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MadAndy

The AFK Wizard.

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- MadAndyMadAndy
  ·02-26 12:03
  why 52?
  @zubee：
  If you treat $Micron Technology(MU)$ as a commodity and cyclical business, the share price calculation is 52 times 13.5, equalling 702. If you treat $Micron Technology(MU)$ as an AI chip maker, the share price calculation is 52 times 25, which is 1,300. Either way, and I have used a conservative PE in both approaches, the current price represents a significant discount to forward earnings. My rating is a strong buy.
  If you treat $Micron Technology(MU)$ as a commodity and cyclical business, the share price calculation is 52 times 13.5, equalling 702. If you treat $Micron Technology(MU)$ as an AI chip maker, the share price calculation is 52 times 25, which is 1,300. Either way, and I have used a conservative PE in both approaches, the current price represents a significant discount to forward earnings. My rating is a strong buy.
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- MadAndyMadAndy
  ·2025-05-26
  One thing this article misses: Broadcom's VMWare customers now HATE broadcom because they've been jacking up the prices and squeezing as hard as they can. Will the pain of switching to another provider outweigh the dollar cost? Time will tell...
  Broadcom's Quiet AI Revolution Begins
  In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom's valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.
  Broadcom's Quiet AI Revolution Begins
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- MadAndyMadAndy
  ·2024-01-09
  Still got some coins left, let's see how far we can get
  3.36K Comment
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- MadAndyMadAndy
  ·2024-01-03
  Welcome to the new year everyone! Buy the dip or let it sit?
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- MadAndyMadAndy
  ·2023-11-04
  Let's see if we can get a new record
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- MadAndyMadAndy
  ·2023-11-03
  Wow, the market has really gotten the Halloween vibe this year!
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- MadAndyMadAndy
  ·2023-11-02
  I'm not fast enough! Need more practice...
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- MadAndyMadAndy
  ·2023-11-01
  Halloween is over here, we ran out of candy as usual!
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- MadAndyMadAndy
  ·2023-10-30
  Let's see how this one goes!
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- MadAndyMadAndy
  ·2023-06-22
  Not too many days left now, gonna be a rush to claim my $2 ;)
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52?","listText":"why 52?","text":"why 52?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536818583656048","repostId":"536447605420720","repostType":1,"repost":{"id":536447605420720,"gmtCreate":1771974526000,"gmtModify":1772010946573,"author":{"id":"9000000000000202","authorId":"9000000000000202","name":"zubee","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000202","idStr":"9000000000000202"},"themes":[],"title":"","htmlText":"If you treat <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> as a commodity and cyclical business, the share price calculation is 52 times 13.5, equalling 702. If you treat <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> as an AI chip maker, the share price calculation is 52 times 25, which is 1,300. Either way, and I have used a conservative PE in both approaches, the current price represents a significant discount to forward earnings. My rating is a strong buy.","listText":"If you treat <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> as a commodity and cyclical business, the share price calculation is 52 times 13.5, equalling 702. If you treat <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> as an AI chip maker, the share price calculation is 52 times 25, which is 1,300. Either way, and I have used a conservative PE in both approaches, the current price represents a significant discount to forward earnings. My rating is a strong buy.","text":"If you treat $Micron Technology(MU)$ as a commodity and cyclical business, the share price calculation is 52 times 13.5, equalling 702. If you treat $Micron Technology(MU)$ as an AI chip maker, the share price calculation is 52 times 25, which is 1,300. Either way, and I have used a conservative PE in both approaches, the current price represents a significant discount to forward earnings. My rating is a strong buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536447605420720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439251576102920,"gmtCreate":1748257940406,"gmtModify":1748257944880,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"One thing this article misses: Broadcom's VMWare customers now HATE broadcom because they've been jacking up the prices and squeezing as hard as they can. Will the pain of switching to another provider outweigh the dollar cost? Time will tell...","listText":"One thing this article misses: Broadcom's VMWare customers now HATE broadcom because they've been jacking up the prices and squeezing as hard as they can. Will the pain of switching to another provider outweigh the dollar cost? Time will tell...","text":"One thing this article misses: Broadcom's VMWare customers now HATE broadcom because they've been jacking up the prices and squeezing as hard as they can. Will the pain of switching to another provider outweigh the dollar cost? Time will tell...