P/L in Sept

Today, I’d like to share my thoughts on Broadcom P/L Sharing, which I recently bought. Broadcom has been doing really well lately, performing much better than the overall market. In its latest earning report, Broadcom beat expectations for both revenue and profits. This success mainly helped by the recent merger with VMware. which has made Broadcom’s business more stable and positioned it for long-term growth. But even without it, Broadcom’s main business grew and remained stronger.

By adding VMware, Broadcom has expanded its offerings and is now in a significant position to benefit from increased spending on cloud computing and AI tech. As more companies build data centers, Broadcom being a key supplier of hardware for these center and stands to gain significantly. With interest rates possibly going down, even more money could flow into these tech investments, so helping Broadcom grow further.

For me, this Broadcom stock still looks like a good deal, with more room to go up. I will be keeping a close eye on it, as I continue to see it as a good buy.

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