$AVGO - THE LONG HOLD Why Broadcom Is the Next Core Position$AVGO - THE LONG HOLD Why Broadcom Is the Next Core Position
Broadcom is no longer a diversified chip company with an AI kicker — it is the toll booth on custom Al silicon and Al networking, with a software annuity attached. AI semiconductor revenue is tripling, the order book...
$AVGO - THE LONG HOLD Why Broadcom Is the Next Core Position