Investor made a large YOLO bet on AVGO expecting significant revenue growth in 2027-2028, but the stock has declined, causing losses. The post expresses frustration with the stock's performance despite bullish revenue projections.

AVGO (Broadcom) is positioned ahead of earnings with potential upside driven by AI infrastructure demand and data center strength. Key risks include valuation concerns, competitive pressures, and potential guidance misses that could trigger a sharp sell-off.

Memory (RAM) supply constraints are the critical bottleneck for AI infrastructure expansion over the next 2-3 years, making MU undervalued given its revenue growth (2.25X in 6 quarters) outpacing NVIDIA's (2.05X) while hyperscaler CAPEX continues accelerating. MU, SK Hynix, and Samsung are the only suppliers capable of producing next-gen memory needed for both NVIDIA and hyperscaler AI chips, creating a structural supply shortage that will intensify with upcoming GPU architectures.