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439251576102920","repostId":"2537977131","repostType":4,"repost":{"id":"2537977131","kind":"highlight","weMediaInfo":{"introduction":"Your One-Stop Financial Markets Platform","home_visible":1,"media_name":"TradingKey","id":"1041236214","head_image":"https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb"},"pubTimestamp":1748254899,"share":"https://ttm.financial/m/news/2537977131?lang=en_US&edition=fundamental","pubTime":"2025-05-26 18:21","market":"us","language":"en","title":"Broadcom's Quiet AI Revolution Begins","url":"https://stock-news.laohu8.com/highlight/detail?id=2537977131","media":"TradingKey","summary":"In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom's valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.","content":"<html><head></head><body><ul style=\"\"><li><p>Subscription and services revenue more than doubled YoY, now exceeding 41% of total revenue, boosting margin visibility.</p></li><li><p>Cloud and AI infrastructure growth, with VMware integration, supports EBITDA margins in the mid-50% range and capital returns.</p></li><li><p>Shares trade at 34.47x forward P/E; valuation re-rating of 15–20% possible as cross-sell synergies and software leverage scale.</p></li></ul><p><strong>TradingKey - </strong>Over the past year, Broadcom (AVGO) has engineered in silence one of the most intriguing turnarounds in the semiconductor sector, transforming itself from a component supplier to a vertically integrated AI infrastructure and private cloud software platform. Although consensus commentary still centers on Broadcom&#39;s chip sales to hyperscalers, the true story is deeper: the buyout of VMware in late 2023 has made Broadcom a software-driven cash compounding play with embedded exposure to enterprise IT transition and edge AI.</p><p>Investors seem to be underestimating the operating leverage embedded in this hybrid model, particularly as VMware&#39;s subscription conversion takes off. In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom&#39;s valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.</p><h2 id=\"id_3715793397\">Silicon meets Software: A Scalable, Low-Capital Platform</h2><p>Its business model today is built on two-pronged pillars: high-margin semiconductor leadership and sticky infrastructure software monetization. Its semiconductor business continues to generate most of the revenue, driving AI networking, data center storage, wireless communications, and broadband. Products range from cutting-edge CMOS-based processors to specialized analog devices such as FBAR filters and lasers for hyperscale optics. Broadcom stands out by being able to concentrate on integration, customization, and performance-per-watt benefits, attributes becoming ever-more precious in AI hardware stacks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/682729e01a90619b7f55a592fa4576ad\" tg-width=\"624\" tg-height=\"351\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>But the true structural change is in the software business. Post-VMware deal, Broadcom has a full-stack family of private cloud, mainframe, cybersecurity, and AI workload management software. VMware Cloud Foundation provides license portability and hybrid-cloud orchestration, while Private AI solutions enable data-residency-savvy enterprises to run LLMs behind their firewall. This model delivers predictability through enterprise-wide license contracts, minimizes customer churn, and widens the gross margin profile.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f8c850b09095fb6d844cf172a241f41\" tg-width=\"624\" tg-height=\"279\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>The integration between Broadcom&#39;s hardware and software divisions is in providing end-to-end enterprise compute solutions, clients can get both the networking silicon and orchestration stack from one supplier. Not only does the vertically integrated stack provide efficiencies of scale but also embeds Broadcom deeply into mission-critical workloads and diminishes the risk of disintermediation from hyperscaler custom silicon.</p><h2 id=\"id_2831618745\">Holding the Line: Competitive Advantage in an Arms Race World</h2><p>Broadcom has its competitive landscape divided. In semiconductors, it is under heavy pressure from Nvidia in accelerators for AI, Marvell in networking, and AMD in CPUs and inferencing. Broadcom&#39;s differentiation is in networking silicon, namely custom ASICs and high-end switch silicon, essential for movement of data in sprawling AI clusters. These are now mission-critical in hyperscale deployments such as internal networks at top clouds.