“Why Nvidia's Biggest Deal Ever Might Get Blocked”
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 .