I think based on its FA, AVGO is a must buy at dip
Adding another 4th customer with 10B pipeline, on top of the 60B pipepline Hock has promised in last several quarters.
They have a commanding lead in the big AI lab market.
Stock price is expensive now, 40 forward looking PE, but holding all shares and looking for dip to buy is probably the only sounding strategy from here on
AVGO will be 400 within 12 months
I think regardless of QQQ, AVGO will eventually be there
Their business is just too strong
AVGO 要是衝到380附近,我還真有點想減一點了