Broadcom: OpenAI Deal Is A Game Changer
Broadcom (NASDAQ: AVGO ) just landed a massive AI infrastructure deal with OpenAI. We are talking about massive scale, which is 10 gigawatts of AI accelerators, enough power to run a small city. Apart from this massive deal, there areComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now ...