SSNLF AVGO Samsung and Broadcom announced a $200B pact to widen their collaboration on memory and Foundry technologies. Even as the market g

SSNLF AVGO Samsung and Broadcom announced a $200B pact to widen their collaboration on memory and Foundry technologies. Even as the market grows uneasy about AI infrastructure spending levels, the companies designing and making the chips are forging ahead. We own Broadcom for the Club because it's the leading designer of custom AI chips for tech giants like Google and Meta Platforms. We get earnings from Meta, Amazon, and Microsoft this week. - per Cramer Investing Club Newsletter