Broadcom’s CEO said What?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 5 March 2026

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Broadcom hasn’t been the first company on investor’s minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company’s first quarter earnings report. Between its anticipated surge in AI related revenue and its plans to say ahead of supply chain shortages, Broadcom wants to be mentioned in the same sentence with NVIDIA.Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Broadcom’s earnings- Better Buy: Broadcom vs. NVIDIA- The signal vs. the noise in stock buybacks- Vail Resort’s attempts to lure in Gen ZCompanies discussed: AVGO, NVDA, BRK-B, TTD, MTNHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart ShannonAdvertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Broadcom had a record scratch moment today. This is Motley Full Money.
0:14.4	Welcome to Motley Full Money with the Hidden Gems team. I'm Tyler Crow, and today I'm joined
0:19.6	by longtime full contributors, Matt
0:21.3	Frankel and John Quest. Before we begin, we've been watching the situation in the Middle East
0:26.2	and the conflict in Iran, just like most everyone else here, probably listening to this podcast.
0:31.0	There will surely be a lot of investing worthy topics to come out of this, and it felt a bit
0:35.6	awkward not to acknowledge it at the top, even though it's not on our topics for today. There will likely be a lot of investing related topics to come out of this, and we'll get to them as we better digest and understand it. But I just wanted to acknowledge that even though it's not on the show, it is on our minds, and we're trying to deliver the best information we can to you in analysis when
0:54.4	we are able to do it. But on today's show, we're going to discuss a recent string of insider
0:59.4	stock purchases and we're going to discuss Vail resorts and their plea to get Generation Z on
1:05.1	the mountain. But first, I was getting a lot of, holy cow, did you see Broadcom's earnings report
1:10.6	messages this morning? So it seemed
1:12.3	like the appropriate time to open the show with this one. Shares of Broadcom are up 5.6% today
1:18.5	as we're taping in a down market after reported fiscal first quarter earnings. Earnings and revenue
1:24.1	beat expectation, but not so much that it would be getting all these messages in the morning. So, John, you were one of those messengers on Slack to me being like,
1:31.5	holy cow, did you see this? What did you see in the numbers? Well, here's your headline, Tyler.
1:36.6	Broadcom says it has a line of sight for $100 billion in annual AI revenue in 2027.
1:43.7	$100 billion in AI revenue. Now, if my math is right,
1:47.1	it's generated less than 30 billion in AI related revenue over the last 12 months. So compare
1:53.4	that 30 billion to 100 billion in 27. It's calling for a massive gain in this part of the
1:59.0	business. You might say that it's at an inflection point right here. And one of the really underappreciated aspects of Broadcom's
2:05.8	business is it actually has the raw materials to pull this off. And so if you listen to this
2:12.7	podcast, you know we've talked about potential bottlenecks in the AI industry. And I know that's
	...

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