AVGO Broadcom
Depreciation Integrity 45
Capex-vs-Demand Gap 73
Insider-Selling Intensity 57
Financing Opacity / Circular Leverage 75
Energy & Diminishing Returns 50
Organic End-User Demand 67
Convergence Flag: ACTIVE
3 elevated indicators (2, 4, 6) + borderline 1 — CONVERGENCE FLAG ACTIVE — but different shape than NVDA: - No CoreWeave-style circular financing sourced for AVGO. - VMware debt (~$67B principal) is transparent, FCF-rich ($26.9B FY2025), term loans already repaid. - Insider signal intentionally weak (Tan ~0.02% stake). - Standout risk is concentration: ~40% top-5 customers, 32% via one distribu...
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Deep Dossier in Progress

The scored backbone above is sourced from primary filings. The full investigative dossier — claim-by-claim audit, inversion analysis, primary paper trail — is being authored. This page updates as evidence lands. No claims are fabricated or inferred here; only data the engine already holds is shown.

Key Metrics (engine data)

AVGO forward P/E ~24–33xas of 2026-06-18 (stockanalyVerified sheet
Semiconductor sector (Damodaran, Jan 2026):forward P/E 37.3 / current 7Verified sheet
FY2024 AI revenue $12.2B220%Verified sheet
FY2025 AI revenue ~$20B65%Verified sheet

Layoff Signals

DateHeadcountAI ClaimSummary
20242,837No AI claim~2,800+ post-VMware acquisition (per WARN filings across states); integration-driven, not AI.