$Broadcom(AVGO)$ Spent the back half of last week sitting right around $320 after Thursday's ~4% drop. Honestly, I think Wednesday's Alphabet call matters more for it than anything Broadcom says itself. If Google sounds confident on TPU demand, the worry about it spreading chip work to other designers probably cools off. If the capex talk gets shaky, it likely goes down with the rest of semis. I'm long AVGO, so factor that into my read.
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