apple c1 is here

[eatshitndie]

debut on the iphone 16e.

which means it’s time to sell qcom stocks.

 

[eatshitndie]

when apple debuts its own bluetooth and wifi chip next year, it’s time to sell broadcom (avgo) stocks.

 

[Chase]

when apple debuts its own bluetooth and wifi chip next year, it’s time to sell broadcom (avgo) stocks.

broadcom already lost focus in recent years, just interested in M&A, heavily indebted.

behave more like softbank hahaa

 

[congo9]

Broadcom is a good company

 

[laksaboy]

Broadcom is a good company

Better to have your in-house chips and hardware. Samsung tried to do this with Exynos, but it's so shit it had to revert to using Qualcomm Snapdragon.

 

[KingFook Sr]

Broadcom is a good company

Very good for investors ... so far.
Time to divest?

 

[congo9]

Better to have your in-house chips and hardware. Samsung tried to do this with Exynos, but it's so shit it had to revert to using Qualcomm Snapdragon.

You want to design and manufacture cutting edge chip. It's a very very hard act to balance.

TSMC is is still the best.

 

[congo9]

Maybe with different thinking or different philosophy we can actually make the technological leap.

 

[red amoeba]

the timing is perfect, with Trump MAGA serving as a strong backup...