ThesisMemo Research
AI revenue grew 221% year over year and management expects another acceleration next quarter, yet the consolidated outlook did not clear the market’s highest expectations.
News
Broadcom (AVGO) rose 1.33% in after-hours trading as investors focused on AI optical interconnects, cable network upgrades, and fiber broadband deployment. AAOI is expanding capacity for 800G and 1.6T transceivers, while CableLabs pushes XGS-PON interoperability.
Deep Dive
Broadcom drops Q2 earnings after the bell on June 3. We run the math on the $73B backlog, the 2027 $100B AI roadmap, and TSMC's capacity ceiling — because tonight the supply-side commentary matters more than the headline number.