JP Insights
@jpinsights
I write about the boring stuff behind AI.
Longer analysis available on my Substack.
NFA
加入 September 2016
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$AVGO really stands out as one of the best opportunies right now.
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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