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CHET'S TAKE (the full rant)
Everyone's chasing Nvidia and missing Broadcom. AVGO is the backbone of the AI trade — custom chips, networking silicon, VMware integration printing cash. This isn't a speculation, it's an infrastructure bet. The kind of company that makes money whether AI hype cools or not. I'm adding here and not looking back. This is Chet's highest conviction stock play right now.
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