3/6/25 - $avgo - #3 semi. it's a buy.

3/6/25 :: VROCKSTAR :: AVGO
#3 semi. it's a buy.

- guys
- this isn't MRVL
- if NVDA and TSM are S tier... i also like MU as a supporting actor here (same line of thinking as TSM)
- but at 3% fcf yields, 30x PE growing 30%+
- tough to not like this
- let's see what jobz brings tmr, that could determine everything (as a multiplier here)
- so while i'm on the sidelines
- in any other tape i'd go long w you
- "party time, excellent"
- i own NVDA, TSM and MU which will benefit from this and where i like my R/R better.
- still cash heavy.
- OBTC at 40%, NXT at 30% (leveraged 2-1), NVDA 5% (leveraged 2-1), MU (leveraged 2-1). cash.

V