Markets, Meditations, and Mental Models

Super Brief: $10.8 Billion Wasn't Enough — Super Brief

8 min · 4. Juni 2026
Episode Super Brief: $10.8 Billion Wasn't Enough — Super Brief Cover

Beschreibung

$10.8 Billion Wasn't Enough. Broadcom reported record AI semiconductor revenue of $10.8 billion, guided next quarter to $16 billion at 200% year-over-year growth, and fell 3%. CrowdStrike posted record ARR, record cash flow, announced a 4-for-1 split, raised full-year guidance, and fell 9%. Five consecutive AI infrastructure be

Kommentare

0

Sei die erste Person, die kommentiert

Melde dich jetzt an und werde Teil der Markets, Meditations, and Mental Models-Community!

Loslegen

2 Monate für 1 €

Dann 4,99 € / Monat · Jederzeit kündbar.

  • Podcasts nur bei Podimo
  • 20 Stunden Hörbücher / Monat
  • Alle kostenlosen Podcasts

Alle Folgen

136 Folgen