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On September 5, 2025, , , . , signaling heightened investor interest amid broader market shifts in AI infrastructure.
Broadcom’s recent quarterly performance highlighted growing momentum in the AI semiconductor sector. , . Its new Tomahawk Ultra Ethernet switch, designed for high-performance computing and AI workloads, positions it as a key competitor to NVIDIA’s NVLink technology. While
focuses on application-specific integrated circuits (ASICs) rather than general-purpose GPUs, its ability to secure custom AI chip contracts underscores a broader industry trend of diversifying supply chains. This competitive dynamic could indirectly influence investor sentiment toward , which operates in the gaming and real-time 3D content creation space, where AI-driven tools are increasingly critical.To evaluate this strategy accurately, several parameters require clarification: universe definition (e.g., U.S. listed stocks, index restrictions), position sizing (equal-weight vs. volume-weighted), transaction cost assumptions, and liquidity constraints. , 2022, , , , . Confirming these details will enable precise backtesting of the trading approach.

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