-
Posted by
Two Blokes Jun 12 -
Filed in
Stock
-
9 views
Broadcom's AI-driven revenue and EBITDA growth, especially in custom silicon and networking, show it's a true picks-and-shovels play powering AI infrastructure. Its dominant position in Ethernet, ASICs, and ultra-fast switches like Tomahawk 6 makes it essential to hyperscalers like Google and Meta. Broadcom is poised to benefit from underappreciated optionality in AI inference, unlocking new high-margin revenue streams across distributed environments.
