Buy AVGO by Jun 23, 2036.

This isn't because I think AMD is a lesser company. Quite the opposite, AMD has executed incredibly well over the last few years. EPYC has taken real server share, Instinct GPUs are finally getting traction with hyperscalers, and Lisa Su has built one of the best turnaround stories in tech. But Broadcom feels like it's playing a different game. AMD is still largely competing to sell more chips. Broadcom is helping build the AI infrastructure itself. It sits behind networking, …