The Ledger

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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

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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