#bstockscis @BinanceCIS
AVGOB, AMDB, QCOMB โ three "chip stocks," three completely different growth clocks. ๐ฌ Ran the comparison properly instead of lumping all three together, because that's what most coverage does and it hides more than it reveals.
Broadcom's most recent quarter: $22.2B in revenue, up 48% year-over-year, guiding next quarter to roughly $29.4B โ a 32% quarter-over-quarter jump on the guide alone, driven almost entirely by AI networking and custom silicon demand from six concentrated customers. ๐ AMDB just picked up a fresh $1,250 price target from Baird, reflecting conviction that AMD is closing the inference price-performance gap against Nvidia โ a share-of-a-growing-market thesis, not a replacement thesis. โ๏ธ QCOMB, meanwhile, runs on an entirely different clock: mobile chipset volumes and licensing revenue tied to global handset shipment cycles, seasonal and multi-quarter rather than AI-capex acceleration. ๐ฑ
Line the three growth trajectories up and AVGOB's is steepest by a wide margin right now, AMDB's is accelerating off a smaller base with real analyst conviction behind it, and QCOMB's is comparatively flat โ not because Qualcomm is a worse business, but because it's answering a different demand question entirely. ๐งฎ
If you could only hold one of the three growth stories, which gets the weight โ and does "semiconductor exposure" as a single thesis even make sense anymore given how different these clocks are?
#bStocksCIS @BinanceCIS $AVGOB $AMDB $QCOMB
AVGOB, AMDB, QCOMB โ three "chip stocks," three completely different growth clocks. ๐ฌ Ran the comparison properly instead of lumping all three together, because that's what most coverage does and it hides more than it reveals.
Broadcom's most recent quarter: $22.2B in revenue, up 48% year-over-year, guiding next quarter to roughly $29.4B โ a 32% quarter-over-quarter jump on the guide alone, driven almost entirely by AI networking and custom silicon demand from six concentrated customers. ๐ AMDB just picked up a fresh $1,250 price target from Baird, reflecting conviction that AMD is closing the inference price-performance gap against Nvidia โ a share-of-a-growing-market thesis, not a replacement thesis. โ๏ธ QCOMB, meanwhile, runs on an entirely different clock: mobile chipset volumes and licensing revenue tied to global handset shipment cycles, seasonal and multi-quarter rather than AI-capex acceleration. ๐ฑ
Line the three growth trajectories up and AVGOB's is steepest by a wide margin right now, AMDB's is accelerating off a smaller base with real analyst conviction behind it, and QCOMB's is comparatively flat โ not because Qualcomm is a worse business, but because it's answering a different demand question entirely. ๐งฎ
If you could only hold one of the three growth stories, which gets the weight โ and does "semiconductor exposure" as a single thesis even make sense anymore given how different these clocks are?
#bStocksCIS @BinanceCIS $AVGOB $AMDB $QCOMB
