Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Top 10 Mega Caps | Artificial Intelligence, Mint Finance

Uttkarsh Kohli

Top 10 Mega Caps | Artificial Intelligence

Equity Bottom-Up

<ul>
<li>Broadcom's Strong Q2 Performance: Broadcom's Q2 revenue surged 43% year-over-year to USD 12.5 billion, driven by AI demand and VMware contributions.</li>
<li>Dominance in AI ASIC Market: Broadcom holds a 60% market share in AI-specific integrated circuits, serving major clients like Alphabet and Meta.</li>
<li>Lead up to Stock Split Upside Potential: Mega caps have seen an average 17% outperformance relative to S&amp;P 500 from announcement to actual stock split, signaling sharp upside for Broadcom.</li>
</ul>


Broadcom's Strong Q2 Performance: Broadcom's Q2 revenue surged 43% year-over-year to USD 12.5 billion, driven by AI demand and VMware contributions.
Dominance in AI ASIC Market: Broadcom holds a 60% market share in AI-specific integrated circuits, serving major clients like Alphabet and Meta.
Lead up to Stock Split Upside Potential: Mega caps have seen an average 17% outperformance relative to S&amp;P 500 from announcement to actual stock split, signaling sharp upside for Broadcom.


Broadcom's AI-Driven Growth Signals Upside Amid Stock Split Surges