$Broadcom(AVGO)$ I made an additional investment in AVGO following Rosenblatt analyst Kevin Cassidy’s recent reaffirmation of a “Buy” rating and increase of the price target from $400 to $440. This outlook highlights Broadcom’s strong growth potential driven by accelerating shipments of TPU and growing traction with XPU technologies, which are critical for AI and high-performance computing. The firm also expects revenue upside from the networking segment as data center expansion continues. With these infrastructure tailwinds and solid earnings prospects, AVGO presents a compelling opportunity for investors seeking exposure to semiconductor growth and AI-driven demand.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 344.07 0 | -5.17% Holding |
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