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AskLivermore
@asklivermore
Singapore's #1# trader now on X. Timing cycles and stock rotation theory. Subscribe to my trades:
Joined February 2026
195 Following    148.6K Followers
$AVGO (Broadcom) is one of the best companies in the world. Now coming down to better fair-value levels. Still weak short-term, but these are price levels where you'd be okay with adding to a long-term portfolio. Not too expensive, not too cheap. Just right for building an initial if you wanted a strong historical compounder.
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