperscalers, the true story is deeper: the buyout of VMware in late 2023 has made Broadcom a software-driven cash compounding play with embedded exposure to enterprise IT transition and edge AI.</p><p>Investors seem to be underestimating the operating leverage embedded in this hybrid model, particularly as VMware&#39;s subscription conversion takes off. In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom&#39;s valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.</p><h2 id=\"id_3715793397\">Silicon meets Software: A Scalable, Low-Capital Platform</h2><p>Its business model today is built on two-pronged pillars: high-margin semiconductor leadership and sticky infrastructure software monetization. Its semiconductor business continues to generate most of the revenue, driving AI networking, data center storage, wireless communications, and broadband. Products range from cutting-edge CMOS-based processors to specialized analog devices such as FBAR filters and lasers for hyperscale optics. Broadcom stands out by being able to concentrate on integration, customization, and performance-per-watt benefits, attributes becoming ever-more precious in AI hardware stacks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/682729e01a90619b7f55a592fa4576ad\" tg-width=\"624\" tg-height=\"351\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>But the true structural change is in the software business. Post-VMware deal, Broadcom has a full-stack family of private cloud, mainframe, cybersecurity, and AI workload management software. VMware Cloud Foundation provides license portability and hybrid-cloud orchestration, while Private AI solutions enable data-residency-savvy enterprises to run LLMs behind their firewall. This model delivers predictability through enterprise-wide license contracts, minimizes customer churn, and widens the gross margin profile.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f8c850b09095fb6d844cf172a241f41\" tg-width=\"624\" tg-height=\"279\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>The integration between Broadcom&#39;s hardware and software divisions is in providing end-to-end enterprise compute solutions, clients can get both the networking silicon and orchestration stack from one supplier. Not only does the vertically integrated stack provide efficiencies of scale but also embeds Broadcom deeply into mission-critical workloads and diminishes the risk of disintermediation from hyperscaler custom silicon.</p><h2 id=\"id_2831618745\">Holding the Line: Competitive Advantage in an Arms Race World</h2><p>Broadcom has its competitive landscape divided. In semiconductors, it is under heavy pressure from Nvidia in accelerators for AI, Marvell in networking, and AMD in CPUs and inferencing. Broadcom&#39;s differentiation is in networking silicon, namely custom ASICs and high-end switch silicon, essential for movement of data in sprawling AI clusters. These are now mission-critical in hyperscale deployments such as internal networks at top clouds.</p><p>On the software front, it faces competition from Red Hat, Nutanix, and Microsoft Azure Stack. Nonetheless, its deep interest in enterprise-grade private-cloud security and virtualization shields it from price competition in public cloud offerings. Its VMware Cloud Foundation suite also has the benefit of single-cloud to multi-cloud portability of licenses, an exclusive competitive edge allowing customers to migrate effortlessly between on-prem and multi-cloud environments.</p><p>Broadcom&#39;s customer relationships are deeply entrenched. Years of co-development and integration in the ecosystem are supported by Broadcom&#39;s largest five customers who bring in much of its revenue. Broadcom further embeds itself through long-term subscription contracts and private AI infrastructure. This provides it with structural advantage against competitors with either pure-play hardware or software ambition.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da9c97e20bdbf6c2c27fdd5e4826f512\" tg-width=\"624\" tg-height=\"312\"/></p><p>Source: Markets and Markets</p><h2 id=\"id_2538741701\">Growth Engines Are Firing, But Cost Discipline Remains the Defining Narrative</h2><p>The foundation of Broadcom&#39;s growth story today lies in four secular winds: hyperscaler AI networking buildouts, private cloud modernization, software subscription migration, and generative AI infrastructure. In FY2025 Q1, Broadcom saw normalized EPS of $1.60, 6.1% above consensus estimates, its eighth consecutive beat with no misses in the last 12 quarters. Revenue of $14.92 billion also beat estimates despite macro headwinds.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faf3ea182a92943d9bb3db284442178a\" tg-width=\"624\" tg-height=\"444\"/></p><p>Source: Nasdaq</p><p>To forward to Q2, the Street predicts $1.57 EPS and $14.98 billion in revenue. In the last 90 days, 32 of its EPS estimates have been upward revised compared to only one downward revision and has a Revisions Grade of A-. Sentiment continues to be more bullish. Fiscal 2025 EPS is projected at $6.63, representing 36% year-over-year growth, with annual revenue estimated at $62.6 billion. Notably, Broadcom&#39;s subscription and services revenue has grown more than two times year on year and now represents more than 41% of total revenue.</p><p>Operationally, Broadcom has an extremely lean model, outsource low-margin manufacturing functions to third-parties while keeping proprietary fabs for high-end chips such as FBAR filters and lasers. Capex is light on a relative basis compared to hyperscale peers, allowing for dividends, buybacks, and deleveraging after the VMware deal.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae7309ba45597de71a889153705375ad\" tg-width=\"624\" tg-height=\"261\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>The cost structure is disciplined with R&amp;D concentrated on high-return initiatives and SG&amp;A rationalized in both segments. Broadcom&#39;s EBITDA margins remain in the mid-50s as it benefits from platform leverage and pricing strength. This combination of margin stability with top-line growth renders Broadcom fundamentally distinct from fabless counterparts who depend on volume and ASP cycles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/305574e511e6cbb3ed7fb8e0bc9bfbf6\" tg-width=\"624\" tg-height=\"439\"/></p><p>Source: BullFincher</p><h2 id=\"id_4264021378\">Valuation tug-of-war: platform optionality versus market scepticism</h2><p>In spite of steady performance and higher estimate upgrades, Broadcom&#39;s valuation betrays underlying doubt. The stock has a price of 34.47 times forward earnings per share and 17.17 times forward sales, both well higher than sector means. Its forward EV/Sales multiple of 18.26x puts Broadcom in the highest decile of its peer.</p><p>However, such multiples have to be viewed in the context of structural reinvention. Broadcom&#39;s software margins, stickiness, and contractually ensured revenue via VMware add to an entirely other risk-return profile. The annual EPS is estimated to increase to $14.50 by 2029, reflecting an implied CAGR of about 17% from 2025 with year-on-year growth gaining momentum after 2027 as cross-sell opportunities from VMware accumulate.</p><p>Peer comparison implies Broadcom&#39;s premium valuation can be justified. For example, Nvidia has higher forward multiple despite higher CapEx intensity and lower software contribution. However, Marvell and AMD have comparable AI exposure but endure higher cyclical exposure and lower operating leverage. Should Broadcom&#39;s software integration continue to drive higher margins and sticky ARR, its fair value multiple can rerate towards 38x P/E and 19–20x EV/EBITDA, suggesting 15–20% uplift in valuation in the coming 12–18 months.</p><h2 id=\"id_530663149\">Risks: Customer Concentration, Integration Overhang, and Margin Compression</h2><p>Although Broadcom&#39;s fundamentals seem strong, there are some concerns. One is customer concentration, since much of the annual revenue is derived from just a few hyperscaler customers. This leaves Broadcom exposed to contract renegotiations, volume fluctuation, or disintermediation risk if these customers ramp up their internal chip development. Second, the integration of VMware, strategically well-designed as it is, still has some operational and cultural complexity. The divesting of end-user computing and integrating the legacy stack of VMware into Broadcom&#39;s lean operating model has the potential to cause near-term client churn or implementation delays.</p><p>Most importantly, valuation compression may be quicker if capital expenditures on AI continue to slow due to macro factors or if regulatory pressures related to enterprise software and stack consolidation alter buyer behavior. Broadcom&#39;s high premium multiples also have little margin for error in the midst of the transition to a recurring-revenue-driven model.</p><h2 id=\"id_2410317531\">Conclusion: Broadcom&#39;s AI-Powered Re-rating has Just Started</h2><p>Broadcom is not just a semiconductor company anymore, it&#39;s becoming a full-stack, infrastructure-first hybrid platform with AI embedded, sovereign cloud, and virtualization on top. Its consistent earnings, capital deployment discipline, and software leverage are generating a flywheel effect that the market might be discounting. With Q2 2025 earnings scheduled to confirm the same again, Broadcom presents asymmetric upside, if the story of its VMware synergies and private AI approach catches on.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Broadcom's Quiet AI Revolution Begins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBroadcom's Quiet AI Revolution Begins\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041236214\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey </p>\n<p class=\"h-time\">2025-05-26 18:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Subscription and services revenue more than doubled YoY, now exceeding 41% of total revenue, boosting margin visibility.</p></li><li><p>Cloud and AI infrastructure growth, with VMware integration, supports EBITDA margins in the mid-50% range and capital returns.</p></li><li><p>Shares trade at 34.47x forward P/E; valuation re-rating of 15–20% possible as cross-sell synergies and software leverage scale.</p></li></ul><p><strong>TradingKey - </strong>Over the past year, Broadcom (AVGO) has engineered in silence one of the most intriguing turnarounds in the semiconductor sector, transforming itself from a component supplier to a vertically integrated AI infrastructure and private cloud software platform. Although consensus commentary still centers on Broadcom&#39;s chip sales to hyperscalers, the true story is deeper: the buyout of VMware in late 2023 has made Broadcom a software-driven cash compounding play with embedded exposure to enterprise IT transition and edge AI.</p><p>Investors seem to be underestimating the operating leverage embedded in this hybrid model, particularly as VMware&#39;s subscription conversion takes off. In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom&#39;s valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.