Mariusz | Investing in the UK 🇬🇧
@Mariusz_Invest
Road to £2M 💰
ISA: £330k (33%) • SIPP: £69k (7%)
Top Holdings: NBIS $25 • RKLB $4.5 • MU $400 • AMZN $150
NFA ‼️Consistency + Compounding = Wealth 🇬🇧
加入 September 2018
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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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