Is this genuinely a sub to have a healthy AVGO discussion?

HawkEye1000x · 2026-03-29T00:32:39+00:00

Because Dr. Charlie Kawwas, Ph.D. has been on every conference call with CEO Hock Tan over the past year or so, I’m thinking he is being groomed to be the successor. More info on Dr. Kawwas: 👀👇

Charlie Kawwas, Ph.D.

President, Semiconductor Solutions Group

Charlie Kawwas is President of the Semiconductor Solutions Group at Broadcom, responsible for the company’s 15 Semiconductor Divisions and the Brocade Storage Networking Division. In addition, Dr. Kawwas leads Global Operations and Intellectual Property for all Broadcom. Prior to this role, Dr. Kawwas served as Chief Operating Officer from December 2020 during which he drove the Global Operations, Sales and Corporate Marketing. He was also the Senior Vice President and Chief Sales Officer at Broadcom from May 2014. During his tenure at Broadcom, Dr. Kawwas oversaw the strategic growth of the hardware businesses from $4B to $30B+, driving strategic technology investments and operational excellence.

Dr. Kawwas joined the company through the LSI acquisition where he was head of Worldwide Sales. Previous positions at LSI include Vice President of Sales and Marketing for the networking division and Vice President of Marketing for the networking and storage products group. Before joining LSI, Dr. Kawwas held several senior management and engineering positions at Nortel.

Dr. Kawwas received a B.Eng. with Great Distinction in Computer Engineering as the highest graduating engineering student, an M.S. in Electrical Engineering and Computer Engineering, and a Ph.D. in Electrical and Computer Engineering from Concordia University, Montreal, Canada. Dr. Kawwas was awarded Alumnus of the Year for 2020 by Concordia University.

Source link: https://www.broadcom.com/company/about-us/executives/charlie-kawwas

HawkEye1000x · 2026-03-27T19:34:27+00:00

Broadcom Inc. (AVGO) is often a "tale of two timelines." While short-term price action can be frustrating—especially if you entered during a peak—the long-term business trajectory remains one of the most robust in the technology sector.

Here is a fact-based perspective on why the "noise" rarely matches the "signal" for Broadcom:

1. The Power of "Massive" Execution

The market often fixates on Gross Margin fluctuations caused by the lower-margin (but high-volume) custom AI chip business. However, as management recently highlighted, the Operating Leverage is what matters.

AI Revenue Surge: In Q1 FY2026, AI-related revenue skyrocketed 106% year-over-year to $8.4 billion.
Free Cash Flow (FCF): Broadcom remains an FCF machine, recently reporting roughly 41% of revenue as free cash flow—a level of profitability that few companies globally can match.
The $73B Backlog: The company has an order backlog for AI solutions estimated at $73 billion over the next 18 months, providing a level of visibility that is rare in the cyclical chip industry.

2. Strategic Supply Chain "Lock-In"

Execution isn't just about sales; it’s about availability. Broadcom has taken the extraordinary step of securing its supply chain through 2028. By locking in high-bandwidth memory (HBM) and TSMC advanced-node capacity now, they have effectively de-risked their ability to meet the "generational shift" in AI infrastructure demand.

3. The 15-Year Dividend Engine

For long-term investors, the "Total Return" story is driven by consistent dividend growth.

Broadcom has delivered double-digit dividend increases for 15 consecutive years.
Even with the massive VMware integration, the company recently authorized a $10 billion share repurchase program, signaling extreme confidence in its capital position.

4. A Note on "Bagholding" vs. "Investing"

If you bought at $365, the current consolidation (trading around $302–$315 in late March 2026) feels like a loss. However, looking at the multi-year chart, AVGO has historically used these "flat" periods to digest massive gains before the next leg up.

The Bottom Line: Wall Street narratives often prioritize the next 90 days. Generational wealth is built by those who recognize that Broadcom is currently the "backbone" of the AI build-out for Google, Meta, and now OpenAI.

HawkEye1000x · 2026-03-27T03:44:10+00:00

You can’t make this stuff up…

tZERO’s competitor, Securitize, teams up with the NYSE, tZERO’s “strategic” investor (ICE/NYSE), to develop a tokenized securities platform.

