AVGO guides Q3 AI semiconductor revenue to $16 billion, a 200%+ year-over-year jump, while NVDA competes with the very customers Broadcom serves. Hock Tan projects over $100 billion in fiscal 2027 AI revenue, backed by a booking backlog extending visibility through 2028. KwapixThe Receipts Behind the ConvictionQ2 FY2026 revenue landed at $22.187 billion, up 47.9% year over year, with AI semiconductor revenue of $10.80 billion growing 143%. Q3 guidance calls for ~$29.40 billion in revenue, with AI semiconductor revenue guided to $16.00 billion, a 200%+ YoY jump. Forward P/E of 23 against triple-digit AI growth is the valuation I keep coming back to.