AVGO & CRWD: Two Sides in Same AI Trade Where Perfection's Priced In

James Czerniawski breaks down Broadcom (AVGO) and CrowdStrike (CRWD) earnings to highlight the hardware and software angles of the AI trade. On Broadcom, he says the company posted good earnings but couldn't meet sky-high guidance expectations. It's a similar story in CrowdStrike for software. James highlights the path ahead he sees for both companies following the negative reaction to earnings.

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