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

Beskrivelse

$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

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