I added to my AVGO position as Broadcom continues to prove its strength as a long-term AI and semiconductor winner. The stock’s momentum is hard to ignore, rising 4.4% in the past week, 10.9% over the month, and more than 59% year-to-date, with a remarkable 121% gain over the past year. Beyond price performance, Broadcom’s deepening role in AI chips and strategic acquisitions are reshaping its growth story. These moves strengthen its competitive moat and improve its risk-reward profile, supporting my confidence to increase exposure.
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- twinkle5·12-03 23:47Solid move! AVGO's AI momentum is unstoppable. Adding more at this price feels right. [强]LikeReport