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Posted by
Two Blokes Apr 20 -
Filed in
Stock
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19 views
Broadcom could benefit from the Trump administration's decision to clamp down on H20 with export restrictions to China. H20 is primarily designed for inference. Broadcom's custom AI accelerators can be optimized for what China's big tech needs and yet fulfill US requirements. AVGO fell about 45% through its recent lows, but buyers returned with conviction to stem a further collapse.
