$Broadcom(AVGO)$ I increased my position in Broadcom (AVGO) as the company continues to strengthen its leadership in AI infrastructure and next-generation networking. Its launch of a post-quantum cryptography-safe encryption solution positions AVGO at the forefront of future cybersecurity needs, especially as AI workloads scale. At the same time, its new 3nm optical DSP enhances efficiency and bandwidth for data centers, reinforcing its competitive edge. With strong institutional backing, including a higher price target from Morgan Stanley, and continued momentum in ASIC and networking demand, AVGO offers compelling long-term growth potential.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Close | 302.88 0 | -- Closed |
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