"the last stock that I want to highlight here is one from the technology sector ... broadcom Inc avgo"

"Investing in Nvidia Google Broadcom Taiwan Semiconductor, and Micron means owning a huge chunk of AI's hardware stack from the GPUs and TPUs to the memory and networking chips."

"tem muita empresa que ainda tem um baita potencial de crescimento pros próximos anos."

"The fund held large positions in semiconductors such as Intel and Broadcom"

"essas empresas entraram aqui no lugar da Broadcom"

"my pick... would be first of all chips. Yeah. Broadcom, AVGO"

""Broadcom""