$Broadcom(AVGO.US)
Context: AVGO has been quite volatile this year with a big rally followed by a sharp pullback. I took some profits during the earlier run-up.
My trade: Before last night’s earnings, I added back a small portion. The results were strong, especially the continued acceleration in AI semiconductor revenue.
Takeaway: The market’s reaction may be cautious but the underlying numbers remain impressive. I’m not trying to time the bottom. I’m happy to rebuild the position gradually while watching whether the strong AI demand can translate into sustained growth.
2025.12.22 ~ 2026.09.02 All orders
Cumulative P/L731.50 (USD)+22%
2025.12.222026.09.02
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