I made an additional investment in AVGO as Broadcom remains a top pick among tech names, reaffirmed as a “Buy” by Melius Research alongside Nvidia and Microsoft. Analysts are optimistic about sustained AI-related capital expenditures from major tech firms, which supports Broadcom’s long-term growth. While the Trump administration is weighing changes to AI chip export rules, Broadcom’s global scale and diversified portfolio help mitigate potential risks. I see strong upside ahead as AI infrastructure spending accelerates and regulatory clarity improves.
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- Mortimer Arthur·2025-05-08I'd rather own AVGO then aapl, nvda, amzn..LikeReport
- Enid Bertha·2025-05-08The Quarter report is going to be huge....LikeReport
- AllenBartlett·2025-05-07Sounds like a solid investmentLikeReport
- Aqa·2025-05-07Liked and sharedLikeReport
