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Broadcom is not a small business relative to Apple. It's about one-tenth the size at 270-ish billion. Big companies in some ways can scale and stay with one or two really big customers for a much longer time than often a smaller company can do. I think we might all have to do a little bit of Berkshire Hathaway type exercise. They just trimmed TSMC from their portfolio, I believe, because of geopolitical risks. Maybe it is time to ask ourselves, how much exposure do I have to the worst-case scenario?
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