For Broadcom Inc. (NASDAQ:AVGO), just like with NVIDIA, the debate is all about sustained demand for AI compute. And just as with NVIDIA, Cramer's a big fan of the firm. The CNBC TV host regularly praises Broadcom Inc. (NASDAQ:AVGO)'s CEO for being one of the top executives in the industry. Naturally, with the debate having shifted recently to the demand for compute after major AI executives called for a slowdown, Cramer couldn't believe the market didn't optimistically evaluate CEO Hock Tan's claims: "Hock Tan, said there will be no slowdown and the orders are great. And people are like, woah, who's that guy? 1.6 trillion dollar company, does it mean anything? The stock's back to where it was when they reported!
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