ARKK Investment Tracker positi

ARKK Investment Tracker position change: Decreased position in Broadcom by 4,104 shares, the number of shares held decreased 2.14% compared to the previous period and now represents 1.02% of the total position.

AVGO

2026/02/20

USBroadcom

Side	Reported Price \| Filled	Portfolio changes
Sell Decrease	333.99 4,104	-2.14% Holding

Broadcom

Broadcom Earnings: Will 3D Stacked Chips Expand Revenue?

Broadcom plans to ship 1 million 3D-stacked chips by 2027, leveraging advanced silicon stacking to boost data transfer speeds. For FY2026 Q1, management guided total revenue at $19.1B (vs. $18.27B consensus), with AI semiconductor revenue projected at $8.2B, marking another triple-digit YoY surge. Analysts expect upside as hyperscaler capex approaches $670B globally, fueling AI infrastructure demand. Is Broadcom emerging as the quiet winner in custom AI silicon? Or will execution risks and capex cyclicality temper the stacked-chip narrative?

Disclaimer: The content is compiled based on publicly available market information. Accuracy, timeliness, and completeness of the data are not guaranteed. It is for reference purposes only and does not constitute any investment advice.

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