Babyfolio(@babyfolio):I like Hock Tan's confidence. He's one of the reasons I like $AVGO. This is great reassurance for me that $AVGO provides a really good R/R at current levels, especially with hyperscalers and labs diversifying into custom silicon.

Babyfolio

@babyfolio

Software engineer & Investor for 10+ years managing generational wealth for my 2 babies. Covering AI infrastructure. ↓ My Portfolio & Real-time Trade Alerts ↓

가입 February 2021

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Babyfolio@babyfolio

2026.09.15 09:56

I like Hock Tan's confidence. He's one of the reasons I like $AVGO. This is great reassurance for me that $AVGO provides a really good R/R at current levels, especially with hyperscalers and labs diversifying into custom silicon.