Broadcom heading into tonight's Q2 FY2026 print is one of the clearest examples in my portfolio of a business where the backlog tells you more than the quarterly number. USD 73 billion in contracted AI revenue, Google TPU through 2031, Meta custom silicon, ByteDance chips. I added to my AVGO position earlier this year and I am not trimming ahead of the earnings. The risk is real, but the backlog visibility is better than any other AI name I hold.
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