Profile
Industry: Semiconductors
Sector: Technology
Theme: Artificial intelligence
5-Year gross profit growth: +27.9%
5-Year shareholder growth: +27.1%/year
Estimated fair value: $125
Valuation assumption: 4.0% MFCF yield
Insider ownership: 1.83%
Transaction log
Dec 15, 2025 - Bought 100 AVS @ $9.55 (0.37% wtg, portfolio insurance)
Dec 29, 2025 - Bought 50 AVS @ $9.35 (0.52% wtg)
Broadcom
Location: Palo Alto, California
Estimated fair value history
Jul-25 - $94 (4.0% MFCF yield)
Oct-25 - $99
Jan-26 - $106
Apr-26 - $125