Coherent Is Critical To AI's Next Constraint [Seeking Alpha]
Broadcom Inc. (AVGO)
Last broadcom inc. earnings: 3/12 04:15 pm
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Source: Seeking Alpha
Inference's runway is a longer and more distributed path, requiring massive amounts of optical connections as AI models are being served from data centers closer to end users. Vertical integration in indium phosphide lasers provides COHR with a sustainable cost advantage, supporting margin resilience even as industry supply normalizes. Valuation is demanding at 45x forward P/E, so execution on capacity expansion, margin retention, and inference-driven demand are critical for upside. panumas nikomkai/iStock via Getty Images Investment Thesis In a recent Broadcom (NASDAQ: AVGO ) article, I wrote on how money in AI infrastructure often follows the constraints. First it was GPUs, then custom silicon, and as of late it has been the memory wall. For Coherent (NYSE: This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I
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AVGO
News
- Marvell: The Market Overreaction Doesn't Quite Make Sense [Seeking Alpha]Seeking Alpha
- Broadcom: Why AI Vibe-Coding Is Not A Threat To Its Infrastructure Software Segment [Seeking Alpha]Seeking Alpha
- Broadcom: Expect Another Double Beating (Earnings Preview) [Seeking Alpha]Seeking Alpha
- Broadcom Inc. (AVGO) Draws ARK Investment Amid Positive AI Growth Outlook [Yahoo! Finance]Yahoo! Finance
- This Top Dividend Stock Just Joined Meta, Tesla, Broadcom, and Berkshire Hathaway in the $1 Trillion Club [Yahoo! Finance]Yahoo! Finance
AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 1/13/26 - Form 8-K
- 1/9/26 - Form 3
- 1/8/26 - Form 4
- AVGO's page on the SEC website