$Broadcom(AVGO)$ I prefer to think of AVGO as a beautifully diversified melody of semiconductors, software and the cloud.

I own AVGO and have enjoyed trading aggressively and frequently around our core position in AVGO because it is so volatile. Throughout the year, I have been able to aggressively trade AVGO profitably. Quite recently I added to our position at $143 and then added more at $138. Then subsequently trimmed our position above $181. It's still one of our largest holdings, and I still plan to trim more above $190 and to buy shares back if it dips below $160 again.

I hold a very high level of conviction that AVGO should be owned AND also traded!

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