</p><h2 id=\"id_3715793397\">Silicon meets Software: A Scalable, Low-Capital Platform</h2><p>Its business model today is built on two-pronged pillars: high-margin semiconductor leadership and sticky infrastructure software monetization. Its semiconductor business continues to generate most of the revenue, driving AI networking, data center storage, wireless communications, and broadband. Products range from cutting-edge CMOS-based processors to specialized analog devices such as FBAR filters and lasers for hyperscale optics. Broadcom stands out by being able to concentrate on integration, customization, and performance-per-watt benefits, attributes becoming ever-more precious in AI hardware stacks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/682729e01a90619b7f55a592fa4576ad\" tg-width=\"624\" tg-height=\"351\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>But the true structural change is in the software business. Post-VMware deal, Broadcom has a full-stack family of private cloud, mainframe, cybersecurity, and AI workload management software. VMware Cloud Foundation provides license portability and hybrid-cloud orchestration, while Private AI solutions enable data-residency-savvy enterprises to run LLMs behind their firewall. This model delivers predictability through enterprise-wide license contracts, minimizes customer churn, and widens the gross margin profile.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f8c850b09095fb6d844cf172a241f41\" tg-width=\"624\" tg-height=\"279\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>The integration between Broadcom&#39;s hardware and software divisions is in providing end-to-end enterprise compute solutions, clients can get both the networking silicon and orchestration stack from one supplier. Not only does the vertically integrated stack provide efficiencies of scale but also embeds Broadcom deeply into mission-critical workloads and diminishes the risk of disintermediation from hyperscaler custom silicon.</p><h2 id=\"id_2831618745\">Holding the Line: Competitive Advantage in an Arms Race World</h2><p>Broadcom has its competitive landscape divided. In semiconductors, it is under heavy pressure from Nvidia in accelerators for AI, Marvell in networking, and AMD in CPUs and inferencing. Broadcom&#39;s differentiation is in networking silicon, namely custom ASICs and high-end switch silicon, essential for movement of data in sprawling AI clusters. These are now mission-critical in hyperscale deployments such as internal networks at top clouds.</p><p>On the software front, it faces competition from Red Hat, Nutanix, and Microsoft Azure Stack. Nonetheless, its deep interest in enterprise-grade private-cloud security and virtualization shields it from price competition in public cloud offerings. Its VMware Cloud Foundation suite also has the benefit of single-cloud to multi-cloud portability of licenses, an exclusive competitive edge allowing customers to migrate effortlessly between on-prem and multi-cloud environments.</p><p>Broadcom&#39;s customer relationships are deeply entrenched. Years of co-development and integration in the ecosystem are supported by Broadcom&#39;s largest five customers who bring in much of its revenue. Broadcom further embeds itself through long-term subscription contracts and private AI infrastructure. This provides it with structural advantage against competitors with either pure-play hardware or software ambition.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da9c97e20bdbf6c2c27fdd5e4826f512\" tg-width=\"624\" tg-height=\"312\"/></p><p>Source: Markets and Markets</p><h2 id=\"id_2538741701\">Growth Engines Are Firing, But Cost Discipline Remains the Defining Narrative</h2><p>The foundation of Broadcom&#39;s growth story today lies in four secular winds: hyperscaler AI networking buildouts, private cloud modernization, software subscription migration, and generative AI infrastructure. In FY2025 Q1, Broadcom saw normalized EPS of $1.60, 6.1% above consensus estimates, its eighth consecutive beat with no misses in the last 12 quarters. Revenue of $14.92 billion also beat estimates despite macro headwinds.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faf3ea182a92943d9bb3db284442178a\" tg-width=\"624\" tg-height=\"444\"/></p><p>Source: Nasdaq</p><p>To forward to Q2, the Street predicts $1.57 EPS and $14.98 billion in revenue. In the last 90 days, 32 of its EPS estimates have been upward revised compared to only one downward revision and has a Revisions Grade of A-. Sentiment continues to be more bullish. Fiscal 2025 EPS is projected at $6.63, representing 36% year-over-year growth, with annual revenue estimated at $62.6 billion. Notably, Broadcom&#39;s subscription and services revenue has grown more than two times year on year and now represents more than 41% of total revenue.</p><p>Operationally, Broadcom has an extremely lean model, outsource low-margin manufacturing functions to third-parties while keeping proprietary fabs for high-end chips such as FBAR filters and lasers. Capex is light on a relative basis compared to hyperscale peers, allowing for dividends, buybacks, and deleveraging after the VMware deal.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae7309ba45597de71a889153705375ad\" tg-width=\"624\" tg-height=\"261\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>The cost structure is disciplined with R&amp;D concentrated on high-return initiatives and SG&amp;A rationalized in both segments. Broadcom&#39;s EBITDA margins remain in the mid-50s as it benefits from platform leverage and pricing strength. This combination of margin stability with top-line growth renders Broadcom fundamentally distinct from fabless counterparts who depend on volume and ASP cycles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/305574e511e6cbb3ed7fb8e0bc9bfbf6\" tg-width=\"624\" tg-height=\"439\"/></p><p>Source: BullFincher</p><h2 id=\"id_4264021378\">Valuation tug-of-war: platform optionality versus market scepticism</h2><p>In spite of steady performance and higher estimate upgrades, Broadcom&#39;s valuation betrays underlying doubt. The stock has a price of 34.47 times forward earnings per share and 17.17 times forward sales, both well higher than sector means. Its forward EV/Sales multiple of 18.26x puts Broadcom in the highest decile of its peer.</p><p>However, such multiples have to be viewed in the context of structural reinvention. Broadcom&#39;s software margins, stickiness, and contractually ensured revenue via VMware add to an entirely other risk-return profile. The annual EPS is estimated to increase to $14.50 by 2029, reflecting an implied CAGR of about 17% from 2025 with year-on-year growth gaining momentum after 2027 as cross-sell opportunities from VMware accumulate.</p><p>Peer comparison implies Broadcom&#39;s premium valuation can be justified. For example, Nvidia has higher forward multiple despite higher CapEx intensity and lower software contribution. However, Marvell and AMD have comparable AI exposure but endure higher cyclical exposure and lower operating leverage. Should Broadcom&#39;s software integration continue to drive higher margins and sticky ARR, its fair value multiple can rerate towards 38x P/E and 19–20x EV/EBITDA, suggesting 15–20% uplift in valuation in the coming 12–18 months.</p><h2 id=\"id_530663149\">Risks: Customer Concentration, Integration Overhang, and Margin Compression</h2><p>Although Broadcom&#39;s fundamentals seem strong, there are some concerns. One is customer concentration, since much of the annual revenue is derived from just a few hyperscaler customers. This leaves Broadcom exposed to contract renegotiations, volume fluctuation, or disintermediation risk if these customers ramp up their internal chip development. Second, the integration of VMware, strategically well-designed as it is, still has some operational and cultural complexity. The divesting of end-user computing and integrating the legacy stack of VMware into Broadcom&#39;s lean operating model has the potential to cause near-term client churn or implementation delays.</p><p>Most importantly, valuation compression may be quicker if capital expenditures on AI continue to slow due to macro factors or if regulatory pressures related to enterprise software and stack consolidation alter buyer behavior. Broadcom&#39;s high premium multiples also have little margin for error in the midst of the transition to a recurring-revenue-driven model.</p><h2 id=\"id_2410317531\">Conclusion: Broadcom&#39;s AI-Powered Re-rating has Just Started</h2><p>Broadcom is not just a semiconductor company anymore, it&#39;s becoming a full-stack, infrastructure-first hybrid platform with AI embedded, sovereign cloud, and virtualization on top. Its consistent earnings, capital deployment discipline, and software leverage are generating a flywheel effect that the market might be discounting. With Q2 2025 earnings scheduled to confirm the same again, Broadcom presents asymmetric upside, if the story of its VMware synergies and private AI approach catches on.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","AVGO":"博通","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0109392836.USD":"富兰克林科技股A","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4588":"碎股","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A"},"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/250723097-broadcom-quiet-ai-revolution-begins-tradingkey-yiannis-zourmpanos","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2537977131","content_text":"Subscription and services revenue more than doubled YoY, now exceeding 41% of total revenue, boosting margin visibility.Cloud and AI infrastructure growth, with VMware integration, supports EBITDA margins in the mid-50% range and capital returns.Shares trade at 34.47x forward P/E; valuation re-rating of 15–20% possible as cross-sell synergies and software leverage scale.TradingKey - Over the past year, Broadcom (AVGO) has engineered in silence one of the most intriguing turnarounds in the semiconductor sector, transforming itself from a component supplier to a vertically integrated AI infrastructure and private cloud software platform. Although consensus commentary still centers on Broadcom's chip sales to hyperscalers, the true story is deeper: the buyout of VMware in late 2023 has made Broadcom a software-driven cash compounding play with embedded exposure to enterprise IT transition and edge AI.Investors seem to be underestimating the operating leverage embedded in this hybrid model, particularly as VMware's subscription conversion takes off. In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom's valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.Silicon meets Software: A Scalable, Low-Capital PlatformIts business model today is built on two-pronged pillars: high-margin semiconductor leadership and sticky infrastructure software monetization. Its semiconductor business continues to generate most of the revenue, driving AI networking, data center storage, wireless communications, and broadband. Products range from cutting-edge CMOS-based processors to specialized analog devices such as FBAR filters and lasers for hyperscale optics. Broadcom stands out by being able to concentrate on integration, customization, and performance-per-watt benefits, attributes becoming ever-more precious in AI hardware stacks.Source: Broadcom Inc. Company Overview, March 2025But the true structural change is in the software business. Post-VMware deal, Broadcom has a full-stack family of private cloud, mainframe, cybersecurity, and AI workload management software. VMware Cloud Foundation provides license portability and hybrid-cloud orchestration, while Private AI solutions enable data-residency-savvy enterprises to run LLMs behind their firewall. This model delivers predictability through enterprise-wide license contracts, minimizes customer churn, and widens the gross margin profile.Source: Broadcom Inc. Company Overview, March 2025The integration between Broadcom's hardware and software divisions is in providing end-to-end enterprise compute