William_Potter/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify    Tech Contrarians offer context about how we should be thinking about President Trump approving Nvidia's H200 GPUs to China (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, OpenAI, and momentum around AI names (19:00). Transcript Rena Sherbill: Sara Awad from Tech Contrarians. Always great to have you on talking tech and updating us on what you think of that part of  ...