Sean
@sean_________
TMT catalyst/event-driven trader with a focus on research.
Joined May 2019
3K Following 9.3K Followers
UBS on $AVGO: "we are trimming ~$5B from our F2027 AI revenue number (now ~$130B) as our checks indicate we have been too aggressive on AVGO's TPU unit shipments and we now see 6.4MM shipments in CY27"
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