I made an additional investment in AVGO stock, driven by strong performance in the third quarter, especially in AI networking and custom accelerator semiconductors. Broadcom’s long-term outlook for its AI business is particularly compelling, with a $60 billion to $90 billion market opportunity. The company’s ability to surpass investor expectations and integrate VMware ahead of schedule further strengthens its growth prospects. With expanding margins and strong AI content growth, I see Broadcom as well-positioned to deliver substantial long-term value, making this an attractive investment.
I opened 0.00583 share(s) $Broadcom(AVGO)$ ,
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