Broadcom Inc (AVGO) — Quality & forensics

Long reads

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

101 and glossary

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

Dailies

• Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the NasdaqMorning 10 · 7 Oct 2026Power and custom chips were bought: Constellation Energy +12.2% after a long power deal with Google, Marvell +5.8% after its investor day, Broadcom +3.7%, AMD +2.8% to a record.
• Nasdaq — record close at 27,477 while the chip funds sit 5–15% below their June peaksMorning 10 · 6 Oct 2026The chip makers as a group have not followed: the semiconductor index SOX is still 10.0% below its 22 June record, the equal-weight chip fund XSD 15.0% below its June high, Micron 12.3% and Broadcom 24.7% below theirs.
• S&P 500 — record high as Marvell jumps 7.6% on its investor day; chip-machine makers slideMidday 10 · 6 Oct 2026The custom-chip and networking names lead: Astera Labs +8.2%, Credo +5.0%, Broadcom +4.4%, AMD +3.9% to a record, Nvidia +1.2% to another.
• Jobs-day rally fades — weak payrolls lift stocks at the open, then yields turn up and the Dow goes flatMidday 10 · 2 Oct 2026Chips lead: chip funds SOXX +2.4% and SMH +2.00%, AMD +2.83%, Broadcom +2.32%, Nvidia +1.52%; optics Coherent +4.02%, Lumentum +3.16%; Oracle +2.38%; software fund IGV flat (+0.14%)
• AI comeback — Accenture +18%, Synopsys +8%, optics +9% while all three US indices slipMidday 10 · 1 Oct 2026AI hardware suppliers jump: Coherent $316.10 (+9.83%), Lumentum $1,057.23 (+8.85%); Arista +0.35%, Nvidia +0.35%, Broadcom −1.24%; in Tokyo, Lasertec +11.14% and Advantest +9.78%
• Bonds — TLT closes at a one-year low but holds 78; oil slides on a reserve release, Micron reports tonightMorning 10 · 30 Sept 2026ASML closed at 1,834.39 (+3.56%), Arm at 293.67 (+3.65%), Oracle at 137.79 (+3.91%), Broadcom +1.58%, Micron +1.05% to 1,065.08 the day before its results.
• Fair Isaac — sinks 29% as Washington opens mortgages to VantageScore; long-bond fund breaks 78Midday 10 · 29 Sept 2026Chips bounce after Monday's drop: Arm $297.74 (+5.08%), Oracle $138.91 (+4.76%), Marvell $262.22 (+4.10%), ASML $1,818.93 (+2.68%), Broadcom $357.53 (+2.28%); chip fund SOXX +1.56%, Micron +1.03% a day before its results
• Memory — Samsung and SK Hynix drop 4% as Seoul reopens, storage follows; Nasdaq futures slipMorning 10 · 28 Sept 2026Nvidia rose only 1.26% and Broadcom fell 1.34%.