Qualitative discussion on the short-term impact of $Broadcom(AVGO.US)'s earnings report on related stocks:
$NVIDIA(NVDA.US), slightly bearish, reduced dependence on major clients.
AMD, bearish, reduced scarcity as a backup option.
$Alphabet(GOOGL.US), slightly bullish, further confirmation of TPU advantage.
$Taiwan Semiconductor(TSM.US), bullish, reduced dependence on downstream single users, gross margin supported.
Other major chip consumers/cloud platforms, similar to Google, slightly bullish. Increased possibility of cost reduction and efficiency improvement.
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