solutions, clients can get both the networking silicon and orchestration stack from one supplier. Not only does the vertically integrated stack provide efficiencies of scale but also embeds Broadcom deeply into mission-critical workloads and diminishes the risk of disintermediation from hyperscaler custom silicon.Holding the Line: Competitive Advantage in an Arms Race WorldBroadcom has its competitive landscape divided. In semiconductors, it is under heavy pressure from Nvidia in accelerators for AI, Marvell in networking, and AMD in CPUs and inferencing. Broadcom's differentiation is in networking silicon, namely custom ASICs and high-end switch silicon, essential for movement of data in sprawling AI clusters. These are now mission-critical in hyperscale deployments such as internal networks at top clouds.On the software front, it faces competition from Red Hat, Nutanix, and Microsoft Azure Stack. Nonetheless, its deep interest in enterprise-grade private-cloud security and virtualization shields it from price competition in public cloud offerings. Its VMware Cloud Foundation suite also has the benefit of single-cloud to multi-cloud portability of licenses, an exclusive competitive edge allowing customers to migrate effortlessly between on-prem and multi-cloud environments.Broadcom's customer relationships are deeply entrenched. Years of co-development and integration in the ecosystem are supported by Broadcom's largest five customers who bring in much of its revenue. Broadcom further embeds itself through long-term subscription contracts and private AI infrastructure. This provides it with structural advantage against competitors with either pure-play hardware or software ambition.Source: Markets and MarketsGrowth Engines Are Firing, But Cost Discipline Remains the Defining NarrativeThe foundation of Broadcom's growth story today lies in four secular winds: hyperscaler AI networking buildouts, private cloud modernization, software subscription migration, and generative AI infrastructure. In FY2025 Q1, Broadcom saw normalized EPS of $1.60, 6.1% above consensus estimates, its eighth consecutive beat with no misses in the last 12 quarters. Revenue of $14.92 billion also beat estimates despite macro headwinds.Source: NasdaqTo forward to Q2, the Street predicts $1.57 EPS and $14.98 billion in revenue. In the last 90 days, 32 of its EPS estimates have been upward revised compared to only one downward revision and has a Revisions Grade of A-. Sentiment continues to be more bullish. Fiscal 2025 EPS is projected at $6.63, representing 36% year-over-year growth, with annual revenue estimated at $62.6 billion. Notably, Broadcom's subscription and services revenue has grown more than two times year on year and now represents more than 41% of total revenue.Operationally, Broadcom has an extremely lean model, outsource low-margin manufacturing functions to third-parties while keeping proprietary fabs for high-end chips such as FBAR filters and lasers. Capex is light on a relative basis compared to hyperscale peers, allowing for dividends, buybacks, and deleveraging after the VMware deal.Source: Broadcom Inc. Company Overview, March 2025The cost structure is disciplined with R&D concentrated on high-return initiatives and SG&A rationalized in both segments. Broadcom's EBITDA margins remain in the mid-50s as it benefits from platform leverage and pricing strength. This combination of margin stability with top-line growth renders Broadcom fundamentally distinct from fabless counterparts who depend on volume and ASP cycles.Source: BullFincherValuation tug-of-war: platform optionality versus market scepticismIn spite of steady performance and higher estimate upgrades, Broadcom's valuation betrays underlying doubt. The stock has a price of 34.47 times forward earnings per share and 17.17 times forward sales, both well higher than sector means. Its forward EV/Sales multiple of 18.26x puts Broadcom in the highest decile of its peer.However, such multiples have to be viewed in the context of structural reinvention. Broadcom's software margins, stickiness, and contractually ensured revenue via VMware add to an entirely other risk-return profile. The annual EPS is estimated to increase to $14.50 by 2029, reflecting an implied CAGR of about 17% from 2025 with year-on-year growth gaining momentum after 2027 as cross-sell opportunities from VMware accumulate.Peer comparison implies Broadcom's premium valuation can be justified. For example, Nvidia has higher forward multiple despite higher CapEx intensity and lower software contribution. However, Marvell and AMD have comparable AI exposure but endure higher cyclical exposure and lower operating leverage. Should Broadcom's software integration continue to drive higher margins and sticky ARR, its fair value multiple can rerate towards 38x P/E and 19–20x EV/EBITDA, suggesting 15–20% uplift in valuation in the coming 12–18 months.Risks: Customer Concentration, Integration Overhang, and Margin CompressionAlthough Broadcom's fundamentals seem strong, there are some concerns. One is customer concentration, since much of the annual revenue is derived from just a few hyperscaler customers. This leaves Broadcom exposed to contract renegotiations, volume fluctuation, or disintermediation risk if these customers ramp up their internal chip development. Second, the integration of VMware, strategically well-designed as it is, still has some operational and cultural complexity. The divesting of end-user computing and integrating the legacy stack of VMware into Broadcom's lean operating model has the potential to cause near-term client churn or implementation delays.Most importantly, valuation compression may be quicker if capital expenditures on AI continue to slow due to macro factors or if regulatory pressures related to enterprise software and stack consolidation alter buyer behavior. Broadcom's high premium multiples also have little margin for error in the midst of the transition to a recurring-revenue-driven model.Conclusion: Broadcom's AI-Powered Re-rating has Just StartedBroadcom is not just a semiconductor company anymore, it's becoming a full-stack, infrastructure-first hybrid platform with AI embedded, sovereign cloud, and virtualization on top. Its consistent earnings, capital deployment discipline, and software leverage are generating a flywheel effect that the market might be discounting. With Q2 2025 earnings scheduled to confirm the same again, Broadcom presents asymmetric upside, if the story of its VMware synergies and private AI approach catches on.","news_type":1,"symbols_score_info":{"AVGO":1}},"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261215020544240,"gmtCreate":1704783562452,"gmtModify":1704783566663,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Still got some coins left, let's see how far we can get","listText":"Still got some coins left, let's see how far we can get","text":"Still got some coins left, let's see how far we can get","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261215020544240","isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258808818290944,"gmtCreate":1704219794924,"gmtModify":1704219799108,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Welcome to the new year everyone! Buy the dip or let it sit?","listText":"Welcome to the new year everyone! Buy the dip or let it sit?","text":"Welcome to the new year everyone! Buy the dip or let it sit?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258808818290944","isVote":1,"tweetType":1,"viewCount":2329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237701089681616,"gmtCreate":1699068238014,"gmtModify":1699068242026,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Let's see if we can get a new record","listText":"Let's see if we can get a new record","text":"Let's see if we can get a new record","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237701089681616","isVote":1,"tweetType":1,"viewCount":2565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237207402897544,"gmtCreate":1698947517340,"gmtModify":1698947521775,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Wow, the market has really gotten the Halloween vibe this year!","listText":"Wow, the market has really gotten the Halloween vibe this year!","text":"Wow, the market has really gotten the Halloween vibe this year!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237207402897544","isVote":1,"tweetType":1,"viewCount":2075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237078939488312,"gmtCreate":1698916150082,"gmtModify":1698916154467,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"I'm not fast enough! Need more practice...","listText":"I'm not fast enough! Need more practice...","text":"I'm not fast enough! Need more practice...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237078939488312","isVote":1,"tweetType":1,"viewCount":2516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236504317849808,"gmtCreate":1698776057391,"gmtModify":1698776061408,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Halloween is over here, we ran out of candy as usual!","listText":"Halloween is over here, we ran out of candy as usual!","text":"Halloween is over here, we ran out of candy as usual!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236504317849808","isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236050330697896,"gmtCreate":1698662170265,"gmtModify":1698662174238,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Let's see how this one goes!","listText":"Let's see how this one goes!","text":"Let's see how this one goes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236050330697896","isVote":1,"tweetType":1,"viewCount":2308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190054483410976,"gmtCreate":1687425719978,"gmtModify":1687425724344,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Not too many days left now, gonna be a rush to claim my $2 ;)","listText":"Not too many days left now, gonna be a rush to claim my $2 ;)","text":"Not too many days left now, gonna be a rush to claim my $2 ;)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190054483410976","isVote":1,"tweetType":1,"viewCount":2727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189628201570448,"gmtCreate":1687321471045,"gmtModify":1687321474901,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Starting to run out of days now! Not sure it can earn enough points...","listText":"Starting to run out of days now! Not sure it can earn enough points...","text":"Starting to run out of days now! Not sure it can earn enough points...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189628201570448","isVote":1,"tweetType":1,"viewCount":2709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189330300899472,"gmtCreate":1687248741389,"gmtModify":1687248746287,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Let's see how we get on today...","listText":"Let's see how we get on today...","text":"Let's see how we get on today...