$Broadcom(AVGO.US)$Marvell Tech(MRVL.US) Broadcom's logic is still solid. Q2 FY2026 AI semiconductor revenue was $10.8B, with Q3 guidance at $16B, making it the most certain. Although we always complain that the CEO can't paint a rosy picture, have you ever thought that people can change? What if one day the CEO starts painting a rosy picture? If the time frame is 1 year, MU/SK Hynix > MRVL > AVGO
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