$Broadcom(AVGO)$ For AVGO, I think the historic precedent is the key to the theme. Without that framework, I doubt I could be bullish, especially since, as another commenter pointed out, this stock is expensive.It will likely play out this way for AI too. And I’m sure this development will stretch way beyond the rest of my life expectancy. But the here and now opportunity doesn’t lie in the finished product, It lies in all the things that get done as the world moves from here to there. That’s why I’m so interested in the “enablers,” in both tech and in the industrial sector. By the tine the world gets the finished product, the stock market may have moved off of Ai to focus on companies building/enabling some other thing.
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