Charis Hadjigeorgiou @Eknos1: "📢 New Position Added: $AVGO..."

Cyprus

📢 New Position Added: $AVGO (Broadcom Inc) (Broadcom) I’ve just opened a position in Broadcom, one of the most important players in the AI and semiconductor space. 🔹 Why Broadcom? Record revenues from AI/data center demand. Critical supplier for cloud, networking, and chip solutions. Strong contracts with leading AI companies (including OpenAI). Diversifies our semiconductor exposure beyond $NVDA (NVIDIA Corporation) while staying in the heart of the AI boom. 🔑 Strategy Fit: This move strengthens our portfolio’s AI backbone, alongside existing holdings like $NVDA $MSFT (Microsoft) and $AAPL (Apple) It balances innovation with stability, as Broadcom combines growth in AI with steady cash flows from its infrastructure and software businesses. 👉 Long-term, I see Broadcom as a key beneficiary of the AI revolution and global demand for advanced chips.

4 Mentioned

AVGO

NVDA

MSFT

AAPL

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