AVGO Catching Up To NVDA? GOOGL Partnership & Earnings Growth Back Bulls Marco Rubio [nsHZxBu8hqb]

Tag: #Marco Rubio, #sakamoto kaori retirement marriage, #wes streeting, #chimaev vs strickland

Jim Worden calls Broadcom's (AVGO) earnings "great." Momentum in custom chips and networking offer what he considers a compelling case for Broadcom's $100 billion full-year revenue guidance. Dave Nicholson adds that the company's software portfolio supports chipmaking naz reid business. While the company doesn't have Nvidia's (NVDA) name recognition, a strategic partnership with Alphabet (GOOGL) adds significant muscle to its AI narrative.

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