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

For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions