我个股主仓是GOOG和AVGO

I think the AI bull market will continue, and GOOG will remain a major player. It also has its search business as a strong cash cow, making it a relatively safe investment.

AVGO also has great potential, and I accumulated a large position earlier this year when it was cheaper. However, I’ve stopped buying since the stock has become increasingly expensive.

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Thanks for sharing! When I eyed on AVGO, it's kind late~ -晓炎- 给 晓炎 发送悄悄话 晓炎 的博客首页 (102 bytes) () 10/13/2025 postreply 16:55:14

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