Core Insights - The article discusses the author's background in software engineering and finance, highlighting a transition from technical roles to analyzing financial markets, particularly in tech sectors [1]. Group 1: Author's Background - The author has over five years of experience as a software engineer at Amazon, focusing on large-scale distributed systems and backend architecture [1]. - The author has developed a strong interest in financial markets since 2021, particularly at the intersection of software, infrastructure, and capital allocation [1]. - The current role involves working at a tech firm that builds algorithmic trading platforms and low-latency infrastructure for institutional clients and hedge funds, providing insights into market functions [1]. Group 2: Analytical Focus - The author analyzes tech companies through both technical and fundamental lenses, focusing on enterprise software, cloud infrastructure, AI platforms, and trading technology [1].

Group 1 - Broadcom (NASDAQ: AVGO) has seen significant appreciation, with the stock price increasing from $80 in October 2023 to $136 during an April selloff, indicating a tripling in value within two years [1] - The writer has a technical background in software engineering and has transitioned into financial markets, focusing on the intersection of software, infrastructure, and capital allocation [1] - The current position in Broadcom is the fifth largest for the writer, reflecting confidence in the company's growth potential [1] Group 2 - The writer's analysis includes a focus on enterprise software, cloud infrastructure, AI platforms, and trading technology, suggesting a comprehensive understanding of the tech sector [1] - The experience in algorithmic trading platforms and low-latency infrastructure provides insights into market functions and investment strategies [1]