---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000884309.md"
description: "What's interesting is the divergence from Broadcom on the same day, both companies beat, one got rewarded and one got punished. The difference wasn't the quarter itself, it was expectations walking in. Dell's bar was lower after months of skepticism about server refresh demand actually showing up in numbers, Broadcom's bar was already priced for perfection. That gap matters more than either print in isolation."
datetime: "2026-09-03T06:35:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000884309.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000884309.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000884309.md)
author: "[rocket Shadow](https://longbridge.com/en/profiles/16656326.md)"
generator: "portal-rs"
---

# What's interesting is the divergence from Broadcom…


### Related Stocks

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

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