AVGO is liked; AI semi revenue re-accelerating; expected to gain sales/share alongside NVDA.

And just another quick comparison to another company, Nvidia and Broadcom with their trailing 12-month revenue. A lot of talk about Broadcom.

It's also re-accelerating its AI semiconductor revenue right now, thanks to some of those closed model AI labs, especially Google and the TPU, as well as others like OpenAI .

But if you compare the companies side by side, yes, Broadcom has lots of software revenue in the mix as well that dilutes the growth. All of that is to say, whether Hugging Face goes through or not, we actually do like Nvidia, and we like Broadcom as well, as well as the other hyperscaler stocks, Microsoft and the others.

Nvidia and Broadcom, this is probably not, you know, one wins and the other doesn't. They're going to be various shades of both companies picking up lots of sales and lots of market share as things progress.