Postos
120The chart shows the world's largest semiconductor companies by market capitalization (as of December 30, 2024).
The total market size is an impressive 3.4 trillion US dollars.
NVIDIA
$NVDA (+0,67%) leads with a market capitalization of USD 3.4 trillion, followed by TSMC $TSM (-0,12%) (USD 1 trillion) and Broadcom
$AVGO (+0,03%) (USD 1.1 trillion).
Companies from the USA 🇺🇸, Taiwan 🇹🇼, South Korea 🇰🇷 and other countries dominate the market.
ChatGPT was released at the end of 2022, the AI story has centred on Nvidia (US:NVDA). Its near monopoly on artificial intelligence (AI) computing has driven remarkable earnings growth and at multiple points in the last year it was the most highly valued company in the world.
It has always been clear Nvidia is going to profit from AI, but investor uncertainty has gradually crept in as its valuation rose. The concern is for how long it can maintain its monopoly and its exceptional operating margin.
Last month, in Nvidia’s most recent results there were signs of cracks. Revenue rose 93 per cent year-on-year, yet this was a slowdown from 122 per cent last quarter. Its networking revenue was disappointing, rising just 20 per cent year-on-year and falling 15 per cent quarter-on-quarter. At the same time, the gross margin fell back 3.3 percentage points to 75.7 per cent.
In The Economist ist ein unterhaltsamer Artikel über Broadcom erschienen... https://www.economist.com/business/2024/12/19/meet-the-most-ruthless-ceo-in-the-trillion-dollar-tech-club
(hier hilft die Seite archive (dot) ph)
Zusammenfassung von Chat GPT: Hock Tan, the CEO of Broadcom, is described as one of the most ruthless leaders in the trillion-dollar tech industry. Unlike visionary founders like Elon Musk or pragmatic managers like Tim Cook, Tan follows a distinct and methodical approach: he acquires established businesses, drastically cuts costs, and focuses on generating high returns for shareholders.
After Broadcom joined the trillion-dollar club in December 2024, its market value surged due to strong demand for custom AI microprocessors. While Broadcom produces AI chips, it also sells less exciting products like wireless-networking chips and virtualization software. Unlike other tech giants, Broadcom operates as a disjointed conglomerate without a cohesive strategy.
Tan is known for aggressive cost-cutting, workforce reductions, and steep price hikes. For example, after acquiring VMware in 2023, he laid off thousands of employees, narrowed the product range, and raised prices by up to ten times, resulting in doubled revenues and a 70% operating margin.
Broadcom’s AI chips, rumored to be used by OpenAI and ByteDance, are positioned as an alternative to Nvidia’s expensive and energy-intensive chips. Tan aims to reduce Broadcom’s reliance on AI chips and expand into software, while maintaining a relentless focus on cash generation. His uncompromising approach has drawn comparisons to Jack Welch but with greater discipline and efficiency. In Broadcom’s world, cash reigns supreme.
In the portfolio since March 2022 and completely removed today.
Why?
Because I was talking to my husband on the side and was distracted. Actually, only half the position was supposed to be out. Well, now it's happened and I hope the tax office is happy about the late Christmas present in the three-digit range. What a way to end the year...
I wish you all a happy new year and may you learn from my mistake. Don't trade when you're distracted. It can be expensive.
In addition to my World ETF core, I would like to invest in the following shares (partly via a savings plan) in the coming year.
How do you rate these shares?
Which of them would you also take or do you already have in your portfolio?
$CRWD (-0,13%) - Crowdstrike
$CRM (+0,06%) - Salesforce
$AVGO (+0,03%) - Broadcom
$ACN (+0,83%) - Accenture
$SOFI (+0,19%) - SoFi
$MELI (+0,09%) - Mercadolibre
$TSLA (-0,54%) - Tesla
$AXON (+0,13%) - Axon
$NU (+0,32%) - Nu Holdings (possibly)
Hi Guys,
It is going to sound as a stupid question but where do you find information on stocks that are going to boom, for instance $AVGO (+0,03%) , $EBUS or $7211 (-1,57%) ?
I read a Belgian economic-political newspaper but they dont announce enough usefull information in my opinion.
My question is what sources do you guys use to keep update of the markets?
I hope i formulated my question clear!
Thanks in advance
The stock market year is drawing to a close.
