Broadcom's AI infrastructure thesis validated: 106% YoY AI revenue growth to $8.4B Q1, $73B backlog, targeting $100B by 2027. 🔬 Systematic 'Menlo Park Method' analysis reveals their vertical integration advantage with Google deals through 2031. https://post.kapualabs.com/yckne25z #AIInfrastructure #Semiconductors #Investing $AVGO