Broadcom: custom AI silicon plus VMware cash flow
A Coverage Bootstrap Broadcom company evaluation covering custom AI silicon, Ethernet networking, VMware, free cash flow, customer concentration, integration risk, and valuation discipline.
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Broadcom's AI cash-flow test: custom chips, Ethernet, and VMware
A Broadcom five-year double thesis focused on custom AI silicon, Ethernet networking, VMware free cash flow, customer concentration, and integration risk.
OpenMicrosoft: AI distribution power, capex payback test
A Coverage Bootstrap Microsoft company evaluation covering Azure, Microsoft 365, Copilot, AI capex, enterprise distribution, security, gaming, regulation, and valuation setup.
OpenMicrosoft's AI return test: Azure, Copilot, and capex discipline
A Microsoft five-year double thesis focused on Azure AI demand, Copilot monetization, enterprise distribution, capital intensity, and regulatory risk.
OpenMicron: HBM upside inside a boom-bust business
A Coverage Bootstrap Micron company evaluation covering HBM, DRAM/NAND cyclicality, data-center memory, capex, free cash flow, pricing discipline, and cycle risk.
OpenMicron's HBM cycle: can AI memory change the boom-bust math?
A Micron five-year double thesis focused on HBM demand, DRAM/NAND cycle discipline, capital intensity, and whether AI memory improves through-cycle economics.
OpenTSMC: the AI foundry moat with a geopolitical discount
A Coverage Bootstrap TSMC company evaluation covering advanced-node foundry leadership, CoWoS, customers, margins, capex, global fabs, Taiwan risk, and valuation setup.
OpenTSMC's AI foundry test: growth, capex, and geopolitical risk
A TSMC five-year double thesis focused on advanced-node foundry leadership, advanced packaging, AI customer demand, capex, margins, and Taiwan risk.
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