Personally, I am more than satisfied, I was able to achieve a return of 41% and beat the market by around 10%. Of course, there were also a few bad purchases this year, but that's part of it.
The assets that performed best for me were $BTC (-1,93%)
$WMT (-0,17%)
$AVGO (+0,03%) . With Broadcom in particular, I was able to pick up a few more € in the last few days. :)
I would be interested to know how satisfied you are with this year?
Next year I expect a little less %😂But let's see, the goal is of course to beat the market again.
What are your goals and wishes for 2025?
I wish you a Merry Christmas and peaceful days with your loved ones.
Lg Flo🎅🏻
I have already trimmed my $MSTR (-3,23%) and $COIN (-1,71%) positions and opened a small position in $HOOD (-0,04%) for a bit of long-term investment.
Nothing wrong with $MSTR (-3,23%) but I considered it as selling $BTC for over 250K.
Completely out of $AMAT (+0,02%) instead, I focused on only $ASML (-0,03%), might add $AMAT again but for a better price or better market conditions.
I recently bought $MU (+0,13%) because it is extremely undervalued, I will add more after earning which is in 2 days.
Buy List for 2025 at the right price
Selling 2025
ETF's that I will keep DCAing for 2025
any suggestions are welcome
Broadcom
$AVGO (+0,03%) is now officially a member of the $1 trillion-market capitalization club.
$AVGO (+0,03%)
Share analysis: Broadcom
Overview and business development
Broadcom Inc, a leading semiconductor manufacturer, showed a mixed performance in the fourth quarter of fiscal 2024. Revenue amounted to USD 9.29 billionwhich corresponds to an increase of 4% compared to the previous year, but fell just short of analysts' expectations of USD 9.41 billion. Adjusted earnings per share (EPS) of USD 11.06 the market expectation of USD 10.98 .
For the 2024 financial year, Broadcom has issued a revenue forecast of USD 50 billion, a a remarkable increase of around 8% compared to the previous year's USD 45.76 billion. Particularly positive is the forecast adjusted EBITDA margin of 60 %reflecting the company's strong profitability.
Products and segments
Broadcom operates in two main segments: Semiconductor Solutions and infrastructure software solutions.
-Semiconductor solutions account for approx. 78 % of sales and include technologies for networks, wireless communication, memory and industrial applications.
-Software solutions account for approx. 22 % and include enterprise software such as mainframe systems and security solutions.
Growth in the semiconductor segment is supported by strong demand for components for data centers and network infrastructure. In particular, products for AI-supported applications and cloud computing are driving sales growth.
Strategic developments and acquisitions
Broadcom's acquisition of VMware, a leading virtualization software company, in 2023 has significantly strengthened the software business. This move diversifies the portfolio and opens up cross-selling opportunities between hardware and software customers.
Key financial figures
-Gross margin: The gross margin in FY2024 amounted to 76,5 %which demonstrates Broadcom's ability to control costs.
-Dividend policyBroadcom increased its dividend by 14% to USD 5.25 per share which underscores management's confidence in future cash flow generation.
Competitor analysis
Broadcom competes with companies such as NVIDIA, Qualcomm and Intel.
-NVIDIA dominates in the field of GPUs for AI and machine learning and is experiencing strong growth in data centers.
-Qualcomm has consolidated its market position in wireless technology, particularly in 5G chips.
-Intel remains a strong player, but is struggling with production problems and loss of market share in key areas.
Broadcom stands out with its diversified portfolio and high profitability. In the long term, the integration of VMware and the focus on AI-based solutions could put Broadcom in an advantageous position.
Valuation and analyst opinion
The share is currently rated predominantly positively by analysts. Some rate Broadcom as a "buy" based on its stable growth, strong dividend yield and robust margin. The average price target is around 650 USDwhich represents a slight upside potential.
Risks and political influences
-Export controlsIncreasing regulation of technology exports, particularly to China, could have a negative impact on Broadcom's business.
-Competitive pressureIncreasing competition in the AI sector requires considerable investment in research and development.
Conclusion
Broadcom remains an attractive stock for long-term investors, particularly due to its strong market position and focus on promising areas such as AI and cloud computing. Despite short-term risks, such as macroeconomic uncertainties and geopolitical tensions, the company remains well positioned to benefit from the growing investments in digital infrastructure.
https://investors.broadcom.com/static-files/602c2fd3-89a0-436f-b638-4890f20feda7
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