$Broadcom(AVGO.US) up about 6% to 393 on the Apple deal, over $30B committed for 15B-plus US-made chips plus a $1.5B Fort Collins expansion. this is the quiet winner of the AI hardware trade, custom silicon for the biggest customers on earth. i've held it for the networking and custom ASIC story. adding a little on this, the Apple deal derisks a big chunk of forward revenue.
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