$Broadcom(AVGO)$  Almost every mega-cap is now burning cash on the AI buildout, and Broadcom is the standout exception.

Amazon, Alphabet and Meta each spent more on capex than they generated from operations. Broadcom, meanwhile, posted record free cash flow of $13.7B, up 95% year over year.

Hyperscalers are scaling custom ASICs alongside expensive GPUs, and Broadcom is the one converting that shift into cash.

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  • pete13
    ·30 minutes ago
    Does it brood well for AVGO then?
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