@JulianAlerander:$Broadcom(AVGO)$ $NVIDIA Corp(NVDA)$ Definitely not selling any NVIDIA. I’m still working my way through Broadcom. As far as I can assess, my case for Broadcom is like going to a bar and ordering two of the same cocktail. Both are great and apparently the same, but oje might have a bit more zing to it than the other. Trying to differentiate which is best is still seeming very abstract like that, but I can sort of see why Pelosi might be loading $5 million in options on Broadcom vs adding $1.7 million shares to her NVDA.

@ToughCoyote:$Apple(AAPL)$ The industry may have known about the rumors of stopping car production for a long time, so I am not particularly surprised by this. Let alone cars, Apple has been hesitant on Carplay for many years. Its implementation plan has no advantage over Hongmeng or even Meizu, and 2.0 is a niche within a niche. They are not good at in-depth software integration on hardware platforms that do not belong to them. Looking back now, maybe they never thought about doing it well from the beginning to the end. It is difficult to call car-machine OS a good business in the current domestic market. The only way to make money is through content payment and scene expansion. No car company is researching a system that can be