Broadcom: Feeding The AI Frenzy

PSG2010
2023-06-13

"Anyone looking to add may do so between $680 to $730 for an improved margin of safety. " Buy VMW and you will get AVGO for well below that. Of course, there's the risk the deal fails to go through, but in that case VMW would receive a substantial break fee to soften the blow, and VMW has been working with NVDA for several years on various projects and will be tagging along on the AI 'ride' in some shape or form anyway. $NVIDIA Corp(NVDA)$ $Broadcom(AVGO)$

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Dereth
    2023-07-13
    Dereth
    Broadcom for the win!
Leave a comment
1