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Broadcom: AI SAM Just Bumped Up To $110B-$140B (NASDAQ:AVGO)
Seeking Alpha· 2025-10-15 17:01
Core Insights - Broadcom Inc. announced the addition of a significant fourth customer during its Q3 '25 earnings call, which was previously unanticipated by the market [1]. Group 1 - The market had a consensus expectation regarding Broadcom's customer base prior to the earnings call [1].