《Broadcom Stock is Buy. I Was Wrong.》
尽管承认AVGO受AI驱动的基本面增长强劲，但出于机会成本考虑，目前不买入AVGO。
那么，这些芯片背后是谁？是博通，股票代码AVGO。博通股票近年来大幅上涨，过去5年上涨了637%，目前是全球第八大市值公司，市值达1.75万亿美元。
So, who is behind all of these chips? Well, it's Broadcom, ticker symbol AVGO. Broadcom stock has seen its stock surge in recent years up 637% over the past 5 years, and it's now the eighth most valuable company in the world with a market cap of $1.75 trillion.
他们刚刚公布了财报，业务蓬勃发展。营收同比增长86%，每股收益同比增长96%，AI半导体收入同比增长221%。他们实现了创纪录的自由现金流，并上调了指引。
They just reported earnings and business is booming. Revenue is up 86% year over year, earnings per share is up 96% year over year, AI semiconductor revenue is up 221% year over year. They hit record free cash flow and they raised their guidance.