</p><p>On the software front, it faces competition from Red Hat, Nutanix, and Microsoft Azure Stack. Nonetheless, its deep interest in enterprise-grade private-cloud security and virtualization shields it from price competition in public cloud offerings. Its VMware Cloud Foundation suite also has the benefit of single-cloud to multi-cloud portability of licenses, an exclusive competitive edge allowing customers to migrate effortlessly between on-prem and multi-cloud environments.</p><p>Broadcom&#39;s customer relationships are deeply entrenched. Years of co-development and integration in the ecosystem are supported by Broadcom&#39;s largest five customers who bring in much of its revenue. Broadcom further embeds itself through long-term subscription contracts and private AI infrastructure. This provides it with structural advantage against competitors with either pure-play hardware or software ambition.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da9c97e20bdbf6c2c27fdd5e4826f512\" tg-width=\"624\" tg-height=\"312\"/></p><p>Source: Markets and Markets</p><h2 id=\"id_2538741701\">Growth Engines Are Firing, But Cost Discipline Remains the Defining Narrative</h2><p>The foundation of Broadcom&#39;s growth story today lies in four secular winds: hyperscaler AI networking buildouts, private cloud modernization, software subscription migration, and generative AI infrastructure. In FY2025 Q1, Broadcom saw normalized EPS of $1.60, 6.1% above consensus estimates, its eighth consecutive beat with no misses in the last 12 quarters. Revenue of $14.92 billion also beat estimates despite macro headwinds.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faf3ea182a92943d9bb3db284442178a\" tg-width=\"624\" tg-height=\"444\"/></p><p>Source: Nasdaq</p><p>To forward to Q2, the Street predicts $1.57 EPS and $14.98 billion in revenue. In the last 90 days, 32 of its EPS estimates have been upward revised compared to only one downward revision and has a Revisions Grade of A-. Sentiment continues to be more bullish. Fiscal 2025 EPS is projected at $6.63, representing 36% year-over-year growth, with annual revenue estimated at $62.6 billion. Notably, Broadcom&#39;s subscription and services revenue has grown more than two times year on year and now represents more than 41% of total revenue.</p><p>Operationally, Broadcom has an extremely lean model, outsource low-margin manufacturing functions to third-parties while keeping proprietary fabs for high-end chips such as FBAR filters and lasers. Capex is light on a relative basis compared to hyperscale peers, allowing for dividends, buybacks, and deleveraging after the VMware deal.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae7309ba45597de71a889153705375ad\" tg-width=\"624\" tg-height=\"261\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>The cost structure is disciplined with R&amp;D concentrated on high-return initiatives and SG&amp;A rationalized in both segments. Broadcom&#39;s EBITDA margins remain in the mid-50s as it benefits from platform leverage and pricing strength. This combination of margin stability with top-line growth renders Broadcom fundamentally distinct from fabless counterparts who depend on volume and ASP cycles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/305574e511e6cbb3ed7fb8e0bc9bfbf6\" tg-width=\"624\" tg-height=\"439\"/></p><p>Source: BullFincher</p><h2 id=\"id_4264021378\">Valuation tug-of-war: platform optionality versus market scepticism</h2><p>In spite of steady performance and higher estimate upgrades, Broadcom&#39;s valuation betrays underlying doubt. The stock has a price of 34.47 times forward earnings per share and 17.17 times forward sales, both well higher than sector means. Its forward EV/Sales multiple of 18.26x puts Broadcom in the highest decile of its peer.</p><p>However, such multiples have to be viewed in the context of structural reinvention. Broadcom&#39;s software margins, stickiness, and contractually ensured revenue via VMware add to an entirely other risk-return profile. The annual EPS is estimated to increase to $14.50 by 2029, reflecting an implied CAGR of about 17% from 2025 with year-on-year growth gaining momentum after 2027 as cross-sell opportunities from VMware accumulate.</p><p>Peer comparison implies Broadcom&#39;s premium valuation can be justified. For example, Nvidia has higher forward multiple despite higher CapEx intensity and lower software contribution. However, Marvell and AMD have comparable AI exposure but endure higher cyclical exposure and lower operating leverage. Should Broadcom&#39;s software integration continue to drive higher margins and sticky ARR, its fair value multiple can rerate towards 38x P/E and 19–20x EV/EBITDA, suggesting 15–20% uplift in valuation in the coming 12–18 months.</p><h2 id=\"id_530663149\">Risks: Customer Concentration, Integration Overhang, and Margin Compression</h2><p>Although Broadcom&#39;s fundamentals seem strong, there are some concerns. One is customer concentration, since much of the annual revenue is derived from just a few hyperscaler customers. This leaves Broadcom exposed to contract renegotiations, volume fluctuation, or disintermediation risk if these customers ramp up their internal chip development. Second, the integration of VMware, strategically well-designed as it is, still has some operational and cultural complexity. The divesting of end-user computing and integrating the legacy stack of VMware into Broadcom&#39;s lean operating model has the potential to cause near-term client churn or implementation delays.