Call · @ramahluwalia · unranked
@ramahluwalia
@ramahluwalia · Wed, Sep 2
Ram Ahluwalia CFA, Lumida@ramahluwaliaBroadcom intends to do a ‘double double’ on networking revenue the next few years. The growth we are seeing for companies of this size is astounding. Hyperscalars will swap labor costs for token costs and keep the demand going.3d agoview on X ↗media on X
Broadcom intends to do a ‘double double’ on networking revenue the next few years. The growth we are seeing for companies of this size is astounding. Hyperscalars will swap labor costs for token costs and keep the demand going.
tweeted Wed, Sep 2 · counted from Thu, Sep 3 close
Read as
Long AVGO · Medium confidence
Confidence
Counted from
Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.
Active call · day 1 · counts fully until Sep 16 · fades out by Oct 14
