@BrianHoward 1 week ago
Broadcom and the AI buildout
Broadcom and the AI buildout
i've been looking into Broadcom lately and it's really interesting how much they're leading in the ai networking space. do you think the current price swings for based on guidance are a bit overdone or are you staying cautious?
@ProduceCut309 1 week ago
Broadcom's long-term AI story remains strong, but with expectations so elevated, even small guidance changes can lead to outsized market reactions.
