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Broadcom
Every piece of Zan Digital analysis that covers Broadcom — 2 pieces, each figure traced to a named source.
- 001Anthropic S-1 Loss: $34B of $42B Is a Non-Cash ChargeAnthropic's leaked S-1 reports a $42B net loss for 2025. About $34B of it is non-cash. Compute cost $7.33B, 58% of opex, and two customers were 24% of revenue.$34B
- 002Semiconductor Stocks 2026: Why Nvidia Trailed an 86% RallyThe chip index is up 86% in 2026 and Nvidia only 28%, despite $96.2B of quarterly revenue. Memory earnings carried the rally. Here is where the money went.86%