Broadcom (AVGO) is expected to grow 80% year-over-year, says CFRA's Angelo Zino, though he tells investors to watch for entrenchment in the company's TPU business. Growth in that part of Broadcom's business is something he believes will extend its growth runway. Angelo adds that it's important existing customers like Alphabet (GOOGL) and Anthropic spend more with the Big Tech firm down the road.