TopPicks from Shane Obata, portfolio manager, Middlefield Capital
Broadcom provides GARP exposure within the high-beta semiconductor industry. The company is well-diversified across reporting segments, end markets and functions. Key growth areas include data center networking and custom chips for AI acceleration. Taken together, we expect that Broadcom’s AI-related revenues could amount to at least $7.5 billion in 2024, which would position the company as the second-largest AI compute/networking semiconductor business behind Nvidia.
office now accounts for just two per cent of its real estate portfolio. With over $190 billion in dry powder, BX is well positioned to deploy capital into depressed assets as we move past peak inflation/rates.Nintendo is a Japanese video game company that is best known for its highly successful franchises such as Mario, Zelda and Pokémon.
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