$Broadcom(AVGO.US) | Aletheia Capital ๐ซ๐๐ข๐ญ๐๐ซ๐๐ญ๐๐ฌ ๐๐ฎ๐ฒ on ๐๐ซ๐จ๐๐๐๐จ๐ฆ, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐๐ - $Alphabet(GOOGL.US)
Analyst sees near-term results as less important than the company's TPU roadmap with Google, noting rising uncertainties despite strong inferencing demand.
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