Broadcom's (AVGO) AI Semiconductor Story
The Hidden Risks and Paradoxes
I’ve spent the last decade watching green portfolios bleed out while the rest of the market parties on.
It’s the same old story: investors trade returns for a warm, fuzzy feeling that doesn’t pay the bills. This time, I’m digging into a tech giant that’s currently the darling of the AI world to see if the efficiency they’re selling is actually just a mask for massive energy consumption.
We are looking at a company that is masterfully playing both sides of the fence, fueling the most energy-hungry tech cycle in history while sitting comfortably in your ESG funds.
In this deep dive, you’ll get:
A look at the forensic models that prove the money is real, even if the “green” narrative is shaky.
An analysis of why “efficiency” is actually causing energy use to explode.
The cold truth about the VMware debt and why the market doesn’t care about the environmental footprint.
Our specific position on how we are playing this anti-ESG growth engine.
