$Broadcom(AVGO)$ I made an additional investment in AVGO stock following Rosenblatt analyst Kevin Cassidy’s recent upgrade of the price target from $400 to $440, while maintaining a “Buy” rating. The bullish outlook is supported by strong growth in TPU and XPU adoption, which is expected to drive earnings above estimates. Broadcom’s networking business is also positioned to benefit from expanding data center infrastructure, adding further revenue potential. With multiple growth levers in both AI hardware and networking, this investment aligns with a strategy to capture upside from technology-driven infrastructure trends and accelerating demand.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 344.43 0 | -4.05% Holding |
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