Follow Us
AVGOBroadcom Inc.$347.01
24h
-4.76%
11 Nov, 01:35
Broadcom gained 3.9% as an AI cash flow beneficiary
Bullish+4.53%
AI Summary
The author reviews the Nov 10 US market, noting that the AI supply chain is bifurcating based on cash collection timing, with Nvidia declining 5.5% and Broadcom rising 3.9%.
11.10 US Market Review Video: CPI was slightly hot, with the 10-year yield touching 5%. Nvidia fell 5.5%, Broadcom rose 3.9%, and the AI chain split in two based on "when money is collected." Key concept: Duration. https://youtu.be/LOqzkgUsFfE