Broadcom ripped 200% in eight months ($138 to $418) on a simple story: custom AI silicon and networking were unassailable moats. Then it gave back 24%. That does not seem like profit taking. It feels like the market is starting to ask what happens when your four biggest
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Broadcom ripped 200% in eight months ($138 to $418) on a simple story: custom AI silicon and networking were unassailable moats. Then it gave back 24%. That does not seem like profit taking. It feels like the market is starting to ask what happens when your four biggest