Mariusz | Investing in the UK ๐ฌ๐ง
@Mariusz_Invest
Road to ยฃ2M ๐ฐ
ISA: ยฃ330k (33%) โข SIPP: ยฃ69k (7%)
Top Holdings: NBIS $25 โข RKLB $4.5 โข MU $400 โข AMZN $150
NFA โผ๏ธConsistency + Compounding = Wealth ๐ฌ๐ง
๊ฐ์
September 2018
674 ํ๋ก์ ์ค 12.1K ํฌ
The most important line from the $AVGO call was not the quarter.
AI revenue: $58B this year. $115B guided next year. $230B the year after.
Management is guiding 4x in two years, and the stock still trades around 19x forward. That gap is the trade.
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