I added to my AVGO position following strong strategic and technological momentum. Broadcom’s launch of a post-quantum cryptography-safe encryption solution positions it ahead of emerging cybersecurity risks tied to AI-scale data environments. At the same time, its new 3nm 400G/lane optical DSP strengthens its leadership in high-speed connectivity for AI data centers, a key long-term growth driver. With over 120,000 units already deployed and ecosystem adoption expanding, execution risk appears low. Morgan Stanley’s raised target and continued overweight rating further reinforce confidence in sustained AI-driven revenue growth and margin expansion.