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May 5, 2024

Monday's Musing: When The Hunters Become The Hunted

Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth

Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap.  With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth.  Digital giants by definition have deployed five key strategies:

Constellation Insights
March 7, 2024

Broadcom posts solid Q1, reiterates outlook

Broadcom's first quarter results were better-than-expected as technology buyers plan to closely watch comments about retaining VMware customers. Broadcom's chip business continues to benefit from the AI buildout.

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