Home Stock Ideas Long Ideas Tech  Summary Broadcom has line of sight to over $100B in 2027 AI chip revenue from custom XPUs, implying roughly 123% two-year growth from a $24.5B base. Broadcom expects full AI rack deployments to maintain or grow, not dilute, its semiconductor gross margins, with Q2 FY26 margin guidance at 77% despite rapid AI scale-up. Supply chain bottlenecks at TSMC and in components like lasers and PCBs could delay AI revenue realization, and recent FY26 revenue estimates have already edged lower. AVGO now trades at about a 5% discount to peers on 1-yr fwd PEs despite historically carrying a valuation premium. And earnings expectations have risen, whilst valuation multiples have contracted. Technicals show a low-volatility squeeze and breakout on AVGO’s weekly chart, with strong momentum suggesting further upside in the near term.…