Broadcom Inc. (NASDAQ: AVGO ) has easily outpaced the S&P 500 since my prior Hold calls, driven by accelerating AI momentum and a new $10 billion hyperscale order. To be fair, some of my earlier concerns didI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a po ...