I’m watching AVGO’s earnings closely because another strong AI outlook would reinforce the idea that AI CapEx is spreading across the ecosystem. I don’t see Broadcom replacing NVIDIA; rather, GPU + ASIC + networking could become the winning combination as hyperscalers optimize performance, power and cost.
For me, the biggest question is valuation, not demand. If Broadcom delivers another blowout quarter but the stock struggles, expectations may simply be too high. I remain bullish long term, but I’d prefer accumulating on pullbacks instead of chasing the rally. 📈
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