</p><p>Most importantly, valuation compression may be quicker if capital expenditures on AI continue to slow due to macro factors or if regulatory pressures related to enterprise software and stack consolidation alter buyer behavior. Broadcom&#39;s high premium multiples also have little margin for error in the midst of the transition to a recurring-revenue-driven model.</p><h2 id=\"id_2410317531\">Conclusion: Broadcom&#39;s AI-Powered Re-rating has Just Started</h2><p>Broadcom is not just a semiconductor company anymore, it&#39;s becoming a full-stack, infrastructure-first hybrid platform with AI embedded, sovereign cloud, and virtualization on top. Its consistent earnings, capital deployment discipline, and software leverage are generating a flywheel effect that the market might be discounting. With Q2 2025 earnings scheduled to confirm the same again, Broadcom presents asymmetric upside, if the story of its VMware synergies and private AI approach catches on.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Broadcom's Quiet AI Revolution Begins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBroadcom's Quiet AI Revolution Begins\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041236214\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey </p>\n<p class=\"h-time\">2025-05-26 18:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Subscription and services revenue more than doubled YoY, now exceeding 41% of total revenue, boosting margin visibility.</p></li><li><p>Cloud and AI infrastructure growth, with VMware integration, supports EBITDA margins in the mid-50% range and capital returns.</p></li><li><p>Shares trade at 34.47x forward P/E; valuation re-rating of 15–20% possible as cross-sell synergies and software leverage scale.</p></li></ul><p><strong>TradingKey - </strong>Over the past year, Broadcom (AVGO) has engineered in silence one of the most intriguing turnarounds in the semiconductor sector, transforming itself from a component supplier to a vertically integrated AI infrastructure and private cloud software platform. Although consensus commentary still centers on Broadcom&#39;s chip sales to hyperscalers, the true story is deeper: the buyout of VMware in late 2023 has made Broadcom a software-driven cash compounding play with embedded exposure to enterprise IT transition and edge AI.</p><p>Investors seem to be underestimating the operating leverage embedded in this hybrid model, particularly as VMware&#39;s subscription conversion takes off. In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom&#39;s valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.</p><h2 id=\"id_3715793397\">Silicon meets Software: A Scalable, Low-Capital Platform</h2><p>Its business model today is built on two-pronged pillars: high-margin semiconductor leadership and sticky infrastructure software monetization. Its semiconductor business continues to generate most of the revenue, driving AI networking, data center storage, wireless communications, and broadband. Products range from cutting-edge CMOS-based processors to specialized analog devices such as FBAR filters and lasers for hyperscale optics. Broadcom stands out by being able to concentrate on integration, customization, and performance-per-watt benefits, attributes becoming ever-more precious in AI hardware stacks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/682729e01a90619b7f55a592fa4576ad\" tg-width=\"624\" tg-height=\"351\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>But the true structural change is in the software business. Post-VMware deal, Broadcom has a full-stack family of private cloud, mainframe, cybersecurity, and AI workload management software. VMware Cloud Foundation provides license portability and hybrid-cloud orchestration, while Private AI solutions enable data-residency-savvy enterprises to run LLMs behind their firewall. This model delivers predictability through enterprise-wide license contracts, minimizes customer churn, and widens the gross margin profile.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f8c850b09095fb6d844cf172a241f41\" tg-width=\"624\" tg-height=\"279\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>The integration between Broadcom&#39;s hardware and software divisions is in providing end-to-end enterprise compute solutions, clients can get both the networking silicon and orchestration stack from one supplier. Not only does the vertically integrated stack provide efficiencies of scale but also embeds Broadcom deeply into mission-critical workloads and diminishes the risk of disintermediation from hyperscaler custom silicon.