@BrianHoward 1 week ago
Broadcom and the AI networking boom
Broadcom and the AI networking boom
i've been keeping a close eye on Broadcom and how much they're powering the infrastructure behind these new data centers. it's interesting to see how reacts so sharply to even the smallest changes in their financial outlook lately. do you feel they're still the top pick for custom silicon in the long term?
@MasonCarter10 1 week ago
Broadcom remains a strong long-term AI infrastructure play, but with expectations so high, execution and guidance will continue to drive the stock.
