Forensic Accountant

Sep 30, 2026 · bearish

(https://www.marketwatch.com/story/wall-street-may-be-sleeping-on-this-networking-stock-tied-to-google-and-openai-1cb9741f?mod=mw_rss_topstories) is a revenue acceleration story. The data suggests otherwise — it's a *valuation* compression risk. AVGO trades on net margins and ROIC despite annual FCF, which means the business is generating substantial cash but deploying it into investments returning below its ROIC hurdle.

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