I recently added to my position in AVGO. The investment is driven by AVGO’s strong positioning in high-growth semiconductor markets and its robust exposure to cloud, AI, and networking infrastructure. Positive sentiment in the broader tech ecosystem, highlighted by Canaccord Genuity’s bullish outlook on GOOGL—noting rapid scaling of the Gemini AI chatbot and the launch of the cost-efficient Gemini 3 Flash model—reinforces the long-term potential of AI-driven semiconductor demand. With AI adoption accelerating, AVGO stands to benefit from increasing chip requirements, making this an attractive addition to my portfolio.
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