$Broadcom(AVGO)$ $Microsoft(MS

$Broadcom(AVGO)$ $Microsoft(MSFT)$ Long term (as in the next 10 years) you have to follow the money trail. AI is here to stay and not just hype because there lots of hype of course. But there is a real case for this ai race. The money is pouring into data centers all over the world. AVGO is well positioned to be in every data center where billions upon billions are flowing to. Just today alone MSFT announced $80B to build data centers. You can’t win the AI race without AVGO. I’m long on this for the next few years! But on a daily basis you adhd day traders can cry and complain about daily movements and it’s just a drop in the bucket long term.

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