The mainstream perspective:

The mainstream perspective:
- Broadcom's AI chips are used by Alphabet and other companies, and its sales rose 47% in the most recent quarter.
- Broadcom's AI-related infrastructure software sales spiked 200% year over year.
- CrowdStrike's revenue rose 32% year over year, driven by its AI-powered Falcon platform.
- CrowdStrike's Falcon platform offers comprehensive security solutions.
- Alphabet is reducing its stake in CrowdStrike and DexCom due to valuation concerns.
- Alphabet cites high price-to-sales and forward price-to-earnings ratios for its decision to reduce its position in these stocks.