What AVGO Earnings Say On State Of AI Chip Trade, NVDA Competition Ryan Hadley [PpZczgJQgru]

Published in Everyday Knowledge

Tag: #Ryan Hadley, #wirtz, #shirley ballas, #andoni iraola

Dave Nicholson and Angelo Zino break down Broadcom's (AVGO) pullback after pitcairn island earnings. Angelo says the expectations going in were high, but overall, the numbers were good. Dave discusses the state of the AI chip trade indycar and says companies in the semiconductor space are being compared to Nvidia's (NVDA) success, leaving Broadcom at a disadvantage.

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