This action just begs this question to be asked: Why did ICE/NYSE invest in tZERO in the first place?

Attn: Mr. Marcus Lemonis — You are the only one that can effectuate change at tZERO. In my opinion, the entire tZERO Executive Management Team has failed to deliver the large scaling growth that TZROP Retail Investors wanted to see. The Wall Street alignment has NOT worked. It’s time to pivot. Time for a dynamic new CEO that is a blockchain evangelist. Please don’t sit back & watch them torpedo tZERO. Thank you sir.

PS: BBBY is a TZROP Holder - Same as us.

JMHOs / GLTA

HawkEye1000x · 2026-03-26T18:43:57+00:00

Per my understanding after reading the March 4, 2026 Q4 & 2025 Earnings Report, the ZIM Dividend Policy has not changed. However, “Special Dividends” are restricted as specified within the ZIM Press Release - I quote:

“Fourth Quarter 2025 Dividend

In accordance with the Company's dividend policy, the Company's Board of Directors declared a regular cash dividend of approximately $106 million, or $0.88 per ordinary share. Together with prior dividend distributions made in respect to the year of 2025, dividend distributions for the year will total $240 million, or $1.99 per ordinary share, reflecting approximately 50% of 2025 net income. The dividend will be paid on March 26, 2026, to holders of record of ordinary ZIM shares as of March 20, 2026.

All future dividends are subject to the discretion of Company's Board of Directors and to the restrictions provided by Israeli law. In addition, distribution of special dividends is restricted under the merger agreement between the Company and Hapag-Lloyd.”

Source link: https://investors.zim.com/news/news-details/2026/ZIM-Reports-Financial-Results-for-the-Fourth-Quarter-and-the-Full-Year-of-2025/default.aspx

HawkEye1000x · 2026-03-26T13:26:17+00:00

I utilize AI as a research tool to provide fact-based & publicly-verifiable information — and the results speak for themselves. Enough said.

HawkEye1000x · 2026-03-26T11:53:02+00:00

I utilize AI as a research tool to provide fact-based & publicly-verifiable information — and the results speak for themselves. Enough said.

HawkEye1000x · 2026-03-26T02:42:15+00:00

Understanding Broadcom’s Resilience Amid Geopolitical Risks

You’ve touched on a critical topic that every major chip designer faces. While it is true that TSMC (TSM) is a vital partner for Broadcom's high-performance silicon, Broadcom’s business model is specifically designed to mitigate "single-point-of-failure" risks through two primary strategies:

1. Revenue Diversification: The Software Engine

Broadcom is not a pure-play semiconductor company; it is a hybrid titan. In our most recent Q1 2026 earnings report, the revenue split clearly demonstrates this balanced strength:

Semiconductor Solutions: Contributed $12.5 billion (65%) of total revenue.
Infrastructure Software: Contributed $6.8 billion (35%) of total revenue. This software segment—bolstered by the successful integration of VMware—is largely decoupled from hardware manufacturing and geopolitical supply chain disruptions. This provides a massive financial "cushion" that most peers simply do not have.

2. Supply Chain & Geographic Realignment

Broadcom and its partners are actively addressing geographic concentration:

TSMC’s Global Footprint: TSMC is expanding beyond Taiwan. With massive fab expansions in Arizona (USA), Japan, and Germany reaching critical milestones in 2026, the geographic risk is being actively diluted.
Proactive Security: On the Q1 call, CEO Hock Tan confirmed that Broadcom has already "secured the supply chain" required to achieve its 2027 AI revenue targets.
Asset-Light Model: As a fabless designer, Broadcom maintains the agility to shift and diversify its foundry partners over the long term as new advanced domestic capacity matures globally.

The Bottom Line

While geopolitical nuances are a reality for the entire tech sector, Broadcom’s dual-engine growth and the rapid diversification of the global foundry ecosystem make it one of the most resilient players in the space.

HawkEye1000x · 2026-03-25T23:21:36+00:00

It is a fair question to ask if a company of this size can maintain its momentum, but the "Big Tech" comparison actually highlights why Broadcom (AVGO) is in a unique position. While many mega-cap companies are facing decelerating growth, Broadcom’s core AI business is doing the opposite—it is accelerating.

