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Mike (1:59)
Let's talk about Broadcom. Broadcom is a company that is the 13th company to reach a trillion dollar valuation, I believe. Incredible in the history of the stock market. It was up 25, I think Friday running again today. 10 today. So talk about Broadcom. I know that's one of the companies actually Mike, can we put this screenshot up because we. I know you have put that in Eyo University app in September. Let's put this screenshot up to kind of explain. Okay, so talk about that because you talked about this company. So why. What. What's the. What's the. The vibe with Broadcom?
Troy (2:44)
Yeah, we spoke about it a few times. Definitely in September. At the time I think they were about to report their third quarter earnings around the infrastructure of AI. We talked about Nvidia. We talk about tsm obviously from a manufacturing standpoint, but inside it, these chips need to run at a high efficiency and one of those high efficiency producers of equipment is Broadcom. And so if we've seen this happen, right. Like we talk about the ecosystem of AI, this is one of those links that is necessary. And so if Nvidia is rising and we saw what they did, and I don't know if great is good enough anymore for Nvidia earnings. Right. We see 87% growth and that's not great. We see it happening inside the space. This is the next one in line. They had a ridiculous quarter, I think $87 billion. It was just absolutely. They blew out their earnings. The guidance is until 2027. Right. We talk about companies in, in the stages of where like, hey, will they talk about next quarter's guidance or will they talk about next year's? They're talking about their guidance and their roadmap till 2027, which tells you that they are in firm belief of their growth potential. Obviously, we've been talking about it. We said put on your watch list. We obviously in an Eyl University at 170 and the return has been incredible. I think we got up to 300. There's a lot of people who make some calls on that. So shout out to everybody that made money. But this is the type of thing when we talk about the economy around a space, whether it be data centers or whether it be AI. Yes, it's cool to have the company that is leading the charge, which is Nvidia. And that's great. And most people like, well, I'll wait till Nvidia comes down or did I miss the boat on it maybe. Right. But there's things that have to work in order for Nvidia to continue to excel. Broadcom is one of those companies in that chain. It just made two too much sense. And this is why it's leading right now.