SunTrust's Will Stein on Chip Stocks, Broadcom

The video discusses the current state of the semiconductor cycle, highlighting that the industry is in a bottoming process. It examines market indicators such as consumer sentiment and inventory momentum, predicting that Q2 or Q3 could mark the cycle's bottom, depending on trade conditions. The discussion also focuses on Broadcom, which may face challenges due to increased tariffs and the Huawei ban, potentially affecting its full-year guidance and free cash flow projections.

How might trade policy affect the semiconductor market according to the discussion?

What expectations does the speaker have regarding Broadcom's guidance?