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TradingKey - Broadcom enters October with $115 billion of expected 2027 AI semiconductor revenue, record cash flow and rising financing exposure to major AI customers.
Broadcom shares are up 8% year to date, sharply below the 104% gain in the chip benchmark iShares Semiconductor ETF (SOXX).
AMD trades at an 83x forward P/E versus Broadcom's 30x, but one company's profitability and free cash flow tell a starkly different story.