Broadcom reported $22B of revenue (+48% YoY), EPS of $2.44, EBITDA of $15.2B and FCF of $10.3B with AI semiconductor revenue being $10.8B (+143% YoY) and management guided Q3 AI semiconductor revenue to $16B (+200% YoY). Strong numbers but the problem is that Broadcom has become one of the most crowded “AI infrastructure winner” trades […]