$Broadcom(AVGO)$ I like it her

$Broadcom(AVGO)$ I like it here as an expression of these themes:

1) growing share of AI addressable market

2) gaining momentum while $NVDA slows down

3) early mover in CPO (co-packaged optical) networking, which will contribute in 2027

4) networking hardware gaining share of AI spending pie Trading on 31x 26e P/E, with a nice uptrend in earnings estimates supporting the multiple.

Potential further estimate upside from rising share of ex-GOOGL customers' (META, Bytedance, Apple, OpenAI) AI spend.[Sly][Sly][Sly]

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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