PXDAILY PXS
Edge Compute & Control SiliconConnectivity, RF & Positioning

Research snapshot · 6/15/26

AVGOBroadcom

GAA and backside power delivery | 800G and 1.6T optical interconnect

Open AVGO in Robinhood ↗
HOLD
Conviction●●●●○4 of 5
Research target550Snapshot target
Thesis statusINTACTLast reviewed 6/15/26
Market cap1.87TSnapshot value
The thesis

AI compute -> networking silicon bottleneck

Catalysts

AI networking upgrade cycle; VMware cross-sell; custom ASIC design wins

What breaks it

Loss of major hyperscaler ASIC design win

Social sentiment

n/a

Snapshot · 6/15/26
Smart money

🟢 Lean-Bull · ins-$3.1M · 13F 15+/10- · short↑0.24

Snapshot · 6/15/26