Broadcom (AVGO) shares are surging after announcing a partnership with OpenAI to deploy 10 gigawatts of custom AI accelerators. Patrick Mueller expects a choppy market ahead due to tariff concerns and inflation, but remains bullish on AI and tech stocks like Nvidia (NVDA) and AMD (AMD), as well as value companies like Berkshire Hathaway (BRK/B).
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13 Oct 2025
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