Sep 1 at 01:17 AM

🎯 Broadcom Earnings Challenge — Guess the close and win rewards!

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$Broadcom(AVGO.US) reports Q3 FY2026 after the US close on Wednesday 2 September — the numbers land around 04:00 SGT Thursday morning. ⏰

Nvidia already beat the earnings estimates. Broadcom trades about 23% below its June high even after Nvidia's blowout. Can this semiconductor company—formerly known as Avago and once headquartered in Singapore—be expected to raise its performance outlook alongside its earnings results? Make your call and grab rewards! 🎁

📊Where Broadcom Stands Going In

Consensus revenue	US$29.4B
Consensus EPS	US$3.22 — 3.24 (non-GAAP)
H1 FY2026	Revenue +38.7% · net profit +59.1% · ROE 37.3%
Revenue mix	Semiconductors 68% · Infrastructure software 32%
Where it sells	Asia-Pacific 65.5% · Americas 23.5% · EMEA 11.0%
Analysts	53 covering · 92% positive · target US$525.97 (+42%)
Valuation	Roughly 19x forward earnings, against the Nasdaq-100's ~24x
Options implied move	~8% — wider than its recent 6.7% average

🔗 Why This One Touches Your Portfolio

Buys from	$Taiwan Semiconductor(TSM.US) — which is racing to add 3nm and 2nm capacity partly for Broadcom
Sells to	$Alphabet(GOOGL.US), whose TPUs Broadcom co-designs · OpenAI · Meta — and even $AMD(AMD.US), whose Helios AI racks run on Broadcom switch chips
Competes with	$Marvell Tech(MRVL.US) in custom silicon · $NVIDIA(NVDA.US) in AI compute · $Arista Networks(ANET.US) in networking
You may hold it via	$iShares Semiconductor ETF(SOXX.US) and most US tech and AI baskets — Broadcom is a top-weight name in nearly all of them
Leveraged wrappers	$AVGO 2X Long ETF(AVGX.US) · $Direxion Daily AVGO Bull 2X Shares(AVL.US) · $GraniteShares 2x Long AVGO Daily ETF(AVGU.US) — the same move, landing 2x harder

💬 The Argument Already Happening Here

@Vt3 — "Broadcom's ASIC orders are rising fast, but Nvidia's GPU scale and CUDA ecosystem keep it structurally ahead. Broadcom grows impressively, but it won't catch Nvidia's dominance — they're playing parallel, complementary games."

@Paradi Lab — "Time will tell whether AVGO earnings have the same impact for the broader semis ecosystem. NVDA didn't really have that effect, so I kinda doubt AVGO will."

@JPJP — "I prefer holding SOXX over individual chip stocks because it gives broad exposure to semiconductor leaders like Nvidia, Broadcom, and AMD while reducing single stock concentration risk."

ℹ️ Rules & Settlement

⏰ Poll closes: 3 September, 08:59 SGT · Comments close: 3 September, 20:59 SGT
📊 Settled on: the % change from 2 Sept US close to 3 Sept US close, as shown on Longbridge
🏆 3 Best Takes = the three entries closest to the actual close, among those that clear the reasoning bar. A price with no reasoning does not qualify; reasoning with no price does not qualify.
Ties on the price call are broken by the earlier timestamp.
One vote and one entry per member. Your first entry is the one that counts.
Your entry can be a comment here, your own post, or a repost of this one — all three count the same.
Rewards are credited within 7 working days after settlement.
Content must be original and relevant. Copied, duplicate, spam or directly AI-generated submissions may be disqualified.

For community discussion only. Not investment advice.

Where does $Broadcom(AVGO.US) close on Thursday, 3 September

Single choice

395 voted in PollsPoll ended

AVGO 2X Long ETF

USAVGX

Taiwan Semiconductor

USTSM

iShares Semiconductor ETF

USSOXX

Arista Networks

USANET

GraniteShares 2x Long AVGO Daily ETF

USAVGU

Direxion Daily AVGO Bull 2X Shares

USAVL

Broadcom

USAVGO

Alphabet

USGOOGL

Alphabet - C

USGOOG

Alphabet Inc Pref Shares GOOGN 6.25 05/15/2029

USGOOGN

AMD

USAMD

MRVL

USMRVL

NVDA

USNVDA

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