Скачать или смотреть Broadcom's FY2025 Q4 Earnings Paradox: Why Wall Street Is Missing the Dual-Engine AI Story

Broadcom delivered a record-shattering fiscal fourth quarter for the period ending in November 2025, with $18 billion in revenue, yet the stock stumbled. This podcast unpacks the "earnings paradox" that has Wall Street worried about short-term margins. We dive into an analysis arguing that the market is overlooking Broadcom's brilliant "dual-engine" strategy. The first engine is a high-growth AI hardware powerhouse, effectively monopolizing the custom chip market and "selling the shovels" to AI giants. The second is a massive, stable software cash cow, supercharged by the VMware acquisition, that "collects the tolls" with a $73 billion backlog. Discover how this powerful synergy—where predictable software profits fuel explosive AI growth—is building an unassailable long-term moat. Is Broadcom a misunderstood value stock, or is it a premier AI growth play in disguise?
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