G0d4ather I presented my "Sell" thesis on Broadcom Inc. (NASDAQ:AVGO) in my previous coverage in June 2024, noting that aside from AI and VMware, Broadcom's legacy businesses declined by 15% in revenue. Broadcom released its Q3 result on September 5th after the market close, projecting $12 billion in AI revenue for FY24. While I am optimistic about their custom ASCI and AI networking businesses, I remain concerned about their legacy software portfolio, as well as the integration of VMware. I maintain a "Sel ...