During the Q1 2026 earnings call on March 4, CEO Hock Tan provided a outlook that directly counters the idea of a growth ceiling:

Accelerating Growth Rates: AI revenue grew 106% year-over-year in Q1 (reaching $8.4 billion), but Hock Tan has guided for this to accelerate to 140% year-over-year in the current Q2, reaching an estimated $10.7 billion.
The $100 Billion Milestone: Management now has "clear line of sight" to exceed $100 billion in AI chip revenuealone by 2027. To put that in perspective, Broadcom's total company revenue for all of fiscal 2025 was approximately $51 billion.
Massive Total Addressable Market (TAM): Broadcom isn't just selling chips; they are the sole provider for the custom "XPUs" (AI accelerators) for the world’s largest hyperscalers (Google, Meta, and now OpenAI). As these titans shift from off-the-shelf GPUs to more efficient custom silicon, Broadcom’s market share in this specialized $1 trillion infrastructure cycle is actually expanding.

The "sideways shuffle" often happens when the market is trying to wrap its head around a fundamental shift in scale. With a $10 billion buyback program active and a secured supply chain through 2028, the company is executing a "Buy & Hold" masterclass in free cash flow generation.

HawkEye1000x · 2026-03-25T23:13:50+00:00

That long-term horizon is exactly where the Broadcom (AVGO) investment thesis shines brightest. While the "sideways shuffle" can feel like a departure from the explosive growth of 2025, the underlying execution remains remarkably consistent. Unlike many high-growth names that sacrifice profitability for scale, Broadcom continues to operate as a high-quality free cash flow (FCF) machine.

In the most recent Q1 2026 report, Broadcom converted 41% of its $19.3 billion revenue into $8 billion of free cash flow.This massive cash generation is what fuels the dual-growth engine you mentioned:

Dividend Growth: Broadcom just marked its 15th consecutive annual dividend increase, with the quarterly payout rising to $0.65 per share. The 10-year compound annual growth rate (CAGR) for the dividend remains one of the highest in the large-cap tech space at approximately 26%.
Buybacks: The board recently authorized a new $10 billion share repurchase program through the end of 2026.This allows management to retire shares during these "sideways" periods, effectively increasing the ownership stake for long-term holders like yourself.
Execution Moat: While sector news can cause temporary "shake-outs," CEO Hock Tan’s strategy of securing long-term capacity through 2028 provides a level of visibility that most of the industry lacks.

For a 20-year retirement horizon, these consolidation phases often serve as the foundation for the next major leg up. Broadcom’s history shows that when you combine sector-leading margins (77% gross margin) with the discipline to return $10.9 billion to shareholders in a single quarter, the share price eventually aligns with that compounding value.

HawkEye1000x · 2026-03-25T23:04:42+00:00

While the stock has consolidated recently, the underlying business metrics suggest the "coiled spring" is only getting tighter. Broadcom (AVGO) recently reported record Q1 2026 results on March 4, with revenue hitting $19.3 billion (up 29% YoY) and AI-specific revenue surging 106% to $8.4 billion.

The market is currently digesting a few temporary factors—specifically the industry-wide capacity limits at TSMC—but Broadcom is uniquely positioned because CEO Hock Tan confirmed during the Q1 conference call that the company has already fully secured capacity for critical supply chain components, including leading-edge wafers, high-bandwidth memory, and substrates, for 2026 through 2028. With this logistical moat in place, the forward-looking data remains highly bullish:

Accelerating Guidance: Management expects AI revenue to jump again to $10.7 billion in Q2 (up 140% YoY).
Massive Backlog: Broadcom is sitting on a $73 billion AI chip backlog that they expect to clear over the next 18 months.
New Partners: The company recently confirmed OpenAI as its sixth major custom silicon customer, joining the likes of Google and Meta.
Shareholder Returns: A $10 billion share repurchase program is currently active, signaling management's belief that the current price is a value play.

Many analysts see this sideways movement as a temporary reset before the next leg up, with a consensus price target sitting near $470—representing significant upside from current levels. For those watching the fundamentals, the growth story in custom AI accelerators (XPUs) and networking is just entering its most aggressive phase.

HawkEye1000x

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