Broadcom just locked in $30B+ Apple deal through 2031 - Is this the most underrated stock in AI right now?

Broadcom disclosed a new multiyear agreement with Apple worth more than $30 billion, with Broadcom designing and producing custom silicon components and wireless connectivity technology for Apple products through 2031. Apple says this will lead to over 15 billion U.S. made chips and support hundreds of American jobs, and it's Apple's largest American Manufacturing Program commitment to date.

**My question for this sub:** with AVGO already up huge this year on AI custom silicon demand (Google, now this Apple lock-in), is there still room to run, or is this the kind of "great company, priced for perfection" setup where good news gets sold?

Curious what people are actually doing with their positions here - adding, holding, or trimming?