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189330300899472","isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188928076394616,"gmtCreate":1687150539601,"gmtModify":1687153604065,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Post your friend code. Here's mine: https://tigr.link/35K3kz?utm_campaign=20230510160244&amp;utm_medium=copy&amp;shareID=9f00b43058a8d23501e6794c61ed23c6&amp;invite=TLNOIW&amp;lang=en_NZ&amp;platform=android&amp;utm_source=invite","listText":"Post your friend code. Here's mine: https://tigr.link/35K3kz?utm_campaign=20230510160244&amp;utm_medium=copy&amp;shareID=9f00b43058a8d23501e6794c61ed23c6&amp;invite=TLNOIW&amp;lang=en_NZ&amp;platform=android&amp;utm_source=invite","text":"Post your friend code. Here's mine: https://tigr.link/35K3kz?utm_campaign=20230510160244&utm_medium=copy&shareID=9f00b43058a8d23501e6794c61ed23c6&invite=TLNOIW&lang=en_NZ&platform=android&utm_source=invite","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188928076394616","isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188524150480904,"gmtCreate":1687051924551,"gmtModify":1687051928936,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"A pretty challenging game this time round","listText":"A pretty challenging game this time round","text":"A pretty challenging game this time round","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188524150480904","isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188109423255600,"gmtCreate":1686950853477,"gmtModify":1686950859361,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Pesky thing got me again...","listText":"Pesky thing got me again...","text":"Pesky thing got me again...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188109423255600","isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187868876251240,"gmtCreate":1686894235120,"gmtModify":1686894239270,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"What a week! And it ends with a witching hour! Pity my cow catching isn't nearly as good!","listText":"What a week! And it ends with a witching hour! Pity my cow catching isn't nearly as good!","text":"What a week! And it ends with a witching hour! Pity my cow catching isn't nearly as good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187868876251240","isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187391088537728,"gmtCreate":1686777591709,"gmtModify":1686778477930,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Here's my friend link. If anyone else needs me to help post yours here too! https://tigr.link/2ZGm4a?utm_campaign=20230510160244&amp;utm_medium=copy&amp;shareID=076f9a884d1c856eda09c2c3b424dadb&amp;invite=TLNOIW&amp;lang=en_NZ&amp;platform=android&amp;utm_source=invite","listText":"Here's my friend link. If anyone else needs me to help post yours here too! https://tigr.link/2ZGm4a?utm_campaign=20230510160244&amp;utm_medium=copy&amp;shareID=076f9a884d1c856eda09c2c3b424dadb&amp;invite=TLNOIW&amp;lang=en_NZ&amp;platform=android&amp;utm_source=invite","text":"Here's my friend link. If anyone else needs me to help post yours here too! https://tigr.link/2ZGm4a?utm_campaign=20230510160244&utm_medium=copy&shareID=076f9a884d1c856eda09c2c3b424dadb&invite=TLNOIW&lang=en_NZ&platform=android&utm_source=invite","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187391088537728","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187149681786888,"gmtCreate":1686730114088,"gmtModify":1686730118207,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Ooh just made it this time, how's everyone else getting on?","listText":"Ooh just made it this time, how's everyone else getting on?","text":"Ooh just made it this time, how's everyone else getting on?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187149681786888","isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186789526253720,"gmtCreate":1686642345382,"gmtModify":1686642350113,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Yup HK is pretty tricky! Sometimes we get lucky though!","listText":"Yup HK is pretty tricky! Sometimes we get lucky though!","text":"Yup HK is pretty tricky! Sometimes we get lucky though!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186789526253720","isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186500892905568,"gmtCreate":1686571720683,"gmtModify":1686572534111,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"Big week this week! CPI, employment, Fed, oh my! Last time I tried to play the fed game I got burnt. Gonna hide in a corner till it's all over this time round[Happy]&nbsp;","listText":"Big week this week! CPI, employment, Fed, oh my! Last time I tried to play the fed game I got burnt. Gonna hide in a corner till it's all over this time round[Happy]&nbsp;","text":"Big week this week! CPI, employment, Fed, oh my! Last time I tried to play the fed game I got burnt. Gonna hide in a corner till it's all over this time round[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186500892905568","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185925583061000,"gmtCreate":1686431261859,"gmtModify":1686431266762,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130105231574432","authorIdStr":"4130105231574432"},"themes":[],"htmlText":"I even learned a little about the fading are in HK...","listText":"I even learned a little about the fading are in HK...","text":"I even learned a little about the fading are in HK...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185925583061000","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9957233125,"gmtCreate":1677264063268,"gmtModify":1677264066947,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> isn't even worth looking at until under 100. The fundamentals just don't warrant more, they don't make that much money relative to their share price. Especially in this time when you can get risk free 5% buying bonds. It'll be interesting to see the effect of the recent price changes on their margin","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> isn't even worth looking at until under 100. The fundamentals just don't warrant more, they don't make that much money relative to their share price. Especially in this time when you can get risk free 5% buying bonds. It'll be interesting to see the effect of the recent price changes on their margin","text":"$Tesla Motors(TSLA)$ isn't even worth looking at until under 100. The fundamentals just don't warrant more, they don't make that much money relative to their share price. Especially in this time when you can get risk free 5% buying bonds. It'll be interesting to see the effect of the recent price changes on their margin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/9957233125","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954285502,"gmtCreate":1676397766807,"gmtModify":1676397861964,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Shelter is based on their moronic 'home owners equivalent ' rent, which is where they ask home owners to estimate what their home would rent for. Not only is it not very accurate, but it also lags reality as it takes time for the respondents to notice the changing markets. It lagged on the way up, reporting lower figures than it should have, and now it is lagging&nbsp;on the way down, reporting higher than it should. They should really use one of the industry metrics that reports a more up to date figure. That said, the inflation may not yet be over, and we still fear a repeat of the 1970s where the Fed eased off too early and the smoldering inflation burst into flame again. And the market can still be irrational: witness the frankly awful earnings season we've just had but the market kee","listText":"Shelter is based on their moronic 'home owners equivalent ' rent, which is where they ask home owners to estimate what their home would rent for. Not only is it not very accurate, but it also lags reality as it takes time for the respondents to notice the changing markets. It lagged on the way up, reporting lower figures than it should have, and now it is lagging&nbsp;on the way down, reporting higher than it should. They should really use one of the industry metrics that reports a more up to date figure. That said, the inflation may not yet be over, and we still fear a repeat of the 1970s where the Fed eased off too early and the smoldering inflation burst into flame again. And the market can still be irrational: witness the frankly awful earnings season we've just had but the market kee","text":"Shelter is based on their moronic 'home owners equivalent ' rent, which is where they ask home owners to estimate what their home would rent for. Not only is it not very accurate, but it also lags reality as it takes time for the respondents to notice the changing markets. It lagged on the way up, reporting lower figures than it should have, and now it is lagging on the way down, reporting higher than it should. They should really use one of the industry metrics that reports a more up to date figure. That said, the inflation may not yet be over, and we still fear a repeat of the 1970s where the Fed eased off too early and the smoldering inflation burst into flame again. And the market can still be irrational: witness the frankly awful earnings season we've just had but the market kee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/9954285502","repostId":"1164364184","repostType":4,"repost":{"id":"1164364184","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1676381434,"share":"https://ttm.financial/m/news/1164364184?lang=&edition=fundamental","pubTime":"2023-02-14 21:30","market":"us","language":"en","title":"U.S. Consumer Prices Rose 6.4% in January, Higher Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1164364184","media":"Tiger Newspress","summary":"Inflation turned higher to start 2023, as rising gas and fuel prices took their toll on consumers, t","content":"<html><head></head><body><p>Inflation turned higher to start 2023, as rising gas and fuel prices took their toll on consumers, the Labor Department reported Tuesday.</p><p>The consumer price index, which measures a broad basket of common goods and services, rose 0.5% for the month, which translated to an annual gain of 6.4%. Economists surveyed by Dow Jones had been looking for respective increases of 0.4% and 6.2%.</p><p>Excluding volatile food and energy, core CPI increased 0.4% monthly and 5.6% from a year ago, against respective estimates of 0.3% and 5.5%.</p><p><img src=\"https://static.tigerbbs.com/75955999912ddd64e2f404358a24dd88\" tg-width=\"1172\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/></p><p>Rising shelter costs accounted for about half the monthly increase, the Bureau of Labor Statistics said in the report. The component accounts for more than one-third of the index and rose 0.7% on the month and was up 7.9% from a year ago.</p><p>Energy also was a significant contributor, up 2% and 8.7% respectively, while food costs rose 0.5% and 10.1% respectively.</p><p>Rising prices meant a loss in real pay for workers. Average hourly earnings fell 0.2% for the month and were down 1.8% from a year ago, according to a separate BLS report.</p><p>While price increases had been abating in recent months, January’s data shows that inflation is still a force in a U.S. economy in danger of slipping into recession this year.</p><p>That has come despite Federal Reserve efforts to quell the problem. The central bank has hiked its benchmark interest rate eight times since March 2022 as inflation rose to its highest level in 41 years last summer.</p><p>In recent days, Fed Chairman Jerome Powell has talked about “disinflationary” forces at play, but January’s numbers show the central bank probably still has work to do.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Consumer Prices Rose 6.4% in January, Higher Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Consumer Prices Rose 6.4% in January, Higher Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-02-14 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation turned higher to start 2023, as rising gas and fuel prices took their toll on consumers, the Labor Department reported Tuesday.</p><p>The consumer price index, which measures a broad basket of common goods and services, rose 0.5% for the month, which translated to an annual gain of 6.4%. Economists surveyed by Dow Jones had been looking for respective increases of 0.4% and 6.2%.