$Broadcom(AVGO)$ For AVGO, I t

$Broadcom(AVGO)$ For AVGO, I think the historic precedent is the key to the theme. Without that framework, I doubt I could be bullish, especially since, as another commenter pointed out, this stock is expensive.It will likely play out this way for AI too. And I’m sure this development will stretch way beyond the rest of my life expectancy. But the here and now opportunity doesn’t lie in the finished product, It lies in all the things that get done as the world moves from here to there. That’s why I’m so interested in the “enablers,” in both tech and in the industrial sector. By the tine the world gets the finished product, the stock market may have moved off of Ai to focus on companies building/enabling some other thing.

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

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":359232323624984,"tweetId":"359232323624984","gmtCreate":1728711257600,"gmtModify":1728711261830,"author":{"id":3479274759070660,"idStr":"3479274759070660","authorId":3479274759070660,"authorIdStr":"3479274759070660","name":"windy00","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":223,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <v-v data-views=\"1\"></v-v>For AVGO, I think the historic precedent is the key to the theme. Without that framework, I doubt I could be bullish, especially since, as another commenter pointed out, this stock is expensive.It will likely play out this way for AI too. And I’m sure this development will stretch way beyond the rest of my life expectancy. But the here and now opportunity doesn’t lie in the finished product, It lies in all the things that get done as the world moves from here to there. That’s why I’m so interested in the “enablers,” in both tech and in the industrial sector. By the tine the world gets the finished product, the stock market may have moved off of Ai to focus on companies building/enabling some other thing.</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <v-v data-views=\"1\"></v-v>For AVGO, I think the historic precedent is the key to the theme. Without that framework, I doubt I could be bullish, especially since, as another commenter pointed out, this stock is expensive.It will likely play out this way for AI too. And I’m sure this development will stretch way beyond the rest of my life expectancy. But the here and now opportunity doesn’t lie in the finished product, It lies in all the things that get done as the world moves from here to there. That’s why I’m so interested in the “enablers,” in both tech and in the industrial sector. By the tine the world gets the finished product, the stock market may have moved off of Ai to focus on companies building/enabling some other thing.</p></body></html>","text":"$Broadcom(AVGO)$ For AVGO, I think the historic precedent is the key to the theme. Without that framework, I doubt I could be bullish, especially since, as another commenter pointed out, this stock is expensive.It will likely play out this way for AI too. And I’m sure this development will stretch way beyond the rest of my life expectancy. But the here and now opportunity doesn’t lie in the finished product, It lies in all the things that get done as the world moves from here to there. That’s why I’m so interested in the “enablers,” in both tech and in the industrial sector. By the tine the world gets the finished product, the stock market may have moved off of Ai to focus on companies building/enabling some other thing.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/359232323624984","repostId":0,"isVote":1,"tweetType":1,"viewCount":345,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AVGO"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":602,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/359232323624984"}