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Nancy Tengler talks about her bullishness on Broadcom (AVGO), calling it a notable long-term trade. On the broader A.I. front, she says it's okay Nvidia (NVDA) and other semiconductor companies consolidated, believing they "will rally again."

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Nancy Tengler: AVGO 'Poor Man's Nvidia,' NVDA 'Will Rally Again'

Schwab Network

Nancy Tengler: AVGO 'Poor Man's Nvidia,' NVDA 'Will Rally Again'