AVGO is a top-tier custom chip designer with strong demand/backlog; current valuation is cheap, supporting a bull thesis.
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they did actually vote to add Broadcom to the portfolio. There was a bunch of other stocks here, but they voted for Broadcom, and I heavily agree with that, by the way. So, I did go ahead and add I purchased um Broadcom shares for the portfolio.
They've have also been falling more recently after um reporting earnings. And this is a stock I actually made a whole video about Broadcom. And I had already owned it. I I'm up a huge amount on my private larger portfolio because I had bought in a long time ago into Broadcom.
I saw this coming like a long time ago, everything that Broadcom is doing.
But even today, I think this is still like one of the most solid. It's probably the best I would say overall custom uh customuilt chip designer I I would say in the world to be partnering up with in terms of all the demand that they're seeing, their backlog, how on fire they are, the profitability, and when you look at the where the stock price is today and you match that up with their earnings, their valuation is incredibly cheap. I think it is um at a very good value.
And then I also spent $10 each on Broadcom.
Broadcom, without a doubt, we're going to be adding more Broadcom.
What this channel has said about $AVGO
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