- Broadcom’s networking breadth—optical DSP, Tomahawk and Jericho—could drive earnings upside as Tomahawk 6/7, Tomahawk Ultra and optical DSPs ramp in 2027, supporting a future re-rating.
- Marvell’s investor day framed it as scalable AI infrastructure, not only custom silicon and DSP; 1.6T, NPO/CPO and scale-out/up remain early volume opportunities.
- KLAC is a risk/reward re-rating trade after falling 42% in 3.5 months, partly lagging LRCX and AMAT, rather than a developed long-term thesis.
- The author bought the dips but remains cautious ahead of semiconductor earnings, waiting for several days of positive net flows before gaining confidence that repeated drawdowns have not damaged investor appetite.
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