Locator: 46030INV.
AAPL: I completely missed it. AAPL had an incredible day at the end of the week — trending toward an all-time high — and with 4Q23 earnings behind it, nothing but tailwinds. Except for one thing and all investors are aware.
Broadcom: wow. Along with WMT and MSFT, hit new highs. BRK-B? Down.
Broadcom: the $69-billion deal with VMware deal delayed by China. Deadline: November 30. Xi visits Biden November 15.
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