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.
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A Coverage Bootstrap Bloom Energy company evaluation covering fuel cells, data-center power demand, revenue growth, adjusted EBITDA, margins, project execution, cash flow, and risk controls.
OpenBloom Energy's data-center power bet: huge demand, thin margin of safety
A Bloom Energy five-year double thesis focused on data-center distributed power, fuel-cell economics, backlog quality, margins, cash flow, and execution risk.
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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.
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