</p><p>Excluding volatile food and energy, core CPI increased 0.4% monthly and 5.6% from a year ago, against respective estimates of 0.3% and 5.5%.</p><p><img src=\"https://static.tigerbbs.com/75955999912ddd64e2f404358a24dd88\" tg-width=\"1172\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/></p><p>Rising shelter costs accounted for about half the monthly increase, the Bureau of Labor Statistics said in the report. The component accounts for more than one-third of the index and rose 0.7% on the month and was up 7.9% from a year ago.</p><p>Energy also was a significant contributor, up 2% and 8.7% respectively, while food costs rose 0.5% and 10.1% respectively.</p><p>Rising prices meant a loss in real pay for workers. Average hourly earnings fell 0.2% for the month and were down 1.8% from a year ago, according to a separate BLS report.</p><p>While price increases had been abating in recent months, January’s data shows that inflation is still a force in a U.S. economy in danger of slipping into recession this year.</p><p>That has come despite Federal Reserve efforts to quell the problem. The central bank has hiked its benchmark interest rate eight times since March 2022 as inflation rose to its highest level in 41 years last summer.</p><p>In recent days, Fed Chairman Jerome Powell has talked about “disinflationary” forces at play, but January’s numbers show the central bank probably still has work to do.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164364184","content_text":"Inflation turned higher to start 2023, as rising gas and fuel prices took their toll on consumers, the Labor Department reported Tuesday.The consumer price index, which measures a broad basket of common goods and services, rose 0.5% for the month, which translated to an annual gain of 6.4%. Economists surveyed by Dow Jones had been looking for respective increases of 0.4% and 6.2%.Excluding volatile food and energy, core CPI increased 0.4% monthly and 5.6% from a year ago, against respective estimates of 0.3% and 5.5%.Rising shelter costs accounted for about half the monthly increase, the Bureau of Labor Statistics said in the report. The component accounts for more than one-third of the index and rose 0.7% on the month and was up 7.9% from a year ago.Energy also was a significant contributor, up 2% and 8.7% respectively, while food costs rose 0.5% and 10.1% respectively.Rising prices meant a loss in real pay for workers. Average hourly earnings fell 0.2% for the month and were down 1.8% from a year ago, according to a separate BLS report.While price increases had been abating in recent months, January’s data shows that inflation is still a force in a U.S. economy in danger of slipping into recession this year.That has come despite Federal Reserve efforts to quell the problem. The central bank has hiked its benchmark interest rate eight times since March 2022 as inflation rose to its highest level in 41 years last summer.In recent days, Fed Chairman Jerome Powell has talked about “disinflationary” forces at play, but January’s numbers show the central bank probably still has work to do.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956417464,"gmtCreate":1674127105658,"gmtModify":1676538925383,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Tesla had to drop prices. Otherwise they'd be left with unsold inventory and would have to curtail production, destroying their growth story . Better to at least still be growing in numbers. Trouble is, they've got themselves a price war, not a place you want to be if you're maintaining margins. If you get a worthy competitor or two. I wonder what a recession did for overall vehicle sales. Be interesting to compare with what happened in '08. My guess? Modest YoY growth at their upcoming sales call but not up to their prior standard. Elon will talk the good talk about market share to satisfy the fans, and their stock price will sputter along at around its current level. Major moves may wait until the sales call the following quarter, when we see the results of what's happening now.","listText":"Tesla had to drop prices. Otherwise they'd be left with unsold inventory and would have to curtail production, destroying their growth story . Better to at least still be growing in numbers. Trouble is, they've got themselves a price war, not a place you want to be if you're maintaining margins. If you get a worthy competitor or two. I wonder what a recession did for overall vehicle sales. Be interesting to compare with what happened in '08. My guess? Modest YoY growth at their upcoming sales call but not up to their prior standard. Elon will talk the good talk about market share to satisfy the fans, and their stock price will sputter along at around its current level. Major moves may wait until the sales call the following quarter, when we see the results of what's happening now.","text":"Tesla had to drop prices. Otherwise they'd be left with unsold inventory and would have to curtail production, destroying their growth story . Better to at least still be growing in numbers. Trouble is, they've got themselves a price war, not a place you want to be if you're maintaining margins. If you get a worthy competitor or two. I wonder what a recession did for overall vehicle sales. Be interesting to compare with what happened in '08. My guess? Modest YoY growth at their upcoming sales call but not up to their prior standard. Elon will talk the good talk about market share to satisfy the fans, and their stock price will sputter along at around its current level. Major moves may wait until the sales call the following quarter, when we see the results of what's happening now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9956417464","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237207402897544,"gmtCreate":1698947517340,"gmtModify":1698947521775,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Wow, the market has really gotten the Halloween vibe this year!","listText":"Wow, the market has really gotten the Halloween vibe this year!","text":"Wow, the market has really gotten the Halloween vibe this year!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237207402897544","isVote":1,"tweetType":1,"viewCount":2075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987631621,"gmtCreate":1667883080363,"gmtModify":1676537979361,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> they've been pulling a lot of revenue levers lately: increasing subscription costs, additional ads - things they might not have had to do before. iPhone Pro selling well, but that's the one the die-hards buy. The regular iPhone sales is sounding a bit scary.&nbsp; Long term they're still a fantastic company but they're the last bastion to yet to fall, and I think that's coming. Not all bad though, cheap apple might be a good opportunity to get in at a fair price!","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> they've been pulling a lot of revenue levers lately: increasing subscription costs, additional ads - things they might not have had to do before. iPhone Pro selling well, but that's the one the die-hards buy. The regular iPhone sales is sounding a bit scary.&nbsp; Long term they're still a fantastic company but they're the last bastion to yet to fall, and I think that's coming. Not all bad though, cheap apple might be a good opportunity to get in at a fair price!","text":"$Apple(AAPL)$ they've been pulling a lot of revenue levers lately: increasing subscription costs, additional ads - things they might not have had to do before. iPhone Pro selling well, but that's the one the die-hards buy. The regular iPhone sales is sounding a bit scary. Long term they're still a fantastic company but they're the last bastion to yet to fall, and I think that's coming. Not all bad though, cheap apple might be a good opportunity to get in at a fair price!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9987631621","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958521339,"gmtCreate":1673781819122,"gmtModify":1676538884765,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"The final week... be interesting to see what the next one is","listText":"The final week... be interesting to see what the next one is","text":"The final week... be interesting to see what the next one is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958521339","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439251576102920,"gmtCreate":1748257940406,"gmtModify":1748257944880,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"One thing this article misses: Broadcom's VMWare customers now HATE broadcom because they've been jacking up the prices and squeezing as hard as they can. Will the pain of switching to another provider outweigh the dollar cost? Time will tell...","listText":"One thing this article misses: Broadcom's VMWare customers now HATE broadcom because they've been jacking up the prices and squeezing as hard as they can. Will the pain of switching to another provider outweigh the dollar cost? Time will tell...","text":"One thing this article misses: Broadcom's VMWare customers now HATE broadcom because they've been jacking up the prices and squeezing as hard as they can. Will the pain of switching to another provider outweigh the dollar cost? Time will tell...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439251576102920","repostId":"2537977131","repostType":4,"repost":{"id":"2537977131","kind":"highlight","weMediaInfo":{"introduction":"Your One-Stop Financial Markets Platform","home_visible":1,"media_name":"TradingKey","id":"1041236214","head_image":"https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb"},"pubTimestamp":1748254899,"share":"https://ttm.financial/m/news/2537977131?lang=&edition=fundamental","pubTime":"2025-05-26 18:21","market":"fut","language":"en","title":"Broadcom's Quiet AI Revolution Begins","url":"https://stock-news.laohu8.com/highlight/detail?id=2537977131","media":"TradingKey","summary":"In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom's valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.","content":"<html><head></head><body><ul style=\"\"><li><p>Subscription and services revenue more than doubled YoY, now exceeding 41% of total revenue, boosting margin visibility.</p></li><li><p>Cloud and AI infrastructure growth, with VMware integration, supports EBITDA margins in the mid-50% range and capital returns.</p></li><li><p>Shares trade at 34.47x forward P/E; valuation re-rating of 15–20% possible as cross-sell synergies and software leverage scale.</p></li></ul><p><strong>TradingKey - </strong>Over the past year, Broadcom (AVGO) has engineered in silence one of the most intriguing turnarounds in the semiconductor sector, transforming itself from a component supplier to a vertically integrated AI infrastructure and private cloud software platform. Although consensus commentary still centers on Broadcom&#39;s chip sales to hyperscalers, the true story is deeper: the buyout of VMware in late 2023 has made Broadcom a software-driven cash compounding play with embedded exposure to enterprise IT transition and edge AI.</p><p>Investors seem to be underestimating the operating leverage embedded in this hybrid model, particularly as VMware&#39;s subscription conversion takes off. In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom&#39;s valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.