Broadcom: May 13 Could've Been The Real Liberation Day

  • In the past 1~2 months, Broadcom Inc. (AVGO) stock prices have been largely impacted by the tariff disputes that started on April 2, 2025, the so-called "Liberation Day". I believe May 13 to be the 'true' Liberation Day for AVGO with the rescission of the Biden's administration AI diffusion rule. I expect the rescission rule to be followed by loosened export restrictions for AVGO's AI-related products.