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Posted by
Two Blokes Jul 23 -
Filed in
Stock
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10 views
I rate Broadcom a buy due to its pivotal role in AI infrastructure, leveraging strengths in networking chips, custom ASICs, and connectivity solutions. The VMware acquisition significantly expands Broadcom's total addressable market and delivers high-margin, recurring software revenue, boosting overall profitability. Broadcom's Tomahawk and Jericho chips are essential for AI clusters, offering industry-leading bandwidth and low latency, with demand expected to accelerate.
