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Broadcom

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 17, 2025 by Ranjan Roy · said 18 times in 7 episodes since 2023 · across every show →

Mentions by year

brought up most by Alex Kantrowitz (8), David Cahn (4), Stephanie Link (2), Ed Zitron (2), Pat Gelsinger (1), M.G. Siegler (1)

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2026 5 mentions in 2 episodes 3 per episode
2025 10 mentions in 3 episodes 3 per episode
2024 2 mentions in 1 episode
2023 1 mention in 1 episode

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Everything said about Broadcom, oldest first

Dec 17, 2025 bearish
Prediction Not checkable as stated
Roy: Infrastructure headwinds hitting Oracle will also hit Broadcom and Google
“I still think whatever hits Oracle and open AI will hit a Broadcom and a Google, at least in the, in terms of how people are pricing in the infrastructure side of things.”
Ranjan Roy Dec 17, 2025 ▶ 41:47 OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
Aug 5, 2026 positive
Opinion
Cahn: Hock Tan is one of the greatest CEOs in business history
“Hocktan is one of the all-time great CEOs in business history. Broadcom's is a premier brand. It's the number one design firm in semiconductors.”
David Cahn Aug 5, 2026 ▶ 55:39 How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
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