$AVGO at $295 and a $1.45 trillion market cap is getting very hard to ignore here.
Custom silicon for Google's TPUs and OpenAI's chips.
AI revenue guided to grow 30% in a single quarter, and management expects it to roughly DOUBLE next fiscal year to around $115 billion. $13.7 billion of free cash flow in one quarter.
That is one of the cheapest looks this company has offered in years.
Custom silicon for Google's TPUs and OpenAI's chips.
AI revenue guided to grow 30% in a single quarter, and management expects it to roughly DOUBLE next fiscal year to around $115 billion. $13.7 billion of free cash flow in one quarter.
That is one of the cheapest looks this company has offered in years.
