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Broadcom And Chill - AI's Winning Trade For 2026 (Rating Upgrade)
Seeking Alpha·2025-11-18 01:51

Last week, AMD’s ( AMD ) Lisa Su announced the $1 trillion TAM , joining an elite club of the AI accelerator end market estimated to be growing at 55-60% CAGR rates. Only two other AI accelerator companies form aUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as ...