$AVGONASDAQ
Broadcom (AVGO) in Serenity's X Posts
Semiconductors
Diversified semiconductor and infrastructure software giant with custom AI chip and networking exposure.
Tracked mention (Jun 7, 2026):
Price when mentioned: $385.73 • Return since mention →
Serenity Thesis for $AVGO
Context from Serenity's (@aleabitoreddit) public X posts.
Market leader in custom AI ASIC accelerators and high-speed Ethernet switches.
Recent Serenity posts mentioning $AVGO
Excerpts with links to the original public posts on X.
2026-10-19 15:15$LITE CEO interview on demand, counterparty + financing risk: - "CFO of $GOOGL came on and reported capex going up Y/Y, we expect hyperscalers for report an increase in capex in earnings. Based on what we see, we see their spend going up." - "The purchase agreements we have, to…Thu Oct 15 06:15:24 +0000 2026It's interesting to see Elon interacting with finance X accounts out of the blue. Then amplifying $CRWV financing concerns, Chinese memory flooding, to AI investors being gamblers recently. With $SPCX and $TSLA, I do think Elon is a visionary but from how it looks from the…