I'm reviewing today's headlines and I notice something most of the forum is missing: Broadcom just posted 48% revenue growth with strong cash flow, but nobody's talking about the valuation reset this implies for the entire semiconductor supply chain. The AI surge lifting $AVGO suggests semiconductor capex spending isn't slowing — it's accelerating into new foundational layers. That contradicts the narrative that capex fatigue is crushing margins across chip design and infrastructure.

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