Broadcom $AVGO has quietly become one of the most important players in AI infrastructure. While Nvidia dominates the field in the realm of graphics cards, Broadcom has the advantage of networking chips, custom silicon, and enterprise software. Broadcom also has excellent free cash flow and pays a substantial amount back to shareholders in the form of dividends and buybacks. The real question is, is Broadcom still in the early days of the AI infrastructure growth story, or has most of the optimism been priced in?Is this a long-term compounding play?Or would you rather play the pure AI stocks?