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 (seekingalpha.com/checkout/mp_1428?source=ie_po…) (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 (seekingalpha.com/news/4529512-nvidia-amd-intel…)
Don't Fear AI Bubble, There Will Be Winners (seekingalpha.com/article/4827015-dont-fear-ai-…)
AI Spending Surge, Contrarian Take On Tech Stocks (seekingalpha.com/article/4843461-ai-spending-s…)

Episode Transcripts (seekingalpha.com/author/investing-experts-podc…)

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