I made an additional investment in AVGO based on its growing momentum in custom AI chips. Broadcom’s collaboration with Alphabet on TPUs showcased its ability to deliver cost-efficient, high-performance AI solutions. This success has attracted a wave of new customers, including Apple, positioning Broadcom to tap into a $60–$90 billion market opportunity by FY2027. While it won’t capture the entire market, its leadership and expanding customer base point to strong long-term growth. I see AVGO as a high-conviction play on the accelerating adoption of AI infrastructure.
$Broadcom(AVGO)$ 
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