SvipS
10-03

$Broadcom(AVGO)$ It not moving as my expectation. Wondering how long more must I wait.. Just not investor cup of tea now. Gonna be a long wait.. Small holding, buying a bet that I hope will turn out well in future. Just hope it not going to take 5 years.   

Modified in.10-06
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Comments

  • dimzy
    10-05
    dimzy
    80% gross margin and FCF matter more here than dead price action lol. If those stay intact, why frame it as a 5 year wait
    • SvipS: 
      Typo. It should be not going to wait for 5 years.
  • littlesweetie
    10-05
    littlesweetie
    AVGO is moving, just not in the impatient way lol. The AI infra demand and integration story are still the part I care about most
    • SvipS: 
      Ya... that what I think too... but market still feel look it as a service provider instead of a product provider. I think that why it moving slow as expected economy slow down will reduce needed services rendered thru spending, thus reduce the optimise opportunity that AI growth bring.
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