$Broadcom(AVGO)$ I added to my AVGO position as analyst Kevin Cassidy lifted his price target to $440 on expectations of continued strength in Broadcom’s AI-driven growth. Rosenblatt sees accelerating TPU and XPU shipments and expanding data center networks supporting revenue upside. With Broadcom positioned to outperform estimates on both AI infrastructure demand and networking momentum, the risk-reward remains attractive, making this an opportune moment to increase exposure.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 340.76 0 | +0.20% Holding |
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