$Broadcom(AVGO)$ The market still doesn't give this one enough credit for the AI and networking mix baked into the business. It keeps getting treated like legacy semis even though the growth story says otherwise. The valuation makes more sense every quarter that custom silicon demand holds up. Feels like the re-rating isn't done yet.
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.
