AI trade isn't a bubble, says BD8's Barbara Doran
Youtube·2025-12-30 06:01
Barb, happy almost new year. Let's get right into it. You you you like Broadcom. Uh it had quite a run for a while. It was up more than Nvidia this year. Why is it still worth buying? >> Well, I think the stock when you look at the growth rates on this, they keep accelerating. Their backlog now is at some 73 billion. Their AI revenue is up over 70% and the management is looking out the next 18 months. See chips doubling and growth continuing strong. So I think that that what you're seeing is that people are ...