AVGO Earnings Show A.I. Demand "Accelerating" Amid Long-Term Buildout
It's time now for our 360 round. For that, let's bring in our panel to discuss Broadcom. Joining us now, Kim Forest, founder and chief investment officer at Bokeh Capital Partners, and William Kerwin, equity analyst at Morning Star.Kim, we'll start with you. You know, I'd love to get your thoughts just on the report that we got yesterday and also the response that we're seeing since getting those numbers. >> Right.Well, initially it looked like, you know, things were bon Mare. Everything was great. You know ...