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zone93932 Novice FOUNDER
@montacarlos939
Novice FOUNDER
AVGO
AVGO GBM Simulation 

Short term (1-3 months):
→ Randomness wins
→ Could go anywhere
→ Need macro conviction to hold
Long term (1+ year):
→ μ = 34% drift slowly wins
→ Upside ($466) >> Downside ($77)
→ Asymmetric risk/reward ✅
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Jun 06, 2026 · 12:24 PM · 116 views
5 Reposts
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4 Replies
@dyehuthy
𓅞 Dyehuthy 𓁟 Reader FOUNDER
@dyehuthy · Jun 06, 2026 · 10:28 PM
Reader FOUNDER
AVGO
Lets put some fundamental valuation context:

- Price vs Earnings (EPS) growth (small chart)

- Price vs GF Value [Revenue growth, Net Income growth, FCF growth and Book Value growth]

Quite overvalue :D
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@convexity
Convexity Life Mod Acolyte
@convexity · Jun 06, 2026 · 01:03 PM
Acolyte
AVGO
How did you estimate the 34% annualized drift?
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