$Broadcom(AVGO)$ I added to my

I added to my AVGO position as a strategic play on the accelerating AI cycle. Recent developments around Alphabet’s Gemini platform, including rapid traffic growth and the launch of the cost-efficient Gemini 3 Flash model, reinforce my conviction that AI adoption is scaling faster and more broadly than expected. This sustained demand for high-performance, cost-effective AI infrastructure directly benefits Broadcom, given its exposure to custom AI chips, networking, and data-center solutions. AVGO stands to capture long-term value as hyperscalers continue investing aggressively in AI capabilities.

AVGO

01-16 22:37

USBroadcom

Side	Price \| Filled	Realized P&L
Buy Open	351.74 0	-1.71% Holding

Broadcom

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