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Broadcom, every mention

1 scene (said by Thomas Laffont) · ← back to Broadcom

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every year anyone Molly O'Shea 21Ken Venner 6Michael Hurlston 4Tony Kim 2Navin Chaddha 2Thomas Laffont 1Philip Clark 1Jordan Black 1Jaimin Rangwalla 1Israel "Izzy" Slotowicz 1

Verbatim, from the transcripts: the passages where Broadcom comes up

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Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 · Sourcery with Molly O'Shea Mar 6, 2026 · 1 mention

  • ▶ 12:17 Thomas Laffont Avago, as an example, is growing almost 40%, right, Avago Broadcom, and it's trading at a cheaper multiple of gap earnings.
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