$AVGO

LONGhigh conviction
4 Jun 2026, 02:01 UTC
Outcome
-10.7%
1-month return
-10.0%
vs SPY (1m)
Asset classstock
Post typeanalysis
Horizonyears

Summary

Bullish on AVGO's AI semiconductor growth narrative; 81% revenue growth for a 2T company is hard to beat.

Reasoning

Hard to beat 81% revenue growth rate for a 2T company; AI story is intact and will keep growing

Original tweet

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Great take from @PSInvestor on $AVGO. I thought the whole narrative is intact. It's hard to beat beat a 81% revenue growth rate for a 2T company really. It will keep growing, just a matter of time.

Return by horizon

1d
-7.9%
1w
-8.0%
1m
-10.7%

Price performance

HorizonRaw movevs SPY
1 day-7.9%-5.3%
1 week-8.0%-5.4%
1 month-10.7%-10.0%
3 months
6 months

Other $AVGO calls from @deepvaluebagger

AI-classified learn more
Confidence 85% · classified by claude-code-haiku