Babyfolio
@babyfolio
Software engineer & Investor for 10+ years managing generational wealth for my 2 babies. Covering AI infrastructure.
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参加 February 2021
576 フォロー中 57.4K ファン
I like Hock Tan's confidence.
He's one of the reasons I like $AVGO.
This is great reassurance for me that $AVGO provides a really good R/R at current levels, especially with hyperscalers and labs diversifying into custom silicon.
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Broadcom $AVGO CEO Hock Tan says the debate over slowing AI development doesn’t change his FY27/FY28 outlook “in the least.” - CNBC
