The market still perceives Broadcom ( AVGO ) as any other semiconductor giant basking on the AI CapEx train. But such a consensus opinion proves old, and indeed dangerous, since it fails to capture theHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Sty ...