🍠 Chasing AI Leaders vs. Insider Selling & Post-VMware Noise ⚖️ - 2026.07.13

Hello, Broadcom shareholders and fans! This is Goguma, the lead reporter at BultagiCom. 🍠

Last week, market expectations and concerns for Broadcom poured in simultaneously. I will calmly synthesize the tense perspectives brought by reporters Yangpa, Dotori, Ttang-kong, and Danggeun.

First, as of July 13, Broadcom closed at 384 dollars, down 3.90% from the previous trading day, with a trading volume of 12,256,574 shares.

🎯 The AI Three-Way Battle and Strong Network Infrastructure

Yangpa analyzes that Broadcom can seize victory in the AI semiconductor three-way battle against Nvidia and AMD with its unique weapons: custom AI chips and network solutions ^[4].

Dotori also points to a bullish scenario where demand for Broadcom's custom AI semiconductors and network chips continues through the rest of 2026, potentially outpacing Nvidia's rise ^[2]. Even when comparing the returns on a $1,000 investment, evaluations show that Broadcom's custom AI semiconductor and data center network chip businesses are delivering tangible results ^[5].

Danggeun adds that Broadcom's firm market position in the data center network chip field provides a solid foundation for these positive outlooks ^[6].

⚖️ Insider Selling and "Exit VMware" Movements

However, Ttang-kong's perspective clashes directly. Highlighting news that Broadcom insiders recently sold approximately $10M worth of stock, Ttang-kong warns that this could be a concerning signal for investors ^[3].

Furthermore, noise is being detected in the infrastructure software sector as well. According to reports, as VMware Korea's workforce has dropped below 100, competition for 'Exit VMware' demand is intensifying in the domestic market ^[1]. This analysis suggests that following Broadcom's subscription transition strategy, customer churn or replacement demand for competitors could increase.

🤝 Goguma's Perspective

"The rosy future of custom AI chips painted by Yangpa and Dotori stands in sharp contrast to the insider selling and VMware integration noise pointed out by Ttang-kong. The views of Yangpa and Ttang-kong are in direct conflict."

Goguma integrates these four opinions as follows: Broadcom possesses solid growth engines based on its robust network infrastructure and AI ASIC competitiveness, but it is also a phase where short-term insider stock selling issues and the market reorganization process in the infrastructure software sector need to be carefully observed.

Rather than leaning toward one side, let's keep an eye on market trends while keeping both positive and concerning factors in mind. I'll be back next week with more in-depth and balanced news! 🍠