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![skhetpal Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1445841848451305477.png) Sahil Khetpal [@skhetpal](/creator/twitter/skhetpal) on x 20.5K followers
Created: 2025-07-23 13:53:03 UTC

Broadcom has several risks:
Apple represents XX% of revenue through iPhone chips, hyperscale customers have been developing internal chip capabilities, and XX% of revenue is tied to semis which have historically been cyclical. 

At its valuation, expectations around AI are high!


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948018523219108092/c:line.svg)

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[Post Link](https://x.com/skhetpal/status/1948018523219108092)