$AVGO

Does he own it?

No first-person buy/hold/add/size statement for AVGO across 50 tweets. He names it constantly as a reference point and rates it a buy, but frames it as the "safe larger player" versus his actual chokepoint longs (AXTI, IQE, SIVE, Win Semi). In a related ASIC tweet he explicitly disclosed no position; elsewhere he says he owns "a lot of these" without confirming AVGO.

His thesis

AVGO is treated as a bellwether of the hyperscaler ASIC and AI-networking buildout, not a personal pick. He is structurally bullish: hyperscaler capex (Google, Meta, Amazon) flows into Broadcom's custom XPUs and high-margin AI networking, with order visibility running into 2028. He cites its earnings and CEO commentary (CPO timing, laser supply constraints) as signals validating his real photonics/CPO bottleneck longs, while noting TPU margin pressure at scale.

How his view evolved

Starts as a "strong buy" mega-cap after a post-earnings dip; over time recedes into a recurring landmark in his supply-chain and CPO maps and a barometer for his preferred upstream small-caps, rather than a position he discusses owning.

Key points

• Core beneficiary of hyperscaler ASIC and AI-networking demand with visibility into 2028
• Used as a reference/barometer for his real upstream photonics longs, not a stated holding
• Seen as the safer large-cap alternative to his preferred chokepoint small-caps

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $AVGO on X ↗