I made an additional investment in AVGO stock following Rosenblatt analyst Kevin Cassidy’s upgrade of the price target to $440 from $400, while maintaining a “Buy” rating. The positive outlook is driven by strong expected performance in Broadcom’s TPU and XPU segments, signaling accelerating adoption in high-performance computing. Additionally, revenue growth is anticipated from the networking business as data center expansion continues. With these infrastructure tailwinds and potential earnings upside, AVGO presents a compelling opportunity for long-term growth, reinforcing confidence in the stock’s ability to outperform estimates in the near term.