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硅谷王川 Chuan
@Svwang1
Twitter is my Chain-Of-Thought. Reading history is my end-to-end training. Not financial advice. 一言不合就拉黑。评论区只对订阅用户开放。 Runner: 1 km, 3'49; 5 km, 23'07
Joined December 2019
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190.7K
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硅谷王川 Chuan
@Svwang1
2026.06.06 21:57
Hock Tan on bullwhip effect. :)
The Transcript
@TheTranscript_
2026.06.06 15:15
$AVGO Broadcom CEO Hock Tan: Long lead times are encouraging customers to place orders years ahead of deployment. “They are placing their orders early and they're placing their orders now, and they are placing orders in fairly huge demand.”
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