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.
顯示更多
Broadcom $AVGO CEO Hock Tan says the debate over slowing AI development doesn’t change his FY27/FY28 outlook “in the least.” - CNBC