All semis can get a big boost from a Biden win, because he will will likely relax US-China trade tensions which pressured markets during Trump's term. This and Nvidia are trying to do takeovers that require the permission of the Chinese government. Broadcom's CEO is very acquisitive, but ever since the trade war, China has made these deals very hard, while Washington treats AVGO as it it's too close to the Chinese government. So, without the trade war, AVGO can return to big deals.

All semis can get a big boost from a Biden win, because he will will likely relax US-China trade tensions which pressured markets during Trump's term. Broadcom and Nvidia are trying to do takeovers that require the permission of the Chinese government. NVDA is trying to buy Arm Holdings, a great company, but China dragged its feet when NVDA tried to buy a company despite no anti-trust worries. This will change under Biden.

They make great chips that are in strong demand by China. All semis can get a big boost from a Biden win, because he will will likely relax US-China trade tensions which pressured markets during Trump's term.