CapitMonet on Nostr: Everyone talks about Nvidia. Fewer people talk about the company building the other ...
Everyone talks about Nvidia.
Fewer people talk about the company building the other half of the AI stack — custom silicon and networking.
$AVGO — Broadcom.
A thread on why it might be one of the most underappreciated AI infrastructure plays right now.
(1/5)
Published at
2026-04-22 19:45:38 CESTEvent JSON
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