BROADCOM'S 3-DAY NIGHTMARE: When AI Growth Becomes an F-Word (And It's Not the One You Think) A Humorous Deep-Dive into the Most Paradoxical Tech Sell-Off Since DeepSeek Made Us Question Everything Imagine this: You're at a dinner party and someone asks how your restaurant chain is doing. You respond with unbridled enthusiasm: "Sales are up 28%! Revenue just hit an all-time record at $64 billion! We just secured $73 billion in advance orders!" Everyone applauds. You take a bow. Then—inexplicably—the host asks you to leave. Welcome to Broadcom's week. THE SETUP: What Happened in Broadcom's Tragic 3-Day Arc On December 10th, 2025, Broadcom was trading at $412.97—basically the AI darling of the semiconductor world, up 55% year-to-date, riding the wave of hyperscaler demand like a boss. Then c
$NVIDIA(NVDA)$ For Chinese companies, there are no local alternative chip that is able is perform to Nvidia's robust architecture. CUDA remains the default for most ML frameworks and workflows due to its long history, optimized libraries, and end-to-end tooling, which translates into faster time-to-results and lower engineering risk for production AI. Bottom line: viable alternatives exist and are improving quickly, but CUDA’s ecosystem remains the most mature and operationally frictionless for AI in 2025.
$Apple(AAPL)$Apple overtook Samsung to become the largest smartphone vendor worldwide in the fourth quarter of 2020, a feat not achieved by Apple since 2016, according to market data by Gartner.