</p><h2 id=\"id_2831618745\">Holding the Line: Competitive Advantage in an Arms Race World</h2><p>Broadcom has its competitive landscape divided. In semiconductors, it is under heavy pressure from Nvidia in accelerators for AI, Marvell in networking, and AMD in CPUs and inferencing. Broadcom&#39;s differentiation is in networking silicon, namely custom ASICs and high-end switch silicon, essential for movement of data in sprawling AI clusters. These are now mission-critical in hyperscale deployments such as internal networks at top clouds.</p><p>On the software front, it faces competition from Red Hat, Nutanix, and Microsoft Azure Stack. Nonetheless, its deep interest in enterprise-grade private-cloud security and virtualization shields it from price competition in public cloud offerings. Its VMware Cloud Foundation suite also has the benefit of single-cloud to multi-cloud portability of licenses, an exclusive competitive edge allowing customers to migrate effortlessly between on-prem and multi-cloud environments.</p><p>Broadcom&#39;s customer relationships are deeply entrenched. Years of co-development and integration in the ecosystem are supported by Broadcom&#39;s largest five customers who bring in much of its revenue. Broadcom further embeds itself through long-term subscription contracts and private AI infrastructure. This provides it with structural advantage against competitors with either pure-play hardware or software ambition.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da9c97e20bdbf6c2c27fdd5e4826f512\" tg-width=\"624\" tg-height=\"312\"/></p><p>Source: Markets and Markets</p><h2 id=\"id_2538741701\">Growth Engines Are Firing, But Cost Discipline Remains the Defining Narrative</h2><p>The foundation of Broadcom&#39;s growth story today lies in four secular winds: hyperscaler AI networking buildouts, private cloud modernization, software subscription migration, and generative AI infrastructure. In FY2025 Q1, Broadcom saw normalized EPS of $1.60, 6.1% above consensus estimates, its eighth consecutive beat with no misses in the last 12 quarters. Revenue of $14.92 billion also beat estimates despite macro headwinds.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faf3ea182a92943d9bb3db284442178a\" tg-width=\"624\" tg-height=\"444\"/></p><p>Source: Nasdaq</p><p>To forward to Q2, the Street predicts $1.57 EPS and $14.98 billion in revenue. In the last 90 days, 32 of its EPS estimates have been upward revised compared to only one downward revision and has a Revisions Grade of A-. Sentiment continues to be more bullish. Fiscal 2025 EPS is projected at $6.63, representing 36% year-over-year growth, with annual revenue estimated at $62.6 billion. Notably, Broadcom&#39;s subscription and services revenue has grown more than two times year on year and now represents more than 41% of total revenue.</p><p>Operationally, Broadcom has an extremely lean model, outsource low-margin manufacturing functions to third-parties while keeping proprietary fabs for high-end chips such as FBAR filters and lasers. Capex is light on a relative basis compared to hyperscale peers, allowing for dividends, buybacks, and deleveraging after the VMware deal.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae7309ba45597de71a889153705375ad\" tg-width=\"624\" tg-height=\"261\"/></p><p>Source: Broadcom Inc. Company Overview, March 2025</p><p>The cost structure is disciplined with R&amp;D concentrated on high-return initiatives and SG&amp;A rationalized in both segments. Broadcom&#39;s EBITDA margins remain in the mid-50s as it benefits from platform leverage and pricing strength. This combination of margin stability with top-line growth renders Broadcom fundamentally distinct from fabless counterparts who depend on volume and ASP cycles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/305574e511e6cbb3ed7fb8e0bc9bfbf6\" tg-width=\"624\" tg-height=\"439\"/></p><p>Source: BullFincher</p><h2 id=\"id_4264021378\">Valuation tug-of-war: platform optionality versus market scepticism</h2><p>In spite of steady performance and higher estimate upgrades, Broadcom&#39;s valuation betrays underlying doubt. The stock has a price of 34.47 times forward earnings per share and 17.17 times forward sales, both well higher than sector means. Its forward EV/Sales multiple of 18.26x puts Broadcom in the highest decile of its peer.</p><p>However, such multiples have to be viewed in the context of structural reinvention. Broadcom&#39;s software margins, stickiness, and contractually ensured revenue via VMware add to an entirely other risk-return profile. The annual EPS is estimated to increase to $14.50 by 2029, reflecting an implied CAGR of about 17% from 2025 with year-on-year growth gaining momentum after 2027 as cross-sell opportunities from VMware accumulate.</p><p>Peer comparison implies Broadcom&#39;s premium valuation can be justified. For example, Nvidia has higher forward multiple despite higher CapEx intensity and lower software contribution. However, Marvell and AMD have comparable AI exposure but endure higher cyclical exposure and lower operating leverage. Should Broadcom&#39;s software integration continue to drive higher margins and sticky ARR, its fair value multiple can rerate towards 38x P/E and 19–20x EV/EBITDA, suggesting 15–20% uplift in valuation in the coming 12–18 months.