
"Now, this is also really strong for Bracom, ticker AVGO. We can see after hours the stock is up roughly 1.6%. The reason this is very bullish for Bracom is Bracom is the one that helps Google kind of build these chips, not the manufacturing but the design process and they get a form of fee because of it."
The speaker offers a bullish commentary on Broadcom (AVGO), highlighting its after-hours performance and its key role in enabling Google to design chips, which is seen as a strong positive catalyst for the stock.
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