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t_xvu6m
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AVGO
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2 days ago
A Capital Allocation Favorite with Structural Importance
AVGO has done a great job of diversifying its business around other great companies that needed direction in the AI build out. They have worked hand & hand to develop anything they needed to implement there objectives, as well as the development of there software, security, and switching. They have set themselves up for future growth in ways most have not noticed! Broadcom is truly a diamond in the open for anyone to see if you look at the company as a whole.
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