</p><h2 id=\"id_3715793397\">Silicon meets Software: A Scalable, Low-Capital Platform</h2><p>Its business model today is built on two-pronged pillars: high-margin semiconductor leadership and sticky infrastructure software monetization. Its semiconductor business continues to generate most of the revenue, driving AI networking, data center storage, wireless communications, and broadband. Products range from cutting-edge CMOS-based processors to specialized analog devices such as FBAR filters and lasers for hyperscale optics. Broadcom stands out by being able to concentrate on integration, customization, and performance-per-watt benefits, attributes becoming ever-more precious in AI hardware stacks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/682729e01a90619b7f55a592fa4576ad\" tg-width=\"624\" tg-height=\"351\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>But the true structural change is in the software business. Post-VMware deal, Broadcom has a full-stack family of private cloud, mainframe, cybersecurity, and AI workload management software. VMware Cloud Foundation provides license portability and hybrid-cloud orchestration, while Private AI solutions enable data-residency-savvy enterprises to run LLMs behind their firewall. This model delivers predictability through enterprise-wide license contracts, minimizes customer churn, and widens the gross margin profile.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f8c850b09095fb6d844cf172a241f41\" tg-width=\"624\" tg-height=\"279\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>The integration between Broadcom&#39;s hardware and software divisions is in providing end-to-end enterprise compute solutions, clients can get both the networking silicon and orchestration stack from one supplier. Not only does the vertically integrated stack provide efficiencies of scale but also embeds Broadcom deeply into mission-critical workloads and diminishes the risk of disintermediation from hyperscaler custom silicon.</p><h2 id=\"id_2831618745\">Holding the Line: Competitive Advantage in an Arms Race World</h2><p>Broadcom has its competitive landscape divided. In semiconductors, it is under heavy pressure from Nvidia in accelerators for AI, Marvell in networking, and AMD in CPUs and inferencing. Broadcom&#39;s differentiation is in networking silicon, namely custom ASICs and high-end switch silicon, essential for movement of data in sprawling AI clusters. These are now mission-critical in hyperscale deployments such as internal networks at top clouds.</p><p>On the software front, it faces competition from Red Hat, Nutanix, and Microsoft Azure Stack. Nonetheless, its deep interest in enterprise-grade private-cloud security and virtualization shields it from price competition in public cloud offerings. Its VMware Cloud Foundation suite also has the benefit of single-cloud to multi-cloud portability of licenses, an exclusive competitive edge allowing customers to migrate effortlessly between on-prem and multi-cloud environments.</p><p>Broadcom&#39;s customer relationships are deeply entrenched. Years of co-development and integration in the ecosystem are supported by Broadcom&#39;s largest five customers who bring in much of its revenue. Broadcom further embeds itself through long-term subscription contracts and private AI infrastructure. This provides it with structural advantage against competitors with either pure-play hardware or software ambition.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da9c97e20bdbf6c2c27fdd5e4826f512\" tg-width=\"624\" tg-height=\"312\"/></p><p>Source: Markets and Markets</p><h2 id=\"id_2538741701\">Growth Engines Are Firing, But Cost Discipline Remains the Defining Narrative</h2><p>The foundation of Broadcom&#39;s growth story today lies in four secular winds: hyperscaler AI networking buildouts, private cloud modernization, software subscription migration, and generative AI infrastructure. In FY2025 Q1, Broadcom saw normalized EPS of $1.60, 6.1% above consensus estimates, its eighth consecutive beat with no misses in the last 12 quarters. Revenue of $14.92 billion also beat estimates despite macro headwinds.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faf3ea182a92943d9bb3db284442178a\" tg-width=\"624\" tg-height=\"444\"/></p><p>Source: Nasdaq</p><p>To forward to Q2, the Street predicts $1.57 EPS and $14.98 billion in revenue. In the last 90 days, 32 of its EPS estimates have been upward revised compared to only one downward revision and has a Revisions Grade of A-. Sentiment continues to be more bullish. Fiscal 2025 EPS is projected at $6.63, representing 36% year-over-year growth, with annual revenue estimated at $62.6 billion. Notably, Broadcom&#39;s subscription and services revenue has grown more than two times year on year and now represents more than 41% of total revenue.</p><p>Operationally, Broadcom has an extremely lean model, outsource low-margin manufacturing functions to third-parties while keeping proprietary fabs for high-end chips such as FBAR filters and lasers. Capex is light on a relative basis compared to hyperscale peers, allowing for dividends, buybacks, and deleveraging after the VMware deal.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae7309ba45597de71a889153705375ad\" tg-width=\"624\" tg-height=\"261\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>The cost structure is disciplined with R&amp;D concentrated on high-return initiatives and SG&amp;A rationalized in both segments. Broadcom&#39;s EBITDA margins remain in the mid-50s as it benefits from platform leverage and pricing strength. This combination of margin stability with top-line growth renders Broadcom fundamentally distinct from fabless counterparts who depend on volume and ASP cycles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/305574e511e6cbb3ed7fb8e0bc9bfbf6\" tg-width=\"624\" tg-height=\"439\"/></p><p>Source: BullFincher</p><h2 id=\"id_4264021378\">Valuation tug-of-war: platform optionality versus market scepticism</h2><p>In spite of steady performance and higher estimate upgrades, Broadcom&#39;s valuation betrays underlying doubt. The stock has a price of 34.47 times forward earnings per share and 17.17 times forward sales, both well higher than sector means. Its forward EV/Sales multiple of 18.26x puts Broadcom in the highest decile of its peer.</p><p>However, such multiples have to be viewed in the context of structural reinvention. Broadcom&#39;s software margins, stickiness, and contractually ensured revenue via VMware add to an entirely other risk-return profile. The annual EPS is estimated to increase to $14.50 by 2029, reflecting an implied CAGR of about 17% from 2025 with year-on-year growth gaining momentum after 2027 as cross-sell opportunities from VMware accumulate.</p><p>Peer comparison implies Broadcom&#39;s premium valuation can be justified. For example, Nvidia has higher forward multiple despite higher CapEx intensity and lower software contribution. However, Marvell and AMD have comparable AI exposure but endure higher cyclical exposure and lower operating leverage. Should Broadcom&#39;s software integration continue to drive higher margins and sticky ARR, its fair value multiple can rerate towards 38x P/E and 19–20x EV/EBITDA, suggesting 15–20% uplift in valuation in the coming 12–18 months.</p><h2 id=\"id_530663149\">Risks: Customer Concentration, Integration Overhang, and Margin Compression</h2><p>Although Broadcom&#39;s fundamentals seem strong, there are some concerns. One is customer concentration, since much of the annual revenue is derived from just a few hyperscaler customers. This leaves Broadcom exposed to contract renegotiations, volume fluctuation, or disintermediation risk if these customers ramp up their internal chip development. Second, the integration of VMware, strategically well-designed as it is, still has some operational and cultural complexity. The divesting of end-user computing and integrating the legacy stack of VMware into Broadcom&#39;s lean operating model has the potential to cause near-term client churn or implementation delays.</p><p>Most importantly, valuation compression may be quicker if capital expenditures on AI continue to slow due to macro factors or if regulatory pressures related to enterprise software and stack consolidation alter buyer behavior. Broadcom&#39;s high premium multiples also have little margin for error in the midst of the transition to a recurring-revenue-driven model.</p><h2 id=\"id_2410317531\">Conclusion: Broadcom&#39;s AI-Powered Re-rating has Just Started</h2><p>Broadcom is not just a semiconductor company anymore, it&#39;s becoming a full-stack, infrastructure-first hybrid platform with AI embedded, sovereign cloud, and virtualization on top. Its consistent earnings, capital deployment discipline, and software leverage are generating a flywheel effect that the market might be discounting. With Q2 2025 earnings scheduled to confirm the same again, Broadcom presents asymmetric upside, if the story of its VMware synergies and private AI approach catches on.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Broadcom's Quiet AI Revolution Begins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBroadcom's Quiet AI Revolution Begins\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041236214\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey </p>\n<p class=\"h-time\">2025-05-26 18:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Subscription and services revenue more than doubled YoY, now exceeding 41% of total revenue, boosting margin visibility.</p></li><li><p>Cloud and AI infrastructure growth, with VMware integration, supports EBITDA margins in the mid-50% range and capital returns.</p></li><li><p>Shares trade at 34.47x forward P/E; valuation re-rating of 15–20% possible as cross-sell synergies and software leverage scale.</p></li></ul><p><strong>TradingKey - </strong>Over the past year, Broadcom (AVGO) has engineered in silence one of the most intriguing turnarounds in the semiconductor sector, transforming itself from a component supplier to a vertically integrated AI infrastructure and private cloud software platform. Although consensus commentary still centers on Broadcom&#39;s chip sales to hyperscalers, the true story is deeper: the buyout of VMware in late 2023 has made Broadcom a software-driven cash compounding play with embedded exposure to enterprise IT transition and edge AI.</p><p>Investors seem to be underestimating the operating leverage embedded in this hybrid model, particularly as VMware&#39;s subscription conversion takes off. In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom&#39;s valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.</p><h2 id=\"id_3715793397\">Silicon meets Software: A Scalable, Low-Capital Platform</h2><p>Its business model today is built on two-pronged pillars: high-margin semiconductor leadership and sticky infrastructure software monetization. Its semiconductor business continues to generate most of the revenue, driving AI networking, data center storage, wireless communications, and broadband. Products range from cutting-edge CMOS-based processors to specialized analog devices such as FBAR filters and lasers for hyperscale optics. Broadcom stands out by being able to concentrate on integration, customization, and performance-per-watt benefits, attributes becoming ever-more precious in AI hardware stacks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/682729e01a90619b7f55a592fa4576ad\" tg-width=\"624\" tg-height=\"351\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>But the true structural change is in the software business. Post-VMware deal, Broadcom has a full-stack family of private cloud, mainframe, cybersecurity, and AI workload management software. VMware Cloud Foundation provides license portability and hybrid-cloud orchestration, while Private AI solutions enable data-residency-savvy enterprises to run LLMs behind their firewall. This model delivers predictability through enterprise-wide license contracts, minimizes customer churn, and widens the gross margin profile.