Broadcom’s Expertise In SerDes And DSP Drives Success In An AI World (NASDAQ:AVGO)

Broadcom ( AVGO ) builds Serializer/Deserializer (“SerDes”) into the chips they co-design with customers, enabling high-speed connections between them within AI clusters. The analog circuits in the SerDes receiver do the preliminary work of amplifying and shaping the degraded signal before handing it offI'm an individual investor heavily influenced by Warren Buffett and Charlie Munger. Munger's 1994 USC Business School Speech is something I think about a lot: "Over the long term, it's hard for a stock to ea ...