</p><h2 id=\"id_530663149\">Risks: Customer Concentration, Integration Overhang, and Margin Compression</h2><p>Although Broadcom&#39;s fundamentals seem strong, there are some concerns. One is customer concentration, since much of the annual revenue is derived from just a few hyperscaler customers. This leaves Broadcom exposed to contract renegotiations, volume fluctuation, or disintermediation risk if these customers ramp up their internal chip development. Second, the integration of VMware, strategically well-designed as it is, still has some operational and cultural complexity. The divesting of end-user computing and integrating the legacy stack of VMware into Broadcom&#39;s lean operating model has the potential to cause near-term client churn or implementation delays.</p><p>Most importantly, valuation compression may be quicker if capital expenditures on AI continue to slow due to macro factors or if regulatory pressures related to enterprise software and stack consolidation alter buyer behavior. Broadcom&#39;s high premium multiples also have little margin for error in the midst of the transition to a recurring-revenue-driven model.</p><h2 id=\"id_2410317531\">Conclusion: Broadcom&#39;s AI-Powered Re-rating has Just Started</h2><p>Broadcom is not just a semiconductor company anymore, it&#39;s becoming a full-stack, infrastructure-first hybrid platform with AI embedded, sovereign cloud, and virtualization on top. Its consistent earnings, capital deployment discipline, and software leverage are generating a flywheel effect that the market might be discounting. With Q2 2025 earnings scheduled to confirm the same again, Broadcom presents asymmetric upside, if the story of its VMware synergies and private AI approach catches on.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4588":"碎股","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","BK4554":"元宇宙及AR概念","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","AVGO":"博通","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD"},"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/250723097-broadcom-quiet-ai-revolution-begins-tradingkey-yiannis-zourmpanos","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2537977131","content_text":"Subscription and services revenue more than doubled YoY, now exceeding 41% of total revenue, boosting margin visibility.Cloud and AI infrastructure growth, with VMware integration, supports EBITDA margins in the mid-50% range and capital returns.Shares trade at 34.47x forward P/E; valuation re-rating of 15–20% possible as cross-sell synergies and software leverage scale.TradingKey - Over the past year, Broadcom (AVGO) has engineered in silence one of the most intriguing turnarounds in the semiconductor sector, transforming itself from a component supplier to a vertically integrated AI infrastructure and private cloud software platform. Although consensus commentary still centers on Broadcom's chip sales to hyperscalers, the true story is deeper: the buyout of VMware in late 2023 has made Broadcom a software-driven cash compounding play with embedded exposure to enterprise IT transition and edge AI.Investors seem to be underestimating the operating leverage embedded in this hybrid model, particularly as VMware's subscription conversion takes off. In anticipation of its upcoming Q2 2025 quarter (reporting date June 5th), Broadcom's valuation suggests doubt, but its history of earnings beats, positive upward EPS revisions, and healthy growth numbers imply more upside is being discounted by the market.Silicon meets Software: A Scalable, Low-Capital PlatformIts business model today is built on two-pronged pillars: high-margin semiconductor leadership and sticky infrastructure software monetization. Its semiconductor business continues to generate most of the revenue, driving AI networking, data center storage, wireless communications, and broadband. Products range from cutting-edge CMOS-based processors to specialized analog devices such as FBAR filters and lasers for hyperscale optics. Broadcom stands out by being able to concentrate on integration, customization, and performance-per-watt benefits, attributes becoming ever-more precious in AI hardware stacks.Source: Broadcom Inc. Company Overview, March 2025But the true structural change is in the software business. Post-VMware deal, Broadcom has a full-stack family of private cloud, mainframe, cybersecurity, and AI workload management software. VMware Cloud Foundation provides license portability and hybrid-cloud orchestration, while Private AI solutions enable data-residency-savvy enterprises to run LLMs behind their firewall. This model delivers predictability through enterprise-wide license contracts, minimizes customer churn, and widens the gross margin profile.Source: Broadcom Inc. Company Overview, March 2025The integration between Broadcom's hardware and software divisions is in providing end-to-end enterprise compute solutions, clients can get both the networking silicon and orchestration stack from one supplier. Not only does the vertically integrated stack provide efficiencies of scale but also embeds Broadcom deeply into mission-critical workloads and diminishes the risk of