Yun Jui Tsai @YunRueiTsai: "@YunRueiTsai 🚀 All-time..."

Taiwan

@YunRueiTsai 🚀 All-time high 2026 YTD Return: +57.26% Goal :80% $NSDQ100 YTD:21.7% $SPX500 YTD:11.18% AVGO earnings preview — key numbers only. Market expectation: Revenue: around $22B Revenue growth: about +47% YoY Adjusted EPS: around $2.39 Implied earnings move: around ±9% Company guidance: Q2 AI semiconductor revenue: $10.7B Q2 revenue: $22B Adjusted EBITDA margin: around 68% Last quarter: Total revenue: $19.3B AI revenue: $8.4B AI revenue growth: +106% YoY Adjusted EBITDA: $13.1B Adjusted EBITDA margin: 68% Free cash flow: $8.0B Free cash flow margin: about 41% Peer benchmark: NVDA data center revenue: $75.2B, +92% YoY AVGO Q1 AI revenue: $8.4B AVGO Q2 AI revenue guidance: $10.7B AMD data center revenue: $5.8B, +57% YoY MRVL data center revenue: about $1.8B MRVL impact: MRVL surged after Nvidia CEO Jensen Huang highlighted its AI infrastructure potential. This matters for AVGO because it raises market attention on: Custom AI chips AI networking Optical communication Silicon photonics Data center interconnect But it also raises the bar for AVGO earnings. What I think CEO / management will be judged on: AI revenue Can AI semiconductor revenue beat the $10.7B guidance? Customer demand Are hyperscaler custom AI chip orders expanding? Networking Is AI networking still accelerating? Optical communication Is optical networking becoming a larger growth driver? Margin Can adjusted EBITDA margin stay around 68% or improve? Guidance Does management guide above current expectations? Customer concentration Is growth still concentrated in a few large cloud customers, or broadening? Token economics Are custom AI chips helping customers improve inference cost and token generation efficiency? My key checkpoint: Revenue growth alone is not enough. The stronger signal would be: AI revenue above $10.7B Margin staying near or above 68% Stronger forward guidance More detail on custom chips, networking, and optical communication Risk: Expectations are already high after MRVL’s move. If AVGO only meets expectations without stronger guidance or margin improvement, the stock may still be volatile.AVGO earnings preview — key numbers only. Market expectation: Revenue: around $22B Revenue growth: about +47% YoY Adjusted EPS: around $2.39 Implied earnings move: around ±9% Company guidance: Q2 AI semiconductor revenue: $10.7B Q2 revenue: $22B Adjusted EBITDA margin: around 68% Last quarter: Total revenue: $19.3B AI revenue: $8.4B AI revenue growth: +106% YoY Adjusted EBITDA: $13.1B Adjusted EBITDA margin: 68% Free cash flow: $8.0B Free cash flow margin: about 41% Peer benchmark: NVDA data center revenue: $75.2B, +92% YoY AVGO Q1 AI revenue: $8.4B AVGO Q2 AI revenue guidance: $10.7B AMD data center revenue: $5.8B, +57% YoY MRVL data center revenue: about $1.8B MRVL impact: MRVL surged after Nvidia CEO Jensen Huang highlighted its AI infrastructure potential. This matters for AVGO because it raises market attention on: Custom AI chips AI networking Optical communication Silicon photonics Data center interconnect But it also raises the bar for AVGO earnings. What I think CEO / management will be judged on: AI revenue Can AI semiconductor revenue beat the $10.7B guidance? Customer demand Are hyperscaler custom AI chip orders expanding? Networking Is AI networking still accelerating? Optical communication Is optical networking becoming a larger growth driver? Margin Can adjusted EBITDA margin stay around 68% or improve? Guidance Does management guide above current expectations? Customer concentration Is growth still concentrated in a few large cloud customers, or broadening? Token economics Are custom AI chips helping customers improve inference cost and token generation efficiency? My key checkpoint: Revenue growth alone is not enough. The stronger signal would be: AI revenue above $10.7B Margin staying near or above 68% Stronger forward guidance More detail on custom chips, networking, and optical communication Risk: Expectations are already high after MRVL’s move. If AVGO only meets expectations without stronger guidance or margin improvement, the stock may still be volatile. Who will be the king of optical communication / AI networking? $MRVL (Marvell Technology Group Ltd) $NVDA (NVIDIA Corporation) $LITE (Lumentum Holdings Inc) $AAOI (Applied Optoelectronics Inc) $COHR (Coherent Corp) $GLW (Corning Inc)

Not investment advice. The author may have financial interests in the mentioned instruments.

AVGO custom chips + networking

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MRVL / optical supply

100.00%