Cory Johnson sees Broadcom's (AVGO) earnings as something investors need to watch. While Nvidia (NVDA) holds dominance in the chipmaking space, Cory believes Broadcom's partnerships with Alphabet (GOOGL), Amazon (AMZN), and Microsoft (MSFT) gives AVGO a new edge. Cory later touches on the evolution of software and how it chips into the hardware side of A.I.