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Episode 69: Cybersecurity Stock Investor: Broadcom + VMware Shake-Up of Top Cybersecurity Stocks In 2024?
Broadcom is coming fresh off yet another record year of sales and profitability, and now it owns VMware! But that’s old news. Now the market is eyeing what Broadcom will actually do with VMware. CEO Hock Tan has said that the cybersecurity unit of VMware, Carbon Black, will be sold off. That could mean a boost for cybersecurity peers like CrowdStrike in 2024. Chip Stock Investors Nick and Kasey review where the fast-growing security software market is at right now, who might benefit the most from Broadcom’s shake-up, as well as a refresher on why top pure-plays in the industry Palo Alto…
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