《If You Missed Palantir... These 5 AI Stocks are Next》
尽管存在客户自研（insourcing）风险，Broadcom凭借AI增长和现金流具备出色的长期潜力；说话者打算在出现有吸引力的机会时买入。
今天，我将谈谈AMD、Broadcom、Amazon、Meta和Nvidia。
Today , I will talk about AMD, Broadcom, Amazon, Meta, and Nvidia.
Broadcom是受益于全球最大科技公司构建人工智能基础设施方式发生重大变化的公司之一。Broadcom帮助大型科技公司设计定制化的人工智能加速器，同时提供在庞大数据中心内连接数千枚芯片的网络技术。
Broadcom is one of the companies benefiting from a major change in how the world's largest technology companies are building their artificial intelligence infrastructure. Broadcom helps major technology companies design customized AI accelerators, while providing networking technologies that connect thousands of chips within massive data centers.