Broadcom hasn’t been the first company on investor’s minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company’s first quarter earnings report. Between its anticipated surge in AI related revenue and its plans to say ahead of supply chain shortages, Broadcom wants to be mentioned in the same sentence with NVIDIA.
Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- Broadcom’s earnings
- Better Buy: Broadcom vs. NVIDIA
- The signal vs. the noise in stock buybacks
- Vail Resort’s attempts to lure in Gen Z
Companies discussed: AVGO, NVDA, BRK-B, TTD, MTN
Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Bart Shannon
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