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Semiconductor stocks swing: What's next?
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$Broadcom (AVGO.US)$$NVIDIA (NVDA.US)$

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  • 102646575 : OpenAI would need trillions of dollars to create manufacturing plant like TSMC and to overtake Nvidia dominance in GPU space. As Jensen said it’s the flexity and economic of scale of the computing platform that is hard for competitor to break.

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