$AVGO (+0,36%) AI + cloud spending boost demand for networking & custom chips.
✅ Apple contracts + VMware synergies
⚠️ Valuation risk + customer concentration
Dip-buy case: ongoing hyperscaler demand + VMware integration
$AVGO (+0,36%) AI + cloud spending boost demand for networking & custom chips.
✅ Apple contracts + VMware synergies
⚠️ Valuation risk + customer concentration
Dip-buy case: ongoing hyperscaler demand + VMware integration