$ARM, $FN, $QCOM, $NYCB
This was beautiful artricle. Much appreciate this.
do you have a plan to cover Broadcom? They keep increasing margins while relatively flat revenue.
SemiAnalysis already did. Don't have much to add. https://www.semianalysis.com/p/broadcoms-google-tpu-revenue-explosion
I am a buyer of Broadcom. Google is going to spend so much money. Solid business with SaaS added too for stability.
This was beautiful artricle. Much appreciate this.
do you have a plan to cover Broadcom? They keep increasing margins while relatively flat revenue.
SemiAnalysis already did. Don't have much to add. https://www.semianalysis.com/p/broadcoms-google-tpu-revenue-explosion
I am a buyer of Broadcom. Google is going to spend so much money. Solid business with SaaS added too for stability.