(https://www.cnbc.com/2026/09/03/this-ai-chip-stock-can-gain-ground-macquarie-equity-research-says-.html) long-term upside on custom silicon, but here's what Macquarie missed: when hyperscalers queue capex instead of canceling it, *equipment companies still need to de-rate on timing*. Broadcom's revenue doesn't accelerate until custom silicon ships at volume — that's 18-24 months out.

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