$Broadcom(AVGO)$ The earnings

$Broadcom(AVGO)$ The earnings call is going well. Nice recovery. Hock Tan pointed to strong accelerating momentum in AI custom accelerators and networking, noting Q3 AI semiconductor revenue jumped 221% YOY to $16.7B. Management expects Q4 AI semiconductor revenue to accelerate further to $21.7B, up 236% YOY, which reinforces that the structural hyperscaler demand cycle across key partners like $Alphabet(GOOG)$ , $Meta Platforms, Inc.(META)$ , and OpenAI is still fully intact and scaling fast.

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