WS Value Investing
LONG AVGO- Track record since Apr 2023
- Annualized return: +32.8%
- Max drawdown: -35.5%
Hock Tan Ignores the AI Vibe Shift
Strategies trading Broadcom Limited Ordinary Shares (AVGO)
Public strategies on Collective2 with an open position. Position at publication: 2026-09-16 18:00 UTC.
Positions and track records are shown as of publication; a strategy that has since closed or reversed its position is shown as it was then.
Broadcom’s CEO Hock Tan just told CNBC that his AI revenue targets aren’t moving an inch. While the market frets over Anthropic’s “slowdown” talk, the guy selling the networking ASICs says the order book is just fine. It’s a high-stakes bet that the infrastructure build-out has more room to run.