Locator: 49039JARGON.
Updates
September 9, 2025: RPOs -- Oracle / Larry Ellison benefited from RPOs noted during its earning report September 9, 2025. Link here. RPOs:
In technology, "RPO" most commonly refers to Recruitment Process Outsourcing, a business model where a company outsources some or all of its talent acquisition and recruiting functions to a specialized third-party provider, acting as an extension of the internal team. This allows the company to benefit from the provider's expertise, technology, and resources to find and hire top talent more efficiently.
Original Post
Broadcom is getting a lot of attention now, and the stock is having a parabolic move, as they say.
It's all due to XPUs.
"The Secret Sauce," Michael Fitzsimmons, September 8, 2025. If unable to access due to paywall, the next link is just as good, at Morningstar:
- "Buckle up, torrid AI growth is accelerating," September 5, 2025. Link here. Morningstar raises its fair value estimate for Broadcom stock.
- fair value estimate: $325
- three-star rating
- moat: wide
- uncertainty rating: high
The "Jargon_Tech" tag will help .
