Broadcom Slides as AI Backlog, Margins Scrutinized

You have different sets of data. They gave us a figure which was a $73 billion backlog. >> Yep.>> This morning quite clearly the market would like to see a revenue number that's forward-looking. >> Yep. >> Yep.That's true. So, uh, so you're right. I think the I think what's interesting here, the reason why Broadcom is down is not about the is not about how revenue has perhaps missed expectations.First and foremost, some of the company actually beat and raised uh guidance. AI AI sales were above expectations ...