"Anyone looking to add may do so between $680 to $730 for an improved margin of safety. " Buy VMW and you will get AVGO for well below that. Of course, there's the risk the deal fails to go through, but in that case VMW would receive a substantial break fee to soften the blow, and VMW has been working with NVDA for several years on various projects and will be tagging along on the AI 'ride' in some shape or form anyway. $NVIDIA Corp(NVDA)$ $Broadcom(AVGO)$
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