disintermediation from hyperscaler custom silicon.Holding the Line: Competitive Advantage in an Arms Race WorldBroadcom has its competitive landscape divided. In semiconductors, it is under heavy pressure from Nvidia in accelerators for AI, Marvell in networking, and AMD in CPUs and inferencing. Broadcom's differentiation is in networking silicon, namely custom ASICs and high-end switch silicon, essential for movement of data in sprawling AI clusters. These are now mission-critical in hyperscale deployments such as internal networks at top clouds.On the software front, it faces competition from Red Hat, Nutanix, and Microsoft Azure Stack. Nonetheless, its deep interest in enterprise-grade private-cloud security and virtualization shields it from price competition in public cloud offerings. Its VMware Cloud Foundation suite also has the benefit of single-cloud to multi-cloud portability of licenses, an exclusive competitive edge allowing customers to migrate effortlessly between on-prem and multi-cloud environments.Broadcom's customer relationships are deeply entrenched. Years of co-development and integration in the ecosystem are supported by Broadcom's largest five customers who bring in much of its revenue. Broadcom further embeds itself through long-term subscription contracts and private AI infrastructure. This provides it with structural advantage against competitors with either pure-play hardware or software ambition.Source: Markets and MarketsGrowth Engines Are Firing, But Cost Discipline Remains the Defining NarrativeThe foundation of Broadcom's growth story today lies in four secular winds: hyperscaler AI networking buildouts, private cloud modernization, software subscription migration, and generative AI infrastructure. In FY2025 Q1, Broadcom saw normalized EPS of $1.60, 6.1% above consensus estimates, its eighth consecutive beat with no misses in the last 12 quarters. Revenue of $14.92 billion also beat estimates despite macro headwinds.Source: NasdaqTo forward to Q2, the Street predicts $1.57 EPS and $14.98 billion in revenue. In the last 90 days, 32 of its EPS estimates have been upward revised compared to only one downward revision and has a Revisions Grade of A-. Sentiment continues to be more bullish. Fiscal 2025 EPS is projected at $6.63, representing 36% year-over-year growth, with annual revenue estimated at $62.6 billion. Notably, Broadcom's subscription and services revenue has grown more than two times year on year and now represents more than 41% of total revenue.Operationally, Broadcom has an extremely lean model, outsource low-margin manufacturing functions to third-parties while keeping proprietary fabs for high-end chips such as FBAR filters and lasers. Capex is light on a relative basis compared to hyperscale peers, allowing for dividends, buybacks, and deleveraging after the VMware deal.Source: Broadcom Inc. Company Overview, March 2025The cost structure is disciplined with R&D concentrated on high-return initiatives and SG&A rationalized in both segments. Broadcom's EBITDA margins remain in the mid-50s as it benefits from platform leverage and pricing strength. This combination of margin stability with top-line growth renders Broadcom fundamentally distinct from fabless counterparts who depend on volume and ASP cycles.Source: BullFincherValuation tug-of-war: platform optionality versus market scepticismIn spite of steady performance and higher estimate upgrades, Broadcom's valuation betrays underlying doubt. The stock has a price of 34.47 times forward earnings per share and 17.17 times forward sales, both well higher than sector means. Its forward EV/Sales multiple of 18.26x puts Broadcom in the highest decile of its peer.However, such multiples have to be viewed in the context of structural reinvention. Broadcom's software margins, stickiness, and contractually ensured revenue via VMware add to an entirely other risk-return profile. The annual EPS is estimated to increase to $14.50 by 2029, reflecting an implied CAGR of about 17% from 2025 with year-on-year growth gaining momentum after 2027 as cross-sell opportunities from VMware accumulate.Peer comparison implies Broadcom's premium valuation can be justified. For example, Nvidia has higher forward multiple despite higher CapEx intensity and lower software contribution. However, Marvell and AMD have comparable AI exposure but endure higher cyclical exposure and lower operating leverage. Should Broadcom's software integration continue to drive higher margins and sticky ARR, its fair value multiple can rerate towards 38x P/E and 19–20x EV/EBITDA, suggesting 15–20% uplift in valuation in the coming 12–18 months.Risks: Customer Concentration, Integration Overhang, and Margin CompressionAlthough Broadcom's fundamentals seem strong, there are some concerns. One is customer concentration, since much of the annual revenue is derived from just a few hyperscaler customers. This leaves Broadcom exposed to contract renegotiations, volume fluctuation, or disintermediation risk if these customers ramp up their internal chip development. Second, the integration of VMware, strategically well-designed as it is, still