In today’s post:
AI's biggest winner isn't NVDA
AI's biggest winner isn't NVDA
Let's get one thing out of the way: yes, the stock is up 175% since last April. No, that doesn't mean the trade is over.
Broadcom $AVGO ( ▼ 0.76% ) sits at a $2 trillion market cap, and first instinct says "horse has bolted." But when you look at what's coming, that instinct is wrong.
The AI capex machine is still accelerating… hard.
Alphabet, Amazon, and Microsoft alone are expected to drop $690 billion on capex this year. That money has to go somewhere. A lot of it flows straight through Broadcom.
So what does Broadcom actually do?
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