Broadcom is no longer the ‘poor man’s Nvidia’ in the AI race

00:00 Speaker A

I think you guys are on the same page when it comes to Nvidia. You’ve got a buy equivalent rating on it, Stacey. Nancy likes that one. Let’s talk about Broadcom for a minute because Nancy, this is one that you’ve liked for a while. Um, do you still like it? What are you going to be looking for from Broadcom, Nancy, going forward?

00:33 Nancy Tengler

Yeah, we do, Julie. I mean, it’s our largest holding across all of our large cap equity strategies, member…