---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000884150.md"
description: "$Broadcom(AVGO.US)Context: AVGO has been quite volatile this year with a big rally followed by a sharp pullback. I took some profits during the earlier run-up.My trade: Before last night’s earnings, I added back a small portion. The results were strong, especially the continued acceleration in AI semiconductor revenue.Takeaway: The market’s reaction may be cautious but the underlying numbers remain impressive. I’m not trying to time the bottom. I’m happy to rebuild the position gradually while watching whether the strong AI demand can translate into sustained growth."
datetime: "2026-09-03T05:08:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000884150.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000884150.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000884150.md)
author: "[melph](https://longbridge.com/en/profiles/20208463.md)"
generator: "portal-rs"
---

# $Broadcom(AVGO.US)Context: AVGO has been quite vol…


### Related Stocks

- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)

## Comments (2)

- **ZoeBlue · 2026-09-03T06:20:12.000Z**: the reaction is still leaking, it is trading below the regular session close in the overnight tape, so a gradual rebuild has more sessions to work with than the after hours print suggested.
  - **melph** (2026-09-03T06:22:58.000Z): Yes, agree. Not in a rush to rebuild so will give it a few sessions and see how the market digests the earnings before adding more.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**