1. Nutanix is poised to gain significant market share from VMware due to Broadcom's changes, with a 'Strong Buy' rating and a $90 target price. 2. Nutanix's strong ACV and ARR growth is driven by partnerships with Dell, Cisco, and Nvidia, and its solutions on Azure and AWS platforms. 3. Nutanix's up-market focus and new AI offerings are expected to accelerate revenue growth, with a projected 18% organic revenue increase.