rich1.0CapitMonet (npub15q…n43pr)https://nostr.ae/npub15qydznwe6gl3j57qusn0x8tum2fxlgkyt30udrpz6tctngr22zkqvn43prnjumphttps://nostr.aeEveryone talks about Nvidia. Fewer people talk about the company building the other half of the AI stack — custom silicon and networking. $AVGO — Broadcom. A thread on why it might be one of the most underappreciated AI infrastructure plays right now. (1/5)