EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?

• After a challenging last decade, Broadcom is back on track with positive earnings results and a new customer for their custom ASIC business
• CEO Hawk Tan's confident and clear communication during the earnings call led to a significant stock price increase
• AMD's stock was down as investors may view Broadcom's success as a potential threat to their position as a second source alternative to Nvidia in the market

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