'Fast Money' traders react to Broadcom earnings
CNBC Television·2025-12-11 22:57

THE TPUS, THE CUSTOM CHIPS THAT THEY MAKE FOR THEM. BECAUSE A LOT OF THEIR CUSTOM BUSINESS DOES USE THOSE TPUS AS WELL. SO I THINK THAT'S A BIG FACTOR THAT MAYBE HASN'T BEEN ADDRESSED THUS FAR.>> YEAH. WHAT DO YOU MAKE OF THE STOCK REACTION IN LIGHT OF WHAT CHRISTINA SAID. >> I THINK THIS IS THE STOCK THAT GIVES A LOT OF RELIEF ACROSS THE SECTOR.I MEAN, AND BY THE WAY, FOR ALL THE NEGATIVITY THAT SEEMS TO BE AROUND THE CHIP SPACE AND ORACLE WE'RE GOING TO TALK ABOUT. BUT BUT REALLY SEMIS CONTINUE TO OUTPERF ...