š New Being Exponential podcast:
- #QCOM: AWS deal, new bull case
- #AVGO: custom silicon + networking
- #MRVL: #GOOGL, Anthropic, OpenAI, #META ties
- #HWM: casting moat, #SPCX threat overblown
- #LULU: weak fundamentals, new rivals
š youtu.be/oks0FVfc2Qc