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f8c850b09095fb6d844cf172a241f41\" tg-width=\"624\" tg-height=\"279\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>The integration between Broadcom&#39;s hardware and software divisions is in providing end-to-end enterprise compute solutions, clients can get both the networking silicon and orchestration stack from one supplier. Not only does the vertically integrated stack provide efficiencies of scale but also embeds Broadcom deeply into mission-critical workloads and diminishes the risk of disintermediation from hyperscaler custom silicon.</p><h2 id=\"id_2831618745\">Holding the Line: Competitive Advantage in an Arms Race World</h2><p>Broadcom has its competitive landscape divided. In semiconductors, it is under heavy pressure from Nvidia in accelerators for AI, Marvell in networking, and AMD in CPUs and inferencing. Broadcom&#39;s differentiation is in networking silicon, namely custom ASICs and high-end switch silicon, essential for movement of data in sprawling AI clusters. These are now mission-critical in hyperscale deployments such as internal networks at top clouds.</p><p>On the software front, it faces competition from Red Hat, Nutanix, and Microsoft Azure Stack. Nonetheless, its deep interest in enterprise-grade private-cloud security and virtualization shields it from price competition in public cloud offerings. Its VMware Cloud Foundation suite also has the benefit of single-cloud to multi-cloud portability of licenses, an exclusive competitive edge allowing customers to migrate effortlessly between on-prem and multi-cloud environments.</p><p>Broadcom&#39;s customer relationships are deeply entrenched. Years of co-development and integration in the ecosystem are supported by Broadcom&#39;s largest five customers who bring in much of its revenue. Broadcom further embeds itself through long-term subscription contracts and private AI infrastructure. This provides it with structural advantage against competitors with either pure-play hardware or software ambition.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da9c97e20bdbf6c2c27fdd5e4826f512\" tg-width=\"624\" tg-height=\"312\"/></p><p>Source: Markets and Markets</p><h2 id=\"id_2538741701\">Growth Engines Are Firing, But Cost Discipline Remains the Defining Narrative</h2><p>The foundation of Broadcom&#39;s growth story today lies in four secular winds: hyperscaler AI networking buildouts, private cloud modernization, software subscription migration, and generative AI infrastructure. In FY2025 Q1, Broadcom saw normalized EPS of $1.60, 6.1% above consensus estimates, its eighth consecutive beat with no misses in the last 12 quarters. Revenue of $14.92 billion also beat estimates despite macro headwinds.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faf3ea182a92943d9bb3db284442178a\" tg-width=\"624\" tg-height=\"444\"/></p><p>Source: Nasdaq</p><p>To forward to Q2, the Street predicts $1.57 EPS and $14.98 billion in revenue. In the last 90 days, 32 of its EPS estimates have been upward revised compared to only one downward revision and has a Revisions Grade of A-. Sentiment continues to be more bullish. Fiscal 2025 EPS is projected at $6.63, representing 36% year-over-year growth, with annual revenue estimated at $62.6 billion. Notably, Broadcom&#39;s subscription and services revenue has grown more than two times year on year and now represents more than 41% of total revenue.</p><p>Operationally, Broadcom has an extremely lean model, outsource low-margin manufacturing functions to third-parties while keeping proprietary fabs for high-end chips such as FBAR filters and lasers. Capex is light on a relative basis compared to hyperscale peers, allowing for dividends, buybacks, and deleveraging after the VMware deal.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae7309ba45597de71a889153705375ad\" tg-width=\"624\" tg-height=\"261\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>The cost structure is disciplined with R&amp;D concentrated on high-return initiatives and SG&amp;A rationalized in both segments. Broadcom&#39;s EBITDA margins remain in the mid-50s as it benefits from platform leverage and pricing strength. This combination of margin stability with top-line growth renders Broadcom fundamentally distinct from fabless counterparts who depend on volume and ASP cycles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/305574e511e6cbb3ed7fb8e0bc9bfbf6\" tg-width=\"624\" tg-height=\"439\"/></p><p>Source: BullFincher</p><h2 id=\"id_4264021378\">Valuation tug-of-war: platform optionality versus market scepticism</h2><p>In spite of steady performance and higher estimate upgrades, Broadcom&#39;s valuation betrays underlying doubt. The stock has a price of 34.47 times forward earnings per share and 17.17 times forward sales, both well higher than sector means. Its forward EV/Sales multiple of 18.26x puts Broadcom in the highest decile of its peer.</p><p>However, such multiples have to be viewed in the context of structural reinvention. Broadcom&#39;s software margins, stickiness, and contractually ensured revenue via VMware add to an entirely other risk-return profile. The annual EPS is estimated to increase to $14.50 by 2029, reflecting an implied CAGR of about 17% from 2025 with year-on-year growth gaining momentum after 2027 as cross-sell opportunities from VMware accumulate.</p><p>Peer comparison implies Broadcom&#39;s premium valuation can be justified. For example, Nvidia has higher forward multiple despite higher CapEx intensity and lower software contribution. However, Marvell and AMD have comparable AI exposure but endure higher cyclical exposure and lower operating leverage. Should Broadcom&#39;s software integration continue to drive higher margins and sticky ARR, its fair value multiple can rerate towards 38x P/E and 19–20x EV/EBITDA, suggesting 15–20% uplift in valuation in the coming 12–18 months.</p><h2 id=\"id_530663149\">Risks: Customer Concentration, Integration Overhang, and Margin Compression</h2><p>Although Broadcom&#39;s fundamentals seem strong, there are some concerns. One is customer concentration, since much of the annual revenue is derived from just a few hyperscaler customers. This leaves Broadcom exposed to contract renegotiations, volume fluctuation, or disintermediation risk if these customers ramp up their internal chip development. Second, the integration of VMware, strategically well-designed as it is, still has some operational and cultural complexity. The divesting of end-user computing and integrating the legacy stack of VMware into Broadcom&#39;s lean operating model has the potential to cause near-term client churn or implementation delays.</p><p>Most importantly, valuation compression may be quicker if capital expenditures on AI continue to slow due to macro factors or if regulatory pressures related to enterprise software and stack consolidation alter buyer behavior. Broadcom&#39;s high premium multiples also have little margin for error in the midst of the transition to a recurring-revenue-driven model.</p><h2 id=\"id_2410317531\">Conclusion: Broadcom&#39;s AI-Powered Re-rating has Just Started</h2><p>Broadcom is not just a semiconductor company anymore, it&#39;s becoming a full-stack, infrastructure-first hybrid platform with AI embedded, sovereign cloud, and virtualization on top. Its consistent earnings, capital deployment discipline, and software leverage are generating a flywheel effect that the market might be discounting. With Q2 2025 earnings scheduled to confirm the same again, Broadcom presents asymmetric upside, if the story of its VMware synergies and private AI approach catches on.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","AVGO":"博通","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0109392836.USD":"富兰克林科技股A","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4588":"碎股","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A"},"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/250723097-broadcom-quiet-ai-revolution-begins-tradingkey-yiannis-zourmpanos","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2537977131","content_text":"Subscription and services revenue more than doubled YoY, now exceeding 41% of total revenue, boosting margin visibility.Cloud and AI infrastructure growth, with VMware integration, supports EBITDA margins in the mid-50% range and capital returns.Shares trade at 34.47x forward P/E; valuation re-rating of 15–20% possible as cross-sell synergies and software leverage scale.TradingKey - Over the past year, Broadcom (AVGO) has engineered in silence one of the most intriguing turnarounds in the semiconductor sector, transforming itself from a component supplier to a vertically integrated AI infrastructure and private cloud software platform. Although consensus commentary still centers on Broadcom's chip sales to hyperscalers, the true story is deeper: the buyout of VMware in late 2023 has made Broadcom a software-driven cash compounding play with embedded exposure to enterprise IT transition and edge AI.Investors seem to be underestimating the operating leverage embedded in this hybrid model, particularly as VMware's subscription conversion takes off. In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom's valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.Silicon meets Software: A Scalable, Low-Capital PlatformIts business model today is built on two-pronged pillars: high-margin semiconductor leadership and sticky infrastructure software monetization. Its semiconductor business continues to generate most of the revenue, driving AI networking, data center storage, wireless communications, and broadband. Products range from cutting-edge CMOS-based processors to specialized analog devices such as FBAR filters and lasers for hyperscale optics. Broadcom stands out by being able to concentrate on integration, customization, and performance-per-watt benefits, attributes becoming ever-more precious in AI hardware stacks.Source: Broadcom Inc. Company Overview, March 2025But the true structural change is in the software business. Post-VMware deal, Broadcom has a full-stack family of private cloud, mainframe, cybersecurity, and AI workload management software. VMware Cloud Foundation provides license portability and hybrid-cloud orchestration, while Private AI solutions enable data-residency-savvy enterprises to run LLMs behind their firewall. This model delivers predictability through enterprise-wide license contracts, minimizes customer churn, and widens the gross margin profile.Source: Broadcom Inc. Company Overview, March 2025The integration between Broadcom's hardware and software divisions is in providing end-to-end enterprise compute solutions, clients can get both the networking silicon and orchestration stack from one supplier. Not only does the vertically integrated stack provide efficiencies of scale but also embeds Broadcom deeply into mission-critical workloads and diminishes the risk of disintermediation from hyperscaler custom silicon.Holding the Line: Competitive Advantage in an Arms Race WorldBroadcom has its competitive landscape divided. In semiconductors, it is under heavy pressure from Nvidia in accelerators for AI, Marvell in networking, and AMD in CPUs and inferencing. Broadcom's differentiation is in networking silicon, namely custom