snuggix
09-11

$Broadcom(AVGO)$ Since 5 years, AVGO is my third position, after $NVIDIA Corp(NVDA)$ and $Taiwan Semiconductor Manufacturing(TSM)$ It’s a TOP company, also Mark Lipacis, maybe the best W.S. Technology analyst, just 5 days ago, right after the earning, rated $AVGO with a 201 price target. Many are criticizing their acquisition of $VMware(VMW)$ , instead, it was a great move for their diversified value proposition, to cleverly avoid a direct competition with NVDA, while $Advanced Micro Devices(AMD)$ , instead, chose the hardest way, but looks more a desperate chase down.

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