I'm Jim Kramer and you're about to hear a sample taken directly from today's

CBC Investing Club morning meeting.

I think that Broadcom is now our largest period.

It is off of this huge surge the last couple of days.

And look, do we have personal pride in it?

You bet.

I mean, look, when you're trying to figure out what you're doing

in your life, and I'm talking, don't be existential with you and me, but we held onto this, and this is one, if you remember, we bought in the end of September. I just had a, I had a hernia, and I can't, and we were looking at the stock, and I just said, go bye, bye, bye, and you agree with me and it was the last time it was down.

And then the insiders brought incredibly.

A couple years ago. It has been a big view. It was actually three years ago. It's when we put the piece together. Yeah. And so, yes, what did Brockham say Thursday night that has caused this big rally? Well, it's this acceleration in XPs. That's the custom chips that they make for

customers widely believed to be alphabet, meta, byte dance, and now even maybe open AI, as

what it was revealed last weekend. The move in Broadcom, it is creating, re-sparking a debate

between Broadcom versus Nvidia, the custom chips versus the GPUs.

City today, you don't see this too often

into-recorded, but they lower the Nvidia press target by $10.

So they maintain it by.

200 bucks, it's about 20% upside from here.

And they're basically, this is reflecting

maybe a slight share shift to Broadcom and the

accelerating year-over-year XPU growth.

But, and maybe this is why NVIDIA down four straight weeks entering today, down six

of seven days entering today.

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