Mortimer Arthur
2024-12-30

$Broadcom(AVGO)$ I like this long term better than other chip stocks due to flexibility. Most people don't understand that AI and quantum computing are hitting serious obstacles and may seriously disappoint this year. Broadcom can still move forward anyway in the industry.

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Comments

  • Reglloyd
    2024-12-30
    Reglloyd
    If Palantir grows revenue at 40% for the next 3 years then I would agree. If DOGE -Department of Government Efficiency leans more on Palantir to help them find and to plug the extravagant spending , this may well be more revenue for Palantir… so this may / could be another area of revenue if Iam correct… but don’t bank on this as Palantir is pretty overvalued at $78…. The question to ask is, could we expect greater returns ? Do we hold , indefinitely based on the AI play here & could we expect an upward trajectory or just a sideways movement from now on until they grow at 40 % per year ?
    Ask the questions.
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