peepzy
06-17 06:16

$Broadcom(AVGO)$  We're just at the beginning of the AI infrastructure build-out, and significant spending is likely to continue for another five to six years. I'm loading up on chips. As for SpaceX, I'm pretty sure it will drop as quickly as it's going up. Meanwhile, AVGO looks like a bargain after the pullback, with a forward P/E of only 22. For a hyper-growth company, that's dirt cheap.

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