Name: Mazza: AVGO 'One Of The Only Bright Spots in Tech These Days'
Uploaded: 2025-03-07T15:20:50.128-06:00
Duration: 7 min 22 s
Description: In the wake of a big Broadcom (AVGO) earnings beat, Dave Mazza sees it as the 8th member of the Mag 7. He calls it a "silent leader" despite it being a trillion dollar company, but now says it could benefit from being a "2nd-wave" winner in the A.I. trade. Dave recaps earnings moves from other tech names such as Marvell (MRVL) but also provides context to investors' pullback in tech ownership.

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In the wake of a big Broadcom (AVGO) earnings beat, Dave Mazza sees it as the 8th member of the Mag 7. He calls it a "silent leader" despite it being a trillion dollar company, but now says it could benefit from being a "2nd-wave" winner in the A.I. trade. Dave recaps earnings moves from other tech names such as Marvell (MRVL) but also provides context to investors' pullback in tech ownership.

Mazza: AVGO 'One Of The Only Bright Spots in Tech These Days'

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