$Broadcom(AVGO)$
They were smart enough to host innovation competitions and keep a keen eye on other companies bringing new capabilities to the marketplace. In that manner, Microsoft works like an aggregator that can acquire, curate and scale technology like few other companies. In hindsight, I would have held my MSFT.
Now deep into AVGO, that hindsight will keep me focused forward and not sweating "trend" volatility. I see in Broadcom a business that will achieve 10-11x current market cap in my remaining lifetime. Visit the Microsoft story and performance over the last 25 years.
My only concern is how leadership succession and continuity will look moving forward. Mr. Tan has done amazing work.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
