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🦕 “Dino IPO” — Stegosaurus goes public. Mattel’s Hot Wheels win. Broadcom’s BATMMAAN stocks.

The Best One Yet

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Broadcom's Rise and Tech Titans

This chapter explores Broadcom's $1 trillion valuation driven by the AI surge and likens its role to an 'egg carton' for NVIDIA's chips. It also discusses the formation of the 'Batman' tech companies, their classification, and the broader implications for the market.

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