$Broadcom(AVGO)$ I have added to my position in AVGO, reflecting confidence in Broadcom Inc.’s strong positioning in AI and networking. Jefferies maintains a Buy rating with a $500 price target, implying roughly 45% upside. The firm highlights Broadcom’s lead over MediaTek in v8 chips and its continued edge with v9 chips, addressing concerns about the COT business. With Google projected to source 85–90% of its CY27 6 million-unit demand from Broadcom—and potential for higher volumes—the company’s growth trajectory appears robust, supporting a long-term bullish stance on AVGO.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 328.16 0 | -0.96% Holding |
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