$Broadcom(AVGO)$ This is one of the few mega-cap names where the growth story is still doing the heavy lifting. If earnings compound at 50%+ annually through 2028, today's valuation won't look nearly as stretched as the bears argue. A $650-$655 range by year-end 2028 isn't hard to model. The real question is whether the market keeps paying up for that growth along the way.
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