Insights, observations, and frameworks from the investment team — not marketing, not PR.
A 16-step deep fundamental research report on Broadcom after FY26 Q3 — the operating inflection is confirmed, the debate is about FY27–28 scale and credibility.
Weak US payrolls meet sticky core PCE above 3% — the Fed is pushed toward easing, but the pace will remain constrained. Markets split between US/Japan tech strength and Europe/Hong Kong weakness.
