Marian Horace
02-05 18:07

$Broadcom(AVGO)$ Everyone needs to realize the companies with huge capex spending do so with AVGO not NVDA.

Different chips for different needs. NVDA is in a bit of trouble since LLM models rely on AVGO. This was unfairly beaten down by deepseek and the street is realizing this [Tongue][Tongue][Tongue]

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