ASICs and high-end switch silicon, essential for movement of data in sprawling AI clusters. These are now mission-critical in hyperscale deployments such as internal networks at top clouds.On the software front, it faces competition from Red Hat, Nutanix, and Microsoft Azure Stack. Nonetheless, its deep interest in enterprise-grade private-cloud security and virtualization shields it from price competition in public cloud offerings. Its VMware Cloud Foundation suite also has the benefit of single-cloud to multi-cloud portability of licenses, an exclusive competitive edge allowing customers to migrate effortlessly between on-prem and multi-cloud environments.Broadcom's customer relationships are deeply entrenched. Years of co-development and integration in the ecosystem are supported by Broadcom's largest five customers who bring in much of its revenue. Broadcom further embeds itself through long-term subscription contracts and private AI infrastructure. This provides it with structural advantage against competitors with either pure-play hardware or software ambition.Source: Markets and MarketsGrowth Engines Are Firing, But Cost Discipline Remains the Defining NarrativeThe foundation of Broadcom's growth story today lies in four secular winds: hyperscaler AI networking buildouts, private cloud modernization, software subscription migration, and generative AI infrastructure. In FY2025 Q1, Broadcom saw normalized EPS of $1.60, 6.1% above consensus estimates, its eighth consecutive beat with no misses in the last 12 quarters. Revenue of $14.92 billion also beat estimates despite macro headwinds.Source: NasdaqTo forward to Q2, the Street predicts $1.57 EPS and $14.98 billion in revenue. In the last 90 days, 32 of its EPS estimates have been upward revised compared to only one downward revision and has a Revisions Grade of A-. Sentiment continues to be more bullish. Fiscal 2025 EPS is projected at $6.63, representing 36% year-over-year growth, with annual revenue estimated at $62.6 billion. Notably, Broadcom's subscription and services revenue has grown more than two times year on year and now represents more than 41% of total revenue.Operationally, Broadcom has an extremely lean model, outsource low-margin manufacturing functions to third-parties while keeping proprietary fabs for high-end chips such as FBAR filters and lasers. Capex is light on a relative basis compared to hyperscale peers, allowing for dividends, buybacks, and deleveraging after the VMware deal.Source: Broadcom Inc. Company Overview, March 2025The cost structure is disciplined with R&D concentrated on high-return initiatives and SG&A rationalized in both segments. Broadcom's EBITDA margins remain in the mid-50s as it benefits from platform leverage and pricing strength. This combination of margin stability with top-line growth renders Broadcom fundamentally distinct from fabless counterparts who depend on volume and ASP cycles.Source: BullFincherValuation tug-of-war: platform optionality versus market scepticismIn spite of steady performance and higher estimate upgrades, Broadcom's valuation betrays underlying doubt. The stock has a price of 34.47 times forward earnings per share and 17.17 times forward sales, both well higher than sector means. Its forward EV/Sales multiple of 18.26x puts Broadcom in the highest decile of its peer.However, such multiples have to be viewed in the context of structural reinvention. Broadcom's software margins, stickiness, and contractually ensured revenue via VMware add to an entirely other risk-return profile. The annual EPS is estimated to increase to $14.50 by 2029, reflecting an implied CAGR of about 17% from 2025 with year-on-year growth gaining momentum after 2027 as cross-sell opportunities from VMware accumulate.Peer comparison implies Broadcom's premium valuation can be justified. For example, Nvidia has higher forward multiple despite higher CapEx intensity and lower software contribution. However, Marvell and AMD have comparable AI exposure but endure higher cyclical exposure and lower operating leverage. Should Broadcom's software integration continue to drive higher margins and sticky ARR, its fair value multiple can rerate towards 38x P/E and 19–20x EV/EBITDA, suggesting 15–20% uplift in valuation in the coming 12–18 months.Risks: Customer Concentration, Integration Overhang, and Margin CompressionAlthough Broadcom's fundamentals seem strong, there are some concerns. One is customer concentration, since much of the annual revenue is derived from just a few hyperscaler customers. This leaves Broadcom exposed to contract renegotiations, volume fluctuation, or disintermediation risk if these customers ramp up their internal chip development. Second, the integration of VMware, strategically well-designed as it is, still has some operational and cultural complexity. The divesting of end-user computing and integrating the legacy stack of VMware into Broadcom's lean operating model has the potential to cause near-term client churn or implementation delays.Most importantly, valuation compression may be quicker if capital expenditures on AI continue to slow due to macro factors or if regulatory pressures related to enterprise software and stack consolidation alter buyer behavior. Broadcom's high premium multiples also have little margin for error in the midst of the transition to a recurring-revenue-driven model.Conclusion: Broadcom's AI-Powered Re-rating has Just StartedBroadcom is not just a semiconductor company anymore, it's becoming a full-stack, infrastructure-first hybrid platform with AI embedded, sovereign cloud, and virtualization on top. Its consistent earnings, capital deployment discipline, and software leverage are generating a flywheel effect that the market might be discounting. With Q2 2025 earnings scheduled to confirm the same again, Broadcom presents asymmetric upside, if the story of its VMware synergies and private AI approach catches on.","news_type":1,"symbols_score_info":{"AVGO":1}},"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184786548187288,"gmtCreate":1686138288504,"gmtModify":1686138292306,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Hehe I don't know SG that well but gonna learn by the looks. As long as there's a merlion question!","listText":"Hehe I don't know SG that well but gonna learn by the looks. As long as there's a merlion question!","text":"Hehe I don't know SG that well but gonna learn by the looks. As long as there's a merlion question!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/184786548187288","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956121825,"gmtCreate":1673937581467,"gmtModify":1676538905681,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Can't be long to go now!","listText":"Can't be long to go now!","text":"Can't be long to go now!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956121825","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953768899,"gmtCreate":1673334618211,"gmtModify":1676538819676,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"One week to go...","listText":"One week to go...","text":"One week to go...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953768899","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958911258,"gmtCreate":1673610451774,"gmtModify":1676538864239,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Last week starting, should be able to earn a little more","listText":"Last week starting, should be able to earn a little more","text":"Last week starting, should be able to earn a little more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958911258","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951525097,"gmtCreate":1673525885419,"gmtModify":1676538850708,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Today the football gets overshadowed by the next CPI read, what's it gonna be...","listText":"Today the football gets overshadowed by the next CPI read, what's it gonna be...","text":"Today the football gets overshadowed by the next CPI read, what's it gonna be...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951525097","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925507478,"gmtCreate":1672056299295,"gmtModify":1676538627835,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Hope everyone's having a good break!","listText":"Hope everyone's having a good break!","text":"Hope everyone's having a good break!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925507478","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922307555,"gmtCreate":1671683407477,"gmtModify":1676538575842,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Turns out the weekend's meltdown really was a meltdown - a cooling failure at the alicloud data center apparently. Glad to see the fun here will continue!","listText":"Turns out the weekend's meltdown really was a meltdown - a cooling failure at the alicloud data center apparently. Glad to see the fun here will continue!","text":"Turns out the weekend's meltdown really was a meltdown - a cooling failure at the alicloud data center apparently. Glad to see the fun here will continue!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922307555","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953371360,"gmtCreate":1673177029251,"gmtModify":1676538795157,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Just getting team members now!","listText":"Just getting team members now!","text":"Just getting team members now!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953371360","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923193896,"gmtCreate":1670806920916,"gmtModify":1676538436507,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Got em all! Now to decide whether to upgrade then...","listText":"Got em all! Now to decide whether to upgrade then...","text":"Got em all! Now to decide whether to upgrade then...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923193896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929707646,"gmtCreate":1670727360485,"gmtModify":1676538424166,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Croatia looking like a contender?","listText":"Croatia looking like a contender?","text":"Croatia looking like a contender?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929707646","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929683565,"gmtCreate":1670648800858,"gmtModify":1676538412493,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"No Brazil! Who's the best contender now?","listText":"No Brazil! Who's the best contender now?","text":"No Brazil! Who's the best contender now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929683565","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261215020544240,"gmtCreate":1704783562452,"gmtModify":1704783566663,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Still got some coins left, let's see how far we can get","listText":"Still got some coins left, let's see how far we can get","text":"Still got some coins left, let's see how far we can get","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261215020544240","isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190054483410976,"gmtCreate":1687425719978,"gmtModify":1687425724344,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Not too many days left now, gonna be a rush to claim my $2 ;)","listText":"Not too many days left now, gonna be a rush to claim my $2 ;)","text":"Not too many days left now, gonna be a rush to claim my $2 ;)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190054483410976","isVote":1,"tweetType":1,"viewCount":2727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}