Broadcom Q4 Revenue Soars 28% to $18B, Druckenmiller Sells Stake

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Broadcom posted Q4 revenue of $18 billion, up 28% year-over-year, and guides Q1 AI semiconductor revenue of $8.2 billion, bolstered by VMware’s high-margin software segment. In Q3, Stanley Druckenmiller sold Broadcom shares to buy Sandisk, signaling hedge-fund repositioning despite Broadcom’s cheap forward-earnings multiples.

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