$Broadcom(AVGO)$ In my view, B

$Broadcom(AVGO)$ In my view, Broadcom’s AI play is still not widely appreciated because it doesn’t make GPUs and it doesn’t make LLM software.. But without networks for AI, there is no AI.

Broadcom is extremely well-positioned for this era, not because it is chasing the gen AI curve, but because it has a vision for a connect-centric world which happens to perfectly set it up for AI everywhere.

I’m only long two stocks, AVGO and UBER. I have a strong conviction on AVGO in the coming 4-7 quarters, being long with around 2,500 shares (=which is my largest position). Hopefully, it will do the work haha!

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