Visa is mentioned as an initial investment where the creator reinvested gains from Broadcom, but was later sold.
Source Post
Broadcom Stock is Buy. I Was Wrong.
Sep 3, 2026
The creator discusses Broadcom (AVGO), highlighting its transformation from a value/dividend growth stock to a primary AI semiconductor company. While the creator previously sold AVGO for a significant profit, they now regret it, realizing the stock's AI business growth has driven substantial value, leaving considerable gains on the table.
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Nvidia is mentioned as an investment where the creator may have reinvested gains from Broadcom, and its chips are compared to OpenAI's new offering.
Microsoft is mentioned as an investment where the creator may have reinvested gains from Broadcom.
Broadcom (AVGO) has become a leading AI semiconductor company, and the creator regrets selling their position too early, missing out on significant gains.
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