Nvidia and the H200 landscape; Broadcom's strategic positioning

How investors should think about Trump approving Nvidia's H200 GPUs to China according to Tech Contrarians (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, OpenAI, and momentum around AI names (19:00).

Show Notes:
Nvidia, AMD, Intel rise as Trump approves sale of H200 chips to China, asks for 25% cut
Don't Fear AI Bubble, There Will Be Winners
AI Spending Surge, Contrarian Take On Tech Stocks

Episode Transcripts

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Published on 2 days, 18 hours ago

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