1. Broadcom Inc. is a global tech leader in semiconductors and enterprise software, significantly benefiting from the AI boom. 2. Despite strong financials and a promising AI market, recent news about Chinese AI lab DeepSeek has created near-term uncertainty. 3. AVGO's AI revenue surged 220% YoY in 2024, with a projected Serviceable Addressable Market of $60-90 billion by 2027.