has some operational and cultural complexity. The divesting of end-user computing and integrating the legacy stack of VMware into Broadcom's lean operating model has the potential to cause near-term client churn or implementation delays.Most importantly, valuation compression may be quicker if capital expenditures on AI continue to slow due to macro factors or if regulatory pressures related to enterprise software and stack consolidation alter buyer behavior. Broadcom's high premium multiples also have little margin for error in the midst of the transition to a recurring-revenue-driven model.Conclusion: Broadcom's AI-Powered Re-rating has Just StartedBroadcom is not just a semiconductor company anymore, it's becoming a full-stack, infrastructure-first hybrid platform with AI embedded, sovereign cloud, and virtualization on top. Its consistent earnings, capital deployment discipline, and software leverage are generating a flywheel effect that the market might be discounting. With Q2 2025 earnings scheduled to confirm the same again, Broadcom presents asymmetric upside, if the story of its VMware synergies and private AI approach catches on.","news_type":1,"symbols_score_info":{"AVGO":1}},"isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261215020544240,"gmtCreate":1704783562452,"gmtModify":1704783566663,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Still got some coins left, let's see how far we can get","listText":"Still got some coins left, let's see how far we can get","text":"Still got some coins left, let's see how far we can get","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261215020544240","isVote":1,"tweetType":1,"viewCount":3361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258808818290944,"gmtCreate":1704219794924,"gmtModify":1704219799108,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Welcome to the new year everyone! Buy the dip or let it sit?","listText":"Welcome to the new year everyone! Buy the dip or let it sit?","text":"Welcome to the new year everyone! Buy the dip or let it sit?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258808818290944","isVote":1,"tweetType":1,"viewCount":3105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237701089681616,"gmtCreate":1699068238014,"gmtModify":1699068242026,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Let's see if we can get a new record","listText":"Let's see if we can get a new record","text":"Let's see if we can get a new record","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237701089681616","isVote":1,"tweetType":1,"viewCount":3258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237207402897544,"gmtCreate":1698947517340,"gmtModify":1698947521775,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Wow, the market has really gotten the Halloween vibe this year!","listText":"Wow, the market has really gotten the Halloween vibe this year!","text":"Wow, the market has really gotten the Halloween vibe this year!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237207402897544","isVote":1,"tweetType":1,"viewCount":2876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237078939488312,"gmtCreate":1698916150082,"gmtModify":1698916154467,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"I'm not fast enough! Need more practice...","listText":"I'm not fast enough! Need more practice...","text":"I'm not fast enough! Need more practice...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237078939488312","isVote":1,"tweetType":1,"viewCount":3514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236504317849808,"gmtCreate":1698776057391,"gmtModify":1698776061408,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Halloween is over here, we ran out of candy as usual!","listText":"Halloween is over here, we ran out of candy as usual!","text":"Halloween is over here, we ran out of candy as usual!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236504317849808","isVote":1,"tweetType":1,"viewCount":2796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236050330697896,"gmtCreate":1698662170265,"gmtModify":1698662174238,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Let's see how this one goes!","listText":"Let's see how this one goes!","text":"Let's see how this one goes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236050330697896","isVote":1,"tweetType":1,"viewCount":3128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190054483410976,"gmtCreate":1687425719978,"gmtModify":1687425724344,"author":{"id":"4130105231574432","authorId":"4130105231574432","name":"MadAndy","avatar":"https://community-static.tradeup.com/news/92e44ac868ad45f9ae9702eb2a898996","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130105231574432","idStr":"4130105231574432"},"themes":[],"htmlText":"Not too many days left now, gonna be a rush to claim my $2 ;)","listText":"Not too many days left now, gonna be a rush to claim my $2 ;)","text":"Not too many days left now, gonna be a rush to claim my $2 ;)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190054483410976","isVote":1,"tweetType":1,"viewCount":3587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}