$Broadcom(AVGO)$ I won't debate the details but once I pick what appears to be a great company, I back the CEO and don't become a trader. AVGO has a great CEO, and no analyst knows what he will do next. A year ago, I sold some MSFT based on similar advice, instead of trusting the CEO. Nardella surprised by being well positioned for the AI boom. If the Broadcom stock goes down a bit in the short term, who cares? Hock Tan has already delivered me a 340% gain, so he has earned my confidence.
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