$Broadcom(AVGO)$ I made an additional investment in Broadcom (AVGO) due to its robust growth and strong financials. Infrastructure software revenues grew 25% YoY, driven by widespread adoption of its VCF platform post-VMware acquisition. This high-margin, recurring revenue stream complements Broadcom’s chip business and supports expanding AI and private cloud workloads. With $10 billion EBITDA and $6.4 billion free cash flow, the company demonstrates capital efficiency and shareholder value creation. Broadcom’s diversified business and strong cash flow profile make it a compelling long-term investment in the tech sector.
AVGO
07-02 21:50
USBroadcom
SidePrice | FilledRealized P&L
Buy
Open
265.44
0
+31.33%
Holding
Broadcom
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  • DeltaDrift
    ·07-04
    Solid funadamentals. How’s the current valuation?
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  • Great move! Love the strategy! [Wow]
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  • chimey
    ·07-04
    Great move
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