在355下方买入AVGO的突破，此前的滞后归因于市场对向Anthropic提供420亿美元循环供应商融资的担忧。
逐段跳播
我们知道Broadcom为什么这样吗？是的。所以，Broadcom在这轮上涨中被落下了。嗯，我不知道为什么。我确实知道部分原因之一是，人们对他们给Anthropic的贷款感到紧张。
他们借了大约420亿美元给Anthropic，好让Anthropic能付钱给Broadcom买他们高利润率的芯片，这简直就是循环供应商融资的纯粹定义。我喜欢。呃，这一切都是一个美丽的泡沫，但我们在泡沫上还有时间。
让我们冲吧，老兄。我确实在3……我想大概是3:52左右买了一些Broadcom。我心想，男孩女孩们，这就要突破了。
do we know why Broadcom is? Yeah. So, Broadcom's been left behind on the rally. Um, which I don't know why. I do know partly one of the reasons they got left behind a little bit was people got nervous about the Anthropic lending that they did.
They lent like $42 billion to them so that Anthropic can pay uh Broadcom for their high margin chips, which is like, yes, the pure definition of circular vendor financing. I love it.
Uh, it is all a beautiful bubble, but we got time on this bubble. Let's freaking go, dude. We I literally bought some Broadcom at 3 I think it was like 3:52 or something like that.
I'm like, boys and girls, this is about to break out.
Broadcom，我的天。看看这个能不能撑到收盘。这，呃，这相当了不起。
Broadcom, holy smokes. See if this actually holds into the close. This is uh this is pretty remarkable.
我们在Broadcom突破时以略低于355的价格买入。它刚刚涨到了378。
We bought the breakout on Broadcom just under 355. It just ran up to 378.
是啊，这就是为什么人们为像Marll或Broadcom这样的东西疯狂。
Yeah, this is why people are going crazy for like, you know, even Marll or Broadcom.
这个频道对 $AVGO 的历次判断
Meet Kevin 在这只股票上共 13 条判断，这里只列相邻的几条。