$Broadcom(AVGO)$ I made an additional investment in AVGO stock, driven by its strong growth potential in AI and networking. Jefferies maintains a Buy rating with a $500 price target, implying roughly 45% upside. The firm highlights Broadcom’s leadership in custom on-package (COT) solutions, noting it is well ahead of MediaTek on v8 chips and poised to extend that advantage with v9 chips. With Google expected to source 85-90% of its projected 6 million CY27 units from Broadcom, there’s significant room for growth. This combination of technological edge and expanding customer demand reinforces my confidence in AVGO’s long-term upside.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 330.39 0 | +1.33% Holding |
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