Broadcom’s Plumbing Problem: Why the Market Misses the Real Moat

The sell-off in Broadcom shares tells a story of competition and risk. The underlying business tells a different one — about the invisible infrastructure that makes the AI boom possible at all. Investors have spent the past week digesting a double dose of bad news. First came word that Google had expanded its custom AI […] The post Broadcom’s Plumbing Problem: Why the Market Misses the Real Moat…