NOBODY HERE understands how GOD DAMN BULLISH THIS OPENAI deal is for AVGO. I can’t stop thinking about this! AVGO can start pulling NVIDIA like numbers soon if they accelerate rate of deployment of their ASICS with more custoemers! THIS WILL MASSIVELY CUT THE LEAD NVDA HAS!! I can’t wait for next earnings call to hear what the status on the deal is. If they confirm it on the call just like they surprise investors about a third customer at AI event this is going to run!!
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