{
  "generatedAt": "2026-10-22T03:46:57Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "broadcom",
  "name": "Broadcom",
  "ticker": "AVGO",
  "url": "https://deepstack.ltd/companies/broadcom/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/broadcom.json",
  "summary": "Broadcom is named in 2 Parts of The Buildout, most recently Part 16: The Seller Holds the Paper.",
  "parts": [
    {
      "part": 1,
      "headline": "Nvidia’s Demand Is Real. Its Financing Is Fragile.",
      "url": "https://deepstack.ltd/stories/nvidias-demand-insatiable-or-manufactured/"
    },
    {
      "part": 16,
      "headline": "The Seller Holds the Paper",
      "url": "https://deepstack.ltd/stories/the-seller-holds-the-paper/"
    }
  ],
  "numbers": [
    {
      "value": "20GW",
      "label": "Broadcom compute",
      "context": "Broadcom-designed capacity promised through 2028; Invest In Assets",
      "part": 1,
      "url": "https://deepstack.ltd/stories/nvidias-demand-insatiable-or-manufactured/"
    }
  ],
  "mentions": [
    {
      "part": 1,
      "section": "Backlog or bottleneck",
      "excerpt": "Through Broadcom, it points to $30 billion of AI semiconductor orders booked in one quarter against $10.8 billion shipped.",
      "url": "https://deepstack.ltd/stories/nvidias-demand-insatiable-or-manufactured/"
    },
    {
      "part": 1,
      "section": "Long the chips, short the returns",
      "excerpt": "If Google is willing to pay roughly double, if Broadcom’s orders exceed shipments by a wide margin, and if customer-wide visibility lasts a year, then scarcity is not a financing mirage.",
      "url": "https://deepstack.ltd/stories/nvidias-demand-insatiable-or-manufactured/"
    },
    {
      "part": 16,
      "section": "The financed share",
      "excerpt": "Broadcom's 10-Q for the quarter to May 3, 2026 reports under Other Information that on June 8 it arranged for Apollo, which it calls its investor partner, to take over agreements to buy AI racks, and the related leases, with a customer it does not name, and backstopped that customer's lease payments over five years up to $29 billion.",
      "url": "https://deepstack.ltd/stories/the-seller-holds-the-paper/"
    },
    {
      "part": 16,
      "section": "The loan is a bridge",
      "excerpt": "Apollo, one of the firms Tang named, is also the investor partner Broadcom names in its June 8 arrangement, with Broadcom's $29 billion backstop beneath the customer's leases.",
      "url": "https://deepstack.ltd/stories/the-seller-holds-the-paper/"
    },
    {
      "part": 16,
      "section": "Two labs carry the chain",
      "excerpt": "Beside Broadcom's $42 billion note facility, which Reuters ties to Anthropic, DeepStack reads that as an investor's backlog holding the lab's chip contracts while the chips' co-designer lends the lab money to lease them.",
      "url": "https://deepstack.ltd/stories/the-seller-holds-the-paper/"
    }
  ],
  "sides": [
    {
      "part": 10,
      "question": "who-writes-the-checks",
      "side": "everyone-soon",
      "sideLabel": "Everyone, soon",
      "claim": "Broadcom and Nvidia can both be winners because ASICs that Broadcom helps hyperscalers and AI labs build are complementary to Nvidia's GPUs rather than competitors, contrary to the framing on social media.",
      "date": "2026-09-16",
      "url": "https://www.potentialmultibaggers.com/p/best-buys-now-september-2026",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/",
      "sidesUrl": "https://deepstack.ltd/sides/the-bubble-is-in-the-denominator/"
    }
  ],
  "coverage": null,
  "lastUpdated": "2026-10-22",
  "market": {
    "price": 337.8,
    "change": 3.43,
    "changePercent": 1.0258,
    "marketCap": 1612532168397,
    "pe": 41.9107,
    "nextEarnings": "2026-12-09",
    "exchange": "NASDAQ",
    "currency": "USD",
    "asOf": "2026-10-21T20:00:01.000Z",
    "source": "Financial Modeling Prep",
    "sourceUrl": "https://financialmodelingprep.com",
    "note": "Delayed quotes."
  }
}