I added to my position in Broadcom after its strong momentum confirmed improving market confidence. The stock gained 4.4% last week, 10.9% this month, and is up 59.3% year-to-date, with a remarkable 121% rise over the past year. Beyond price action, Broadcom’s expanding footprint in AI semiconductors and strategic acquisitions are strengthening its long-term growth narrative. These moves could reshape earnings visibility and risk-reward dynamics, making AVGO an increasingly compelling core tech holding in my portfolio.
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- HaydenBruce·12-05 23:28AVGO's AI roadmap looks unstoppable [看